Tim and Sara Hale, co-founders and managing partners, started Coastal Cloud in 2012 with the goal of creating a modern consulting firm focused on client outcomes that was led by expert consultants who would enjoy a work/life balance that was lacking in the industry.

Coastal Cloud is the only platinum Salesforce consulting partner headquartered in Florida. We use our expertise in Force.com and Salesforce.org to help our clients move away from inflexible, costly, legacy systems and business models, towards a new generation of solutions that are flexible, affordable, mobile and social. We partner with our clients to plan and execute a migration to next-generation systems that focus on our client’s mission, not on systems issues. We are experts at program management, project execution, business analysis, data modeling, data migration, user training and the skills necessary for a successful migration to next-generation technologies.

Coastal Cloud Team Photo All Hands 2019

Being one of the fastest companies to achieve Platinum Consulting Partner status with Salesforce is a strong validation of Coastal Cloud’s unique consulting business model. We maintain deep SaaS and industry skills, a high touch, on-shore team, nimble client service model and a network of solution centers across the US. In a few years, our team has grown to over 175 professionals, holding 465 certifications, serving more than 465 clients and completing over 1,600 projects across four countries.

Team Members
Partner Certifications
Clients Worldwide
Projects Completed

Managing Partners

Sara is the Managing Partner and Co-Founder of Coastal Cloud. A senior business operations and technology executive, Sara has 25+ years in the Technology Consulting industry with demonstrated expertise in cloud-based technologies and innovative, domestic service delivery models. Sara has significant experience with all operational aspects of the technology consulting business including service delivery, financial reporting, billing and collections, human resources, recruiting, staff development and facilities management. In recent years, Sara has developed deep client experience in Workforce Development and Economic Development.

Co-Founder, Managing Partner

Tim has 25+ years of consulting experience (including 21 years as a partner at Accenture) leading many large, complex transformation programs utilizing global delivery models. Tim has deep knowledge of several industries, business processes, enterprise data architectures, and operational systems. Tim architected Coastal Cloud’s unique domestic SaaS delivery model.

Co-Founder, Managing Partner


Mike has more than 20 years of experience in leadership within the IT industry. He specializes in support for all facets of software operations, including infrastructure management, big data management and architecture, information security, customer support, IT management, business process automation, web development and product management.

Senior Technical Architect

Graham has over 20 years of both domestic and international experience in leading major transformation initiatives that delivered business value at scale. Graham’s industry experience includes leadership roles in Software & Data, Manufacturing (Industrial, Aerospace & Defense) as well as Travel & Leisure. Graham has significant experience in leading initiatives to consolidate, standardize and optimize finance and accounting activities on a global scale as well as leading the design implementation of several cloud based “end to end”enterprise platforms that provide a 360° view of the customers experience. Graham is a certified Six Sigma Black Belt with significant experience in applying the principles of both traditional six sigma and lean manufacturing to re-engineer business processes that improve the customers value experience.

Managing Director, Texas, Finance & Accounting Solutions

Rebbeca Beers has over twenty years of experience in communications, marketing, customer service, and client relationship management. Rebbeca previously worked in Corporate Communications in the automotive industry, Transportation Logistics/Freight Payment for a global manufacturer, and in Personal Insurance. Rebbeca has been with Coastal Cloud since 2015 and helps to lead the Public Sector team. She has extensive experience with Economic Development, Grants Management, and Workforce projects with Public Sector clients, as well as with Hospitality/Club Management projects. Rebbeca serves as a Solution Architect, and Account/Project Manager for the Coastal Cloud team. She is six-times certified on the Salesforce.com platform and holds an MBA from Walsh College.

Director, Public Sector

Kathy has 25 years of Nonprofit and Public Sector consulting experience. Her work experience includes leading nonprofit organizations, such as National Public Radio (NPR) and Girl Scouts of the USA (GSUSA), and executive level government agencies, such as the IRS and Department of Housing and Urban Development (HUD), through all aspects of the system implementation process. Kathy has a passion for utilizing technology to enable organizations to achieve their mission.

Managing Director, Nonprofit & Higher Education

Erica has over 10 years of Salesforce.com experience and one was of the first 500 people to receive a certification. She is very passionate about business process automation and efficiency. Erica previously worked in the accounting industry.

Director, South Florida

Gene has 30+ years experience developing, enhancing, and managing information technology systems. Gene has a talent for molding technical and nontechnical individuals into motivated, high-performing teams. Gene has led the development and implementation of several enterprise solutions. His expertise in systems architecture is particularly noteworthy, crossing many industries, but his foundational strength lies within the technology, healthcare and communications industries. Gene holds both Salesforce Administrator and Service Cloud Consultant Certifications. Gene has managed over 80 Salesforce Implementation projects.

Chief Technical Architect

Director, Northeast

Erik has 15+ years of leadership experience in both the private and public sector. He is a nationally respected expert in Economic and Workforce Development having led major operational and technology transformations in the public sector over the last decade. Most recently he held the position of acting Secretary for the Kentucky Cabinet for Economic Development (CED) initiating a major, state-wide implementation of Salesforce.com. His experience spanning corporate, small business, and government enables Coastal Cloud unique client engagement across a diverse industry base.

