Sales Engineer Solutions Consultant

Job Description

We are looking for a Financial Services Solution Architect to help us support our continued growth. The Solution Architect is responsible for owning the overall design of the technical solution as well as recommending best practice solutions based on client needs. They provide technical guidance to the development of Salesforce.com and other SaaS applications to support business and product strategies. A Solution Architect facilitates discovery sessions to understand client processes and challenges and translates findings into technical requirements supported by a documented solution design. They provide thoughtful leadership and communication to project and client team members in order to build the foundation as a trusted partner.

Role Responsibilities:

• Responsible for designing a solution to leverage Salesforce product, features, and best practices extended with custom components to meet customer needs.


• Delivers technical and non-technical documentation for assigned projects, with relevant architecture diagrams (data models, high-level architecture, integration architecture, etc.).


• Responsible for overall solution design, build task development, estimating effort to complete build tasks and oversight of reporting/dashboard creation and UAT.


• Familiarity with the difference between declarative and programmatic development, partner applications (i.e. Conga, DocuSign, AccountingSeed, etc.), and general AppExchange products and when it is appropriate to use each in relation to customer requirements.


• Demonstrates the ability to perform Salesforce.com administration/configuration/data migration duties as needed.


• Works effectively individually and with Coastal Cloud team members and client members toward customer satisfaction and success.


• Act as a solution SME, working with Delivery leadership and Account Executives to accurately scope sales proposals.


• Partner with Project Managers to encourage a collaborative environment with delivery and customer project teams.


• Seeks opportunities to develop professional and technical skills, while also providing guidance and support to Coastal Cloud team members for technical and professional growth.


• Achieves and maintains necessary Salesforce technical certifications and Salesforce partner certifications.

Experience/Skills Required:

• Prior experience working within Financial Services as an employee, or supporting them as a client in a techno functional capacity.


• 4-6 years of advanced skills in Salesforce Platform Business Analysis and exposure to Project Scoping.


• 2+ years experience in a Senior Consultant (or equivalent seniority).


• Demonstrate strong competencies around the core Salesforce.com platform.


• Applied knowledge of Salesforce and the Sales, Services, and Marketing functions.


• Active Salesforce Administrator, Sales Cloud Consultant, and Service Cloud Consultant Certification required, minimum 4x certified preferred.


• Additional Salesforce.com cloud knowledge specific to industry/verticals (Nonprofit Cloud, Education Cloud, Marketing Cloud, Community Cloud, CPQ, Field Service, etc.) preferred.


• Previous experience with software development life cycle (SLDC), Agile or Hybrid preferred.


• Ability to create entity relationship and object relationship diagrams to demonstrate design concepts and tools.


• Excellent organizational skills and ability to handle multiple tasks simultaneously.


• Experience being client-facing and/or acting as an internal project leader and managing multiple stakeholders.


• Ability to develop practical solutions and methodologies on the Salesforce platform.


• Must have full-time permanent US work authorization.

Note – Determination of Senior will be based upon the candidates’ previous relevant experience and depth of skills, and will be determined through our skills interview process.

Additional Preferred Experience/Skills:

• Bachelor’s Degree preferred, or equivalent experience.


• Experience with Financial Services Cloud, and Financial Services Cloud Accredited Professional preferred.


• Travel, as required by client or project milestones.


• Demonstrates a basic level of knowledge of common enterprise systems CRM or ERP.

Why Coastal, and what we offer:

• Flexible working hours with an emphasis on a life-work balance (in that order!).


• Fully remote work; “Live by the beach, work in the Cloud,” plus company office locations in Palm Coast, FL; Atlanta, GA; Tysons, VA; Denver, CO; Lexington, KY & Louisville, KY.


• Unlimited Paid Time Off (RTO), 401K with Company Match, and Medical, Vision, & Dental coverage.


• Competitive quarterly and annual bonus opportunities.


• Continuing education and certification reimbursements, specifically within the Salesforce ecosystem; plus occasional in-house competitions with spot bonuses.


• A flexible and fun team culture! We value transparency, support, flexibility, growth, teamwork, fun, and so much more.


• Frequent team and culture activities, virtual & in-person, including Lunch and Learns, Happy Hours, team-building events, and the Holiday Party to Top All Holiday Parties.


• Quarterly All-Hands calls to bring the company together, and an open-door leadership policy with access to mentorship and guidance.


• Opportunities for accelerated growth, networking, and career guidance and support.


• Trust, transparency and respect across all levels of the company.

Coastal provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.