Coastal · 1 day ago
Client Advisor -MAE
United States
Full-time
Remote
Senior Level
5+ years expCoastal is looking to hire a Client Advisor with expertise in various sectors including High Tech, Consumer & Business Services, and Healthcare. The role involves building and maintaining relationships with clients while managing the sales cycle and collaborating with internal teams.
Cloud ComputingCloud ManagementConsultingInformation Technology
No H1B
Responsibilities
Engage with executive-level buyers and prospects throughout the region to grow our Coastal Cloud brand
Create detailed business and territory plans to facilitate the attainment of annual goals
Manage the entire sale-to-delivery cycle from finding a customer to securing a business contract to completing 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 with 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 the 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 the revenue forecast
Create estimates aligned with the customer’s requirements, expectations, and agreed-upon deliverables
Create and deliver SOWs in line with the Coastal Cloud 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
Required
Proven expertise as a Business Development Manager/Senior Account Executive or similar role in sales/consulting role; more than five (5) years meeting or exceeding quota
Proven Portfolio Growth – you will be responsible for growing our Coastal Cloud presence across multiple targets by generating, shaping, and capturing leads
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 and Industry Professionals
Organizational and time-management skills
Enthusiastic and passionate
Experience with Technology: Salesforce, Zoominfo, LinkedIn
Must have full-time permanent U.S. work authorization
Salesforce Associate and/or Administrator Certification Required (upon hire or to be obtained within 6 months)
Preferred
Bachelor's Degree preferred, or equivalent experience
Experience in the Salesforce Ecosystem is highly preferred
Salesforce Sales Cloud Consultant Certification and/or Salesforce Service Cloud Consultant Certification nice to have
Company
Coastal
ISG’s top-ranked Salesforce & AI consultancy. 5/5 Salesforce AppExchange rating, with 500+ reviews. 3 Salesforce Partner Innovation Awards.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Sverica Capital
2025-12-10Acquired
2020-06-04Series Unknown
Leadership Team
L
Laura Sandman
Director
Recent News
Business Standard India
2026-01-19
2026-01-13
2026-01-12
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