Managing Director, Midwest

Eric has over 25 years of product leadership across industries, including Hospitality, Higher Education, Software Development, and Gaming. He is experienced in omnichannel marketing, product management and user experience. Before joining Coastal Cloud, Eric led a team that was accountable for delivering Caesars Entertainment’s vision of revolutionizing the hospitality and guest experience. He is responsible for amplifying marketing solutions with a cross cloud mindset.

Director, Marketing Solutions

Brian has over 10 years of consulting experience. He has expertise across many industries, but specializes in emerging technologies and marketing automation. Brian previously worked in the aviation and aerospace industry and is an Army veteran.

Managing Director, Florida

John has more than 30 years of leadership and IT experience. Focused on helping clients be more successful by effectively delivering cloud-based technology solutions. John also has international experience, specifically in the Asian markets.

Managing Director, Northeast Florida

Matt has two decades of experience in Marketing and Sales. After his service as an Army Infantry Officer, he worked for a major global medical device sales and manufacturing company. He progressed through several roles in both marketing and sales and led multiple product launches with global impact. Just prior to joining Coastal Cloud, he created a global education system for employees and customers, led a company-wide implementation of Salesforce.com, and led the marketing team for North America.

Director of Marketing

Milissa has 15+ years of experience and brings a unique perspective and ability to Coastal Cloud, having served several years as a County Commissioner she chaired the Comprehensive Economic Development Strategy in the Region, served on the Workforce Development Board, chaired the Tourist Development Council and represented the County on several Local, Regional, State and National Boards. As a lobbyist, she created an entire division within her firm representing Local and State government. As Mayor, she is creating an innovation district, understanding how technology drives efficiencies and allows for more customer engagement and is a job creator. Milissa created and developed her own talk radio show discussing issues with invited guests from local and state governments and organizations. The weekly show brought to the listening public ideas for bridging the divide between local and State governments through a mutual understanding of their respective roles and the importance of working together.

Director, Public Sector Solutions

Kristin earned a BS in Accounting from the University of Florida, and has spent the last 8+ years implementing and supporting accounting and ERP solutions on the Salesforce platform.  Kristin’s passion is where technology and accounting intersect, and helping clients automate their accounting processes with the use of Salesforce.  Kristin has achieved 4 Salesforce certifications, as well as DocuSign and Conga certifications.  She is extremely involved in the Trailblazer community, including co-leading the Tampa Admin Trailblazer Community Group, managing budget and sponsors for Florida Dreamin’, a Lightning Champion and Trailhead for Students educator.

Director, Accounting & Finance Solutions

Chad has over 20 years of experience architecting complex CRM and Billing software integration solutions. He has a deep level of understanding of both the business and technology sides of CRM and Billing platforms. Chad has been on involved with both the Salesforce CPQ and Salesforce Billing products from their beginning, and uses his strong business and technical acumen to implement both of those platforms in a full Quote To Cash solution.

Senior Solution Architect, Quote to Cash

JoAnne has over 25 years of healthcare experience, beginning her career as a hospice social worker. She spent time as a university professor and a hospice administrator before serving as Chief Operating Officer at Advent Health’s Palm Coast campus.  She served on the Board of Directors for Florida Hospices and Palliative Care, where she helped launch the Hospice Veterans Partnership of Florida and the Council of Community Coalition Leaders. JoAnne strongly believes that you don’t have to be a clinician to make a difference in patient care, and she is passionate about helping health systems leverage technology to deliver high quality, patient centered care.

Director, Healthcare Solutions

Lori has 25+ years of Customer Relationship Management (CRM) and Sales Force Automation (SFA) consulting experience across many industries, specializing in healthcare and communications. Prior to joining Coastal Cloud, Lori was a partner with Accenture in their CRM and Salesforce practice working with Sales & Marketing Cloud.

Managing Director, Mid-Atlantic

Director, West

Tom has 20+ years of management and technology consulting experience delivering projects of all sizes in various industries with a focus on telecommunications, healthcare, energy, and utilities. Tom was Managing Director for a leading regional consulting firm establishing their presence in the Carolinas. Tom holds multiple delivery certifications including Project Management Professional and Certified Scrum Master.

Managing Director, Southeast

Director of People and Culture

Sean has over 25 years of Executive leadership across industries, including Healthcare and Life Sciences, Biotech and Public Health, Higher Education, Automotive, Telecom and Technology consulting. He is experienced in IT operations, product management and technical innovation and has expertise in aligning business and technology priorities and bridging the gaps between them. Before joining Coastal Cloud, Sean was the AVP of Engineering at the University of Maryland, College Park. Sean also helps lead the expansion of Coastal Cloud’s medical device space of our Health and Life Sciences industry group.

Managing Director, Northeast

Director, Public Sector

Director of Finance

Managing Director, Quote to Cash

Director, West

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