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Director - Industry Advisor; FINS

Job in Indianapolis, Hamilton County, Indiana, 46262, USA
Listing for: Coastal
Full Time position
Listed on 2026-09-30
Job specializations:
  • Sales
    Business Development, Account Manager, Client Relationship Management
Salary/Wage Range or Industry Benchmark: 150000 - 230000 USD Yearly USD 150000.00 230000.00 YEAR
Job Description & How to Apply Below
Position: Director - Industry Advisor (FINS)
Location: Indianapolis

The Industry Advisor (FINS - Insurance focus) will be instrumental in taking the organization to the next level of performance, helping to scale the organization and its capabilities. This individual will have a deep understanding and experience in the Financial Services & Insurance industries, partnering with GTM and Delivery to drive growth strategies around our key accounts. The Industry Advisor is responsible for driving cross-functional growth strategies and influencing both new logos and existing clients to show key performance indicators from their engagements with Coastal.

Role Responsibilities:
  • Strong industry understanding, structured problem solving, strategic clarity, executive presence (verbal and written), and solutions to drive deliver growth
  • Represent Coastal at key industry events, identifying new growth opportunities and building relationships with key industry stakeholders
  • Act as the Voice of FINS to prospects, clients, and partners
  • Represent Coastal at Dream force, ITC and like events focusing on Financial Services Cloud (FSC) and AI-driven solutions.
  • Responsible for supporting the scoping and estimating of programs and projects
  • Guide "True North" sessions for Insurance executives to modernize legacy core-banking integrations via Mule Soft.
  • Co-sell, grow, and manage strategic prospects
  • Develop competitive analyses designed to elevate Coastal’s brand against competitors
  • Educate and enable sales, pre-sales, and customer success teams specific to sub-verticals and influence Coastal’s POV
  • Partner cross-functionally on relevant content for events, marketing materials, and partnered GTM activities
  • Support market-ready solution direction & growth strategy execution
  • Engage with Salesforce RVPs and AEs to partner on new opportunities, drive new projects, and become a trusted partner.
  • Develop competitive GTM strategies for the Insurance sub-vertical
  • Proven ability to build, manage and foster a team-oriented environment.
  • Provide leadership, coaching, performance feedback and resources to associates
  • Be a clear and consistent communicator with the team and leadership
  • Work with your team to create estimates aligned with the customer requirements, expectations, and agreed upon deliverables.
  • Coach, mentor, and grow Market team members
  • Travel as needed to support the sales cycles to close business
Experience/

Skills Required:
  • 8+ years of consulting experience in delivery leadership relative to iterative software development, ideally Salesforce, in the FINS industry
  • 5+ years of Sales experience
  • Proven Portfolio Growth – you will be responsible for growing our Coastal customers
  • Deep industry expertise with a point of view on the insurance industry
  • Commitment to building long-term relationships with customers and winning business through trusted relationships
  • 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 communicator who can easily understand business requirements and think on their feet
  • Consistent record of building and running robust teams
  • Self-starter with the ability to multitask in a fast-paced and high-pressure work environment
  • Strong customer orientation and results-driven leader
  • Demonstrated ability to analyze and interpret data for value-based discussions
  • 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:
  • Experience leading digital transformation and large-scale change management efforts
  • Strong understanding of AI
  • Abilit…
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