Project Manager II (HLS) We are looking for a Project Manager II to help us support our continued growth.The Project Manager is responsible for leading a project’s delivery team through the successful delivery of all projects. Project Managers may be managing one or more client engagements at the same time. They manage Coastal Cloud resources and interface with client members to most effectively meet budget, delivery and customer satisfaction goals. They manage risks and resolve issues via regular status meetings with the project team and all stakeholders. The size of these engagements may range between $100,000 - $500,000, include up to two workstreams, and up to (10) team members. Role Responsibilities: - Lead the delivery team, drive desired professional behaviors and motivate the team to the highest levels of performance and ensure that team resources have the best conditions to perform successfully. - Ensure all team members understand their role and delegated tasks on the project - Empower each team member by enabling, mentoring and delegating tasks for their success - Manage the client relationship throughout the engagement to build and maintain a strong customer relationship. - Continually assess people, process and technology risks and adjust project plans to address them accordingly. - Proactively manage risks and issues and the communication upwards both internally and with client to ensure that project KPIs are defined and baseline metrics are recorded - Provides mentoring and guidance to Coastal Cloud project team members and maintains accurate metrics of performance throughout implementations - Leverage a solid understanding of the Salesforce product suite in order to validate key design options and present proposal solutions to all levels of client management - Leverage your solid understanding of the Salesforce product suite and project understanding to validate with the team members key design options and assist in presenting/representing proposal solutions to all levels of client management - Set up and maintenance of tools to track overall project execution including Project Plan, Forecast accuracy, TaskRay set up and execution, Risk & Issue log - Responsible for proper close out of the project including CSAT review - Support change management initiatives and overall Coastal Cloud best practices - Travel with client or project team as needed Experience/Skills Required: - Minimum five years of full life-cycle Salesforce implementation experience as Project Manager, providing strong leadership and delivery oversight - Strong client management and communication skills, ability to interface with high-level internal and external stakeholders with a focus on building trust and collaboration - Minimum of an active Salesforce Administrator or other Salesforce certification required - Ability to maintain oversight and organization of multiple mid to large level projects ranging in duration, size, and budget with multiple workstreams in the Salesforce ecosystem - Exposure to Multiple Salesforce Clouds and integration with additional SaaS platforms - Exceptional writing and presentation skills, ability to lead high-level stakeholders in technical discussions and project oversight - Ability to lead internal team stand-ups, providing guidance and mentorship throughout the project delivery lifecycle - Work with leadership to follow up with client (and/or internally) to communicate and execute mitigation plan - Must have full-time permanent US work authorization - Note – Determination of I, II, III 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 - PMP Certification - Salesforce Administrator Certification preferred 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.

PMO Business Partner The PMO (Project Management Office) Business Partner is a detail-oriented leadership role responsible for ensuring that Coastal’s project management standards are executed with precision across specific market segments. Reporting to the Sr. Director, PMO, this role moves beyond theoretical governance to focus on the operational health of project delivery. You are responsible for ensuring that every project within your market adheres to the defined "Coastal Way," from initial scoping to final closeout. This leader serves as the bridge between PMO global standards and the day-to-day reality of project execution. By partnering with VPs of Delivery, you ensure that innovation pilots and strategic methodology changes are actually implemented at the project level. Your success is measured by the consistency of delivery, the accuracy of project data, and the seamless adoption of PMO playbooks by the delivery teams. Role Responsibilities: - Operationalize PMO Standards: In partnership with Market leadership, ensure the frameworks and standards defined by the PMO and PMO Tiger Team are fully operationalized at the market-level, ensuring