We are looking for a Client Specialist with expertise in the following areas: High Tech, Consumer & Business Services, Nonprofit, Education, Public Sector, Manufacturing, Financial Services, and Healthcare & Life Sciences to help us support our continued growth. This person will be responsible for building and maintaining relationships with both current and prospective clients while collaborating with our Business Development and Delivery teams throughout the sales cycle. We’re looking for candidates that have exposure to the Salesforce delivery process (Hands-on Delivery experience as a Salesforce consultant highly preferred!) that are able to build trust quickly with our clients.
Work that matters. Life that fits.
Looking for a role where you can live anywhere you want while delivering meaningful client work? You’re in the right place.
We’re looking for tech-savvy folks who know Salesforce inside and out and believe outstanding customer experience is table stakes. Join our team of talented, certified Salesforce consultants and industry experts and develop life-changing skills.
Work Environment
Flexible Work Options
Volunteer Time Off
Computer Allowance
Team Building Activities
Virtual Socials
Great Benefits
Medical & dental insurance
Flexible spending accounts
401(k) plan with company match
Short-term & long-term disability
Life & AD&D insurance
Paid holidays
Responsible Time Off (RTO)
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
Execute 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 Directors 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
Required Skills, Education and Experience
Proven expertise as a Business Development Representative/Account Executive or similar role in sales/consulting role; more than two (2) years meeting or exceeding quota
Proven Portfolio Growth – you will be responsible to grow our Coastal presence across multiple targets through 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’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
Additional Requirements
Bachelor’s Degree preferred, or equivalent experience
Experience in the Salesforce Ecosystem Highly Preferred
Salesforce Associate and/or Administrator Certification Required (upon hire or to be obtained within 6 months)
Salesforce Sales Cloud Consultant Certification and/or Salesforce Service Cloud Consultant Certification nice to have
