Director - Industry Advisor (FINS)

**Director - Industry Advisor (FINS)** The Industry Advisor (FINS focus) will be instrumental in taking the organization to the next level of performance, helping to scale the organization and its capabilities. This individual will have a deep understanding and experience in the Financial Services & Insurance industries, partnering with GTM and Delivery to drive growth strategies around our key accounts. The Industry Advisor is responsible for driving cross-functional growth strategies and influencing both new logos and existing clients to show key performance indicators from their engagements with Coastal. **Role Responsibilities:** - Strong industry understanding, structured problem solving, strategic clarity, executive presence (verbal and written), and solutions to drive deliver growth - Represent Coastal at key industry events, identifying new growth opportunities and building relationships with key industry stakeholders - Act as the Voice of FINS to prospects, clients, and partners - Represent Coastal at Money20/20, focusing on Financial Services Cloud (FSC) and AI-driven wealth management. - Responsible for supporting the scoping and estimating of programs and projects - Guide "True North" sessions for Banking or Insurance executives to modernize legacy core-banking integrations via MuleSoft. - Co-sell, grow, and manage strategic prospects - Develop competitive analyses designed to elevate Coastal’s brand against competitors - Educate and enable sales, pre-sales, and customer success teams specific to sub-verticals and influence Coastal’s POV - Partner cross-functionally on relevant content for events, marketing materials, and partnered GTM activities - Support market-ready solution direction & growth strategy execution - Engage with Salesforce RVPs and AEs to partner on new opportunities, drive new projects, and become a trusted partner. - Develop competitive GTM strategies for the Insurance Brokerage or Private Equity sub-verticals. - Proven ability to build, manage and foster a team-oriented environment. - Provide leadership, coaching, performance feedback and resources to associates - Be a clear and consistent communicator with the team and leadership - Work with your team to create estimates aligned with the customer requirements, expectations, and agreed upon deliverables. - Coach, mentor, and grow Market team members - Travel as needed to support the sales cycles to close business **Experience/Skills Required:** - 8+ years of consulting experience in delivery leadership relative to iterative software development, ideally Salesforce, in the FINS industry - 5+ years of Sales experience - Proven Portfolio Growth – you will be responsible for growing our Coastal customers - Deep industry expertise with a point of view of sub-verticals - Commitment to building long-term relationships with customers and winning business through trusted relationships - 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 communicator who can easily understand business requirements and think on their feet - Consistent record of building and running robust teams - Self-starter with the ability to multitask in a fast-paced and high-pressure work environment - Strong customer orientation and results-driven leader - Demonstrated ability to analyze and interpret data for value-based discussions - Must have full-time permanent US work authorization - Note – Determination of Senior will be based upon the candidate's previous relevant experience and depth of skills, and will be determined through our skills interview process **Additional Preferred Experience/Skills:** - Experience leading digital transformation and large-scale change management efforts - Strong understanding of AI - Ability to engage and motivate teams - Bachelor’s Degree preferred, or equivalent exper…