Solution Engineer - Sales (CBS)

Solutions EngineerSolutions EngineerFull TimeRemoteTeam 501-1,000

Location

United States

Posted

3 days ago

Salary

Not specified

No structured requirement data.

Job Description

Solution Engineer - Sales (CBS)
 
Coastal is seeking a Solution Engineer (CBS focus) to be a critical technical partner in our sales process, primarily focusing on the execution, support, and technical enablement for active opportunities in the Consumer & Business Services sector. This role requires strong technical execution, foundational knowledge of the Salesforce platform, and a dedication to learning and mastering our pre-sales methodology.

Role Responsibilities:
  • Support and facilitate discovery and scoping sessions, focusing on gathering and documenting detailed technical and functional requirements from potential clients.
  • Map brand goals across Consumer Goods Cloud, Loyalty Management, and Marketing Cloud personalization.
  • Build clear level-of-effort estimates, staffing plans, timelines, and assumptions from discovery inputs and complexity drivers
  • Map pre-sales processes, identify bottlenecks, and recommend realistic agent use that reduces cycle time and improves consistency
  • Maintain templates, playbooks, and reusable components to improve speed, margin, and win rate
  • Prep and maintain demo environments (orgs) and conduct solution demos for potential clients.
  • Present solution and commercial narratives to executives and technical stakeholders
  • Provide technical content for RFI, RFP, or RFQs  as needed.
  • Align pricing, terms, and assumptions with Sales and Delivery, and ensure a clean, documented handoff into execution
Experience/Skills Required:
  • 5+ years in pre-sales, solution architecture, or technical leadership in Salesforce consulting
  • Strong background in solution design for Retail, Travel, or Professional Services.
  • Demonstrated success shaping complex deals, building estimates, responding to RFPs, and writing SOWs
  • Applied knowledge of Salesforce and the Sales, Services, and Marketing functions.
  • Experience reviewing and refining AI-assisted outputs with a structured approach to quality, compliance, and brand tone
  • Ability to develop practical solutions and methodologies on the Salesforce platform.
  • Proven ability to lead cross-functional work, and manage concurrent pursuits
  • Excellent communication skills with executives, product owners, and engineers
  • Must have full-time permanent US work authorization
Additional Preferred Experience/Skills:
  • Bachelor’s Degree preferred, or equivalent experience
  • Salesforce certifications
  • Experience with B2C data scale, point-of-sale (POS) integration, and real-time customer journey mapping.
  • Track record improving pre-sales cycle time, accuracy, and margin through process redesign and automation
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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