Senior Consultant (FINS)

We are looking for a Senior Consultant to help us support our continued growth, focused specifically on nCino engagements. The Senior Consultant reviews, analyzes, and evaluates business systems, business requirements and user needs. They are able to independently formulate and implement more complex systems / solutions that meet client business strategies. The Senior Consultant is responsible for conducting meetings and preparing business process documentation, process flow analysis, technology-enabled process improvement/redesign, requirements definition, data modeling and detailed functional design. This person begins to demonstrate expertise in major / minor areas. The Senior Consultant relies on instructions and pre-established guidelines to perform the functions of the job. The Senior Consultant is able to lead specific portions of projects or manage their own engagements.
Role Responsibilities:
Works effectively individually and with Coastal and client team members to achieve customer success
Takes direction from project team members and immediate supervisor, but takes initiative and shows leadership when appropriate
Is able to exercise independent judgment on small and medium sized client engagements, or take a lead role on key components of a larger project
Demonstrates the ability to perform Salesforce.com administration / configuration / data migration / integration duties as directed
Is able to effectively facilitate meetings and demonstrate brainstorming / consensus building skills
Experience/Skills Required:
5-7 years of work experience in the field and at least 1 year of consulting experience
Hands-on experience with nCino
Technical Background / Degree Program preferred
Minimum of an active Salesforce Administrator or other Salesforce certification required
Able to discuss experience with Salesforce.com or similar CRM
Possesses excellent oral and written communication skills
Ability to work independently
Able to discuss the benefits of a Software as a Service (SaaS) model
Basic Knowledge of implementation and configuration of enterprise systems such as CRM or ERP
Ability to learn quickly and think creatively
Team player with strong interpersonal skills and ability to take a leadership role when necessary
Detail-oriented individual with the ability to quickly assimilate and apply new concepts, business models, and technologies
Must have full-time permanent US work authorization
Note – Determination of Senior will be based upon the candidate's 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
Business Process
Process Flow Analysis
Requirements Definition
Configuration Workbook
Data Models
Detailed Functional Design
Project Plan
Seeks opportunities to develop professional skills
Achieves one technical certification each quarter as specified by immediate supervisor/manager
Travels with client or project team as needed
Why Coastal, and what we offer:
Flexible working hours with an emphasis on a life-work balance (in that order!)
Remote flexible work; plus company office locations in Palm Coast, FL; Atlanta, GA; Tysons, VA & Lexington, KY; travel as required to client locations
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 and 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.

Work arrangement
Yes