every project team understands their tactical requirements. - Project Health Oversight: Conduct rigorous, detail-oriented "Project Health Checks" and audits to ensure compliance with Coastal’s delivery standards, financial targets, and risk management protocols. - Consistency Management: Ensure that all project managers within the market are utilizing standardized templates, reporting cadences, and toolsets (e.g., Salesforce, Smartsheets, etc.) with continually improving accuracy. - Execution Guardrails: Act as a supporting line of defense for delivery risks, providing tactical intervention and course correction when project-level execution drifts from the established methodology. - Feedback Loop Management: Capture granular, on-the-ground feedback regarding PMO tools and templates to inform continuous improvement of the global standard. - Resource Optimization: Work closely with VPs of Delivery, the Resource Manager, and other members of the People & Culture team to ensure project staffing aligns with both client needs and the operational requirements of the PMO framework. - Methodology Alignment: Ensure key steps and stages of methodology including True North, SNAP, QBRs, and other project lifecycle consulting methodologies are not just "suggested" but are mechanically integrated into the project schedules and milestones of every engagement. - Data Integrity: With Market-level leadership and PMO Performance Analyst, ensure regular reviews of market-level project data, including that financial forecasting, utilization rates, and margin tracking are documented with high precision and accuracy. Identify and follow-up on areas of challenge providing engaged support in maintaining hygiene to ensure reporting accuracy across all key project metrics. - Stakeholder Coordination: Serve as the tactical point of contact for VPs of Delivery and Delivery Directors, providing them with transparent, data-driven insights into project performance and delivery risks. - Performance Analytics: Analyze project variances (budget, schedule, scope) within the market to identify systemic execution gaps and deploy targeted training or process fixes in partnership with PM Academy Manager and PMO Performance Analyst. - Quality Assurance: Ensure that project closeout activities, including "Lessons Learned" and asset harvesting, are completed with the detail required to fuel organizational learning and continuous improvement. - Client Satisfaction & Success Stories: Ensure that project closeout activities include closure on critical Client Satisfaction and Customer Success Story activities. - Tactical Coaching: Provide hands-on mentorship to Project Managers and Associate PMs, focusing on the mastery of Coastal’s PMO tools, financial tracking, and status reporting. - Onboarding & Training: In partnership with the PM Academy Manager, lead the market-level onboarding for new hires to ensure they are immediately proficient in the specific "how-to" of Coastal’s delivery mechanics. - Culture of Discipline: Foster a delivery culture that prioritizes documentation, data accuracy, transparent reporting, and proactive risk communication over "heroics." Experience/Skills Required: - 6–8 years of experience in program management, operational excellence, or transformation consulting; 3+ years specifically in a "scaling" or "enablement" role. - Proven track record in a PMO or Project Management leadership role with a heavy focus on governance, reporting, and process compliance. - Exceptional ability to analyze project financial data and schedules to identify hidden risks before they impact the client. - A relentless focus on the "small things"—ensuring templates are used correctly, data is updated on time, and milestones are accurately tracked. - Mastery of professional services automation (PSA) tools and project management software; experience with Salesforce-integrated PM tools is a major plus. - Demonstrated ability to lead cross-functional teams through complex project lifecycles using a structured methodology. - Ability to translate complex project data into clear, actionable status updates for executive stakeholders. - Skilled at navigating the tension between "delivery speed" and "process adherence" to ensure neither is compromised. - Must have full-time permanent US work authorization Additional Preferred Experience/Skills: - Familiarity with the Salesforce and Snowflake ecosystems is highly preferred to understand the technical nuances of the pilots being scaled. - Bachelor’s Degree or equivalent experience. - Certifications in Project Management (PMP), Change Management (PROSCI/CCMP), or Lean/Six Sigma are highly valued. - A "Builder" mindset—takes satisfaction in creating order out of ambiguity. - Resilience and adaptability when navigating the friction of organizational change. 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.

