Coastal · 1 day ago
Solution Architect - Sales (Education)
United States
Full-time
Remote
Senior Level, Lead/Staff
8+ years expCoastal is seeking a Solution Architect with a focus on Education to support pre-sales activities as a critical part of their growth. The role involves structured discovery, solution design, proposal development, and managing risks while leveraging Salesforce technologies to drive outcomes in the Higher Education sector.
Cloud ComputingConsultingInformation TechnologyCloud Management
No H1B
Responsibilities
Lead discovery and scoping sessions, clarify objectives, metrics, constraints, and risks
Translate institutional goals into solution options across Education Cloud (EDA), Admissions Connect, and Student Success Hub
Build clear level-of-effort estimates, staffing plans, timelines, and assumptions from discovery inputs and complexity drivers
Direct a deal-desk function to prepare proposals, SOW sections, assumptions, exclusions, and executive decks
Map pre-sales processes, identify bottlenecks, and recommend realistic agent use that reduces cycle time and improves consistency
Maintain templates, playbooks, and reusable components to improve speed, margin, and win rate
Present solution and commercial narratives to executives and technical stakeholders
Align pricing, terms, and assumptions with Sales and Delivery, and ensure a clean, documented handoff into execution
Qualification
Required
8+ years in pre-sales, solution architecture, or technical leadership in Salesforce consulting for Higher Ed or large K-12 districts
Strong background in solution design for Agentforce Education, EDA, Education solutions, Data Cloud, integrations, APIs, security, and identity
Demonstrated success shaping complex deals, building estimates, responding to RFPs, and writing SOWs
Experience reviewing and refining AI-assisted outputs with a structured approach to quality, compliance, and brand tone
Proven ability to lead cross-functional work, and manage concurrent pursuits
Excellent communication skills with executives, product owners, and engineers
Must have full-time permanent US work authorization
Preferred
Bachelor's Degree preferred, or equivalent experience
Salesforce certifications, such as System Architect, Application Architect, and relevant Consultant certifications
Hands-on experience defining AI agents for 'Student Concierge' use cases and academic advising automation
Hands-on experience defining retrieval sources, prompt patterns, and review criteria for agent-assisted work
Track record improving pre-sales cycle time, accuracy, and margin through process redesign and automation
Benefits
Flexible working hours with an emphasis on a life-work balance (in that order!)
Remote friendly - “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, and Medical, Vision, & Dental coverage
Competitive quarterly bonus opportunities
Continuing education and certification reimbursements, specifically within the Salesforce & 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.
Monthly 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
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
VP, Delivery, Manufacturing Auto Energy & Retail Consumer Goods
Recent News
Business Standard India
2026-01-19
2026-01-13
2026-01-12
Company data provided by crunchbase