Senior Consultant, FINS

Coastal

. Support continued growth through nCino engagements .

Posted 9/23/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Salesforce.com administration, nCino engagements, and business process analysis, with a strong ability to define requirements and develop data models. Proven leadership in managing client engagements and facilitating effective communication among team members.

Highest-signal resume keywords

Salesforce.com AdministrationNCino ExperienceBusiness Process AnalysisRequirements DefinitionConsulting Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data ModelsDetailed Functional DesignProcess Flow AnalysisConfiguration WorkbookTechnology-Enabled Process ImprovementBusiness Requirements EvaluationUser Needs AnalysisProject Plan DevelopmentCRM ImplementationERP Configuration

Soft Skills

Excellent Communication SkillsTeam PlayerDetail-OrientedCreative ThinkingLeadership Ability

Tools & Technologies

Salesforce.comNCinoCRM SystemsEnterprise Systems

Certifications & Qualifications

Salesforce Administrator Certification

Industry Keywords

Software as a Service (SaaS)Business ProcessClient EngagementProfessional Skills Development

Tech Stack

Tools & technologies

ERPSFDC

About the role

Key responsibilities & impact

Support continued growth through nCino engagements
Review, analyze, and evaluate business systems, business requirements, and user needs
Independently formulate and implement complex systems and solutions aligned with client business strategies
Conduct meetings and prepare business process documentation
Perform process flow analysis and technology-enabled process improvement/redesign
Define requirements, develop data models, and create detailed functional designs
Lead specific portions of projects or manage own engagements
Work individually and with Coastal and client team members to achieve customer success
Take direction while showing initiative and leadership when appropriate
Exercise independent judgment on small and medium-sized client engagements or lead key components of larger projects
Perform Salesforce.com administration, configuration, data migration, and integration duties as directed
Facilitate meetings and support brainstorming and consensus building
Seek opportunities to develop professional skills

Requirements

What you’ll need

5-7 years of work experience in the field
At least 1 year of consulting experience
Hands-on experience with nCino
Minimum of an active Salesforce Administrator or other Salesforce certification required
Experience with Salesforce.com or similar CRM
Excellent oral and written communication skills
Ability to work independently
Ability to discuss the benefits of a Software as a Service (SaaS) model
Basic knowledge of implementation and configuration of enterprise systems such as CRM or ERP
Ability to learn quickly and think creatively
Team player with strong interpersonal skills and ability to take a leadership role when necessary
Detail-oriented individual with the ability to quickly assimilate and apply new concepts, business models, and technologies
Must have full-time permanent US work authorization
Bachelor’s Degree preferred, or equivalent experience
Technical Background / Degree Program preferred
Business Process
Process Flow Analysis
Requirements Definition
Configuration Workbook
Data Models
Detailed Functional Design
Project Plan
Ability to travel with client or project team as needed
Ability to achieve one technical certification each quarter as specified by immediate supervisor/manager

Benefits

Comp & perks

Flexible working hours with an emphasis on a life-work balance (in that order!)
Remote flexible work
Unlimited Paid Time Off (RTO)
401K with Company Match
Medical, Vision, & Dental coverage
Competitive quarterly bonus opportunities
Continuing education and certification reimbursements, specifically within the Salesforce and Snowflake ecosystems
Occasional in-house competitions with spot bonuses
Flexible and fun team culture
Frequent team and culture activities, virtual & in-person, including Lunch and Learns, Happy Hours, team-building events
Monthly All-Hands calls
Open-door leadership policy with access to mentorship and guidance
Opportunities for accelerated growth, networking, and career guidance and support
Trust, transparency and respect across all levels of the company