We are looking for a Client Advisor to help us support our continued growth.
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 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
Required Skills, Education and Experience
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
Additional Requirements
Bachelor’s Degree preferred, or equivalent experience
Experience in the Salesforce Ecosystem is 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
