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AI Summary
Lead the Financial Services Solutions Delivery team by managing Solution Architects and overseeing complex enterprise architecture for Tier-1 clients. Establish global delivery standards and partner with sales to scope technical requirements for large-scale FinServ RFPs.
Solutions Delivery Director (FINS)
Coastal is seeking a high-caliber leader to serve as our Financial Services Solutions Delivery Director. This is a hybrid leadership and technical role designed for a Salesforce expert who thrives on the intersection of complex enterprise architecture and operational excellence
Role Responsibilities:
Coastal is seeking a high-caliber leader to serve as our Financial Services Solutions Delivery Director. This is a hybrid leadership and technical role designed for a Salesforce expert who thrives on the intersection of complex enterprise architecture and operational excellence
Role Responsibilities:
- Directly manage our team of Solution Architects, providing regular coaching, career pathing, and performance evaluations.
- Act as an escalation point for technical roadblocks within the delivery lifecycle.
- Support Resource planning by ensuring the right Solution Architects are matched to the right projects based on skill and industry fit.
- Serve as the Lead Enterprise Architect for our most complex, high-stakes FinServ engagements
- Design scalable, multi-cloud Salesforce solutions that align with client business goals.
- Provide high-level technical oversight and "Architect-in-the-Room" presence for Tier-1 projects.
- Bridge the gap between business requirements and technical execution for enterprise clients.
- Act as the internal and external champion for Coastal’s Financial Services vertical.
- Lead the FinServ Solution Community, fostering knowledge sharing and industry-specific innovation.
- Stay ahead of Salesforce Financial Services Cloud (FSC) updates, regulatory changes, and fintech trends.
- Curate a library of FinServ-specific accelerators, blueprints, and best practices.
- Define and establish what excellence looks like for onboarding and career development standards of Solution Architects within the FInacial Services vertical.
- Build the Blueprint: Establish and enforce global delivery standards for Solution Architecture (e.g., design document templates, code review protocols, and UAT standards).
- Onboarding: Design and execute the onboarding program for new SAs to ensure a seamless transition into the firm’s methodology.
- Partner with the sales team to win complex deals by helping to Scope technical requirements and estimate effort for large-scale FinServ RFPs. and ensuring a smooth handoff from the pre-sales phase to the delivery team.
- Conduct technical demonstrations and lead "Visioning" workshops for prospective clients
Experience/Skills Required:
- 10+ years in the Salesforce ecosystem, with at least 5 years in a leadership or Director-level role within a consulting environment.
- Deep experience in Financial Services (Banking, Insurance, or Wealth Management) and a mastery of Financial Services Cloud.
- Certified Salesforce System or Application Architect (CTA preferred but not required).
- Leadership: Proven track record of managing and scaling a team of high-performing Solution Architects.
- Ability to explain complex technical concepts to C-suite stakeholders with clarity and wit.
- Must have full-time permanent US work authorization
Additional Preferred Experience/Skills:
- Bachelor’s Degree preferred, or equivalent experience
Why Coastal, and what we offer:
- Flexible working hours with an emphasis on a life-work balance (in that order!)
- Remote friendly - “Live by the beach, work in the Cloud,” plus company office locations in Palm Coast, FL; Atlanta, GA; Tysons, VA; Lexington, KY
- Unlimited Paid Time Off (RTO), 401K with Company Match, and Medical, Vision, & Dental coverage
- Competitive quarterly bonus opportunities
- Continuing education and certification reimbursements, specifically within the Salesforce & Snowflake ecosystems; 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.
- Monthly 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.
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