Apply on Employer Site

Coastal · 18 hours ago

Client Advisor

United States

Full-time

Onsite

Mid Level

3+ years exp

Coastal is seeking a Client Advisor to support their growth by building and maintaining relationships with clients. The role involves managing the sales cycle, collaborating with teams, and ensuring client satisfaction throughout the process.

Cloud ComputingCloud ManagementConsultingInformation Technology

No H1B

Hiring Manager

Cristal Ledesma

Responsibilities

Engage with executive level buyers and prospects throughout the region to grow our Coastal brand

Create detailed business and territory plans to facilitate the attainment of annual goals

Manage the entire sales to delivery cycle from finding a customer to securing a business contract to completed delivery

Unearth net new sales opportunities through networking and turn them into long term partnerships

Present services to current and prospective customers that align directly to their organizational goals and objectives

Provide professional after-sales support to enhance the relationships and customers’ dedication and long term success

Collaborate, coordinate and network to drive the best solutions forward to customers

Maintain a transparent and active pipeline to support sales goals and objectives

Set strategic direction, actively drive sales, and collaborate with our leaders to respond and win work

Engage with Salesforce RVPs and AEs to partner on new opportunities, drive new projects, and become a trusted partner

Partner with Managing Director throughout the presales process aligning business development efforts with delivery

Partner with Business Development Specialists and Advisors to optimize inbound lead intake and ensure proper transition through the lead to opportunity process

Strategize with current clients to ensure future phases are mapped out and accounted for in revenue forecast

Create estimates aligned with the customers requirements, expectations, and agreed upon deliverables

Create and deliver SOWs in line with the Coastal methodology accounting for project scope and objectives, requirements, professional fees, and project specific assumptions

Travel as needed to support the sales cycles to close business

Qualification

Salesforce Delivery ConsultantSales ExperienceSalesforce CertificationsConsultative MindsetProject ManagementCommunication SkillsEnthusiasmTechnology ProficiencyOrganizational SkillsTime Management

Required

3-5 years proven expertise as a Salesforce Delivery Consultant or similar role, and interest in applying your delivery expertise in Sales

3-5 years of Sales experience is ideal, but will consider candidates with less sales experience who exhibit a strong desire and enthusiasm for sales

Ability to take ownership and responsibility for, and actively drive sales pursuits and responses

Consultative mindset and a dedication to learning in a dynamic environment

Understanding of and relationships within the Salesforce portfolio along with newly acquired solutions such as Mulesoft, Tableau, Slack, etc

Excellent communication, preparation, strategy, presentation and execution skills

Ability to “project manage” a sales cycle by collaboratively leading and working with other key internal groups - pre-sales, delivery, SME's and Industry Professionals

Organizational and time-management skills

Enthusiastic and passionate

Experience with Technology: Salesforce, Zoominfo, LinkedIn

Must have full-time permanent US work authorization

Preferred

Bachelor's Degree preferred, or equivalent experience

Experience in the Salesforce Ecosystem Highly Preferred

Salesforce Sales Cloud Consultant Certification and/or Salesforce Service Cloud Consultant Certification nice to have

Benefits

Flexible working hours with an emphasis on a life-work balance (in that order!)

Fully remote work; “Live by the beach, work in the Cloud,” plus company office locations in Palm Coast, FL; Atlanta, GA; Tysons, VA & Lexington, KY

Unlimited Paid Time Off (RTO)

401K with Company Match

Medical, Vision, & Dental coverage

Competitive quarterly and annual bonus opportunities

Continuing education and certification reimbursements, specifically within the Salesforce and Snowflake ecosystems; plus occasional in-house competitions with spot bonuses

A flexible and fun team culture! We value transparency, support, flexibility, growth, teamwork, fun, and so much more

Frequent team and culture activities, virtual & in-person, including Lunch and Learns, Happy Hours, team-building events, and the Holiday Party to Top All Holiday Parties

Quarterly All-Hands calls to bring the company together, and an 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