Senior PMO Performance Analyst The PMO Performance Analyst is the primary steward of Coastal’s project delivery data. Reporting to the Sr. Director, PMO, this role is responsible for the mechanical accuracy, collection, and analysis of the key data points that drive adherence to PMO standards and attainment of Delivery Excellence. You are not just a report builder; you are an operational analyst who digs into the "why" behind project variances, ensuring that the PMO leadership has a transparent, real-time view of portfolio health. This role focuses on the high-fidelity tracking of project metrics—from resource utilization to margin leakage—ensuring that every data point in our PSA and CRM systems reflects the ground truth of our delivery execution. Your success is measured by the elimination of data "blind spots" and the creation of a robust, automated analytics capability that powers the PMO. Role Responsibilities: - Project Health Auditing: Conduct weekly deep-dive audits of project data to ensure compliance with PMO standards for status updates, milestone accuracy, and budget tracking. - Variance Analysis: Identify and investigate "Red/Yellow" project indicators, performing root-cause forensics on schedule slippage, scope creep, and budget overages. - Data Hygiene Management: Act as the primary administrator for data integrity across Accorto, Smartsheet, and Salesforce, ensuring that "messy" data is identified and corrected at the source by Project Managers. - Revenue & Margin Tracking: Analyze the gap between planned vs. actual margins, providing the PMO with specific insights into where delivery costs are eroding profitability. - Dashboard Architecture: Work in partnership with IT to design and maintain a suite of PMO dashboards that track the key health metrics and adherence to standards. - Weekly Performance Reporting: Produce high-impact, weekly snapshots of market-level performance for the PMO Business Partners, highlighting teams or projects requiring support or intervention. - Utilization Analytics: Track and forecast resource demand vs. capacity, identifying bottlenecks in the workforce that could lead to delivery delays or consultant burnout. - Benchmarking: Develop internal benchmarks for different project types (Salesforce Implementation vs. Snowflake Architecture) to help the PMO refine estimating accuracy. - PSA Tool Optimization: Partner with IT and Operations to refine the technical configuration of our PSA tools, ensuring they capture the data points necessary for advanced analytics. - SOP Documentation: Create and maintain the "Data Standards Manual" for the PMO, outlining exactly what date as well as how and when it must be entered to ensure reporting consistency. - Feedback Loops: Use data trends to recommend specific changes to the PMO playbook and PM Academy training, identifying which delivery steps are consistently over-budget or under-estimated and which key project milestones activities may be struggling with adoption of best practices and delivery methodologies. - Training Support: Provide technical "How-To" support to Project Managers on the correct way to use PMO tools to ensure data outputs remain high-quality. - Ad-Hoc Analysis: Conduct rapid-response data modeling for the SVP of Delivery Excellence to support strategic decisions around hiring, market expansion, or service pricing. - Asset Harvesting Coordination: Use data to identify the "Golden Projects"—those that hit all financial and quality targets—to help the team extract reusable templates and best practices. - Stakeholder Transparency: Ensure that project data is structured to be easily consumable for executive-level reporting, removing technical jargon in favor of clear business insights. Experience/Skills Required: - 2-4 years of experience as a PMO Analyst, Project Controller, or Operations Analyst within a professional services or IT consulting firm. - Advanced experience in a PMO environment with a specific focus on project financial modeling (BVA, EAC, Margin analysis). - Advanced-level proficiency in Salesforce, PSA tools, and Business Intelligence platforms (Tableau, CRM Analytics). - A relentless commitment to data accuracy; the ability to spot a single incorrect entry in a massive data set that skews the portfolio view. - Mastery of complex formulas, pivot tables, and data manipulation techniques for cleaning and merging disparate data sets. - The ability to take raw numbers and turn them into a narrative that explains the operational health of a project. - Strong understanding of the project lifecycle (Waterfall, Agile, Hybrid) and how each phase generates specific data points. - Must have full-time permanent US work authorization Additional Preferred Experience/Skills: - Understanding the typical work-breakdown structures (WBS) associated with Salesforce or Snowflake implementations. - Proficiency in diverse professional services contract models (Time & Expense, Fixed Fee) and their project management, revenue forecasting, and realization impacts. - Bachelor’s Degree in Finance, Business, or Data Science.CAPM or PMP certification is a strong plus. - Highly organized with a systematic approach to problem-solving. - Ability to maintain objectivity and present "uncomfortable" data truths to leadership with clarity and professionalism. - Strong communicator who can coach PMs on the importance of data hygiene. - Proven ability to partner with delivery leaders as champions in a federated PMO model, influencing adoption of standards and enabling PM success without direct authority. 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.

• Manage multiple client marketing projects including website builds, funnel development, and marketing campaigns. • Coordinate timelines, deliverables, and stakeholders across design, development, and marketing teams. • Ensure projects are delivered on time and aligned with client goals and marketing strategy. • Track project progress and proactively resolve bottlenecks. • Serve as a primary point of contact for clients on marketing project execution. • Translate client requirements into clear project scopes and actionable tasks. • Present updates, insights, and recommendations to clients. • Support the execution of B2B SaaS marketing strategies, including inbound marketing, lead generation, and funnel optimization. • Identify opportunities to improve marketing performance through data, experimentation, and automation. • Collaborate with internal teams on campaign execution and optimization. • Oversee SEO initiatives including keyword research, on-page optimization, and technical SEO improvements. • Work closely with development teams on Webflow-based websites and landing pages. • Monitor SEO performance and recommend improvements. • Manage and optimize marketing automation workflows. • Utilize marketing platforms to support lead generation and nurturing. • Track campaign performance and report insights using analytics tools.