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Client Advisor

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)


  • 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

Apply Now

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