Solution Architect (FINS) We are looking for a Financial Services Solution Architect to help us support our continued growth. The Solution Architect is responsible for owning the overall design of the technical solution as well as recommending best practice solutions based on client needs. They provide technical guidance to the development of Salesforce.com and other SaaS applications to support business and product strategies. A Solution Architect facilitates discovery sessions to understand client processes and challenges and translates findings into technical requirements supported by a documented solution design. They provide thoughtful leadership and communication to project and client team members in order to build the foundation as a trusted partner. Responsibilities - Responsible for designing a solution to leverage Salesforce products, features, and best practices extended with custom components to meet customer needs - Delivers technical and non-technical documentation for assigned projects, with relevant architecture diagrams (data models, high-level architecture, integration architecture, etc.) - Responsible for overall solution design, build task development, estimating effort to complete build tasks, and oversight of reporting/dashboard creation and UAT. - Familiarity with the difference between declarative and programmatic development, partner applications (i.e. Conga, DocuSign, AccountingSeed, etc), and general AppExchange products and when it is appropriate to use each in relation to customer requirements. - Demonstrates the ability to perform Salesforce.com administration/configuration/data migration duties as needed - Works effectively individually and with Coastal Cloud team members and client members toward customer satisfaction and success - Act as a solution SME, working with Delivery leadership and Account Executives to accurately scope sales proposals - Partner with Project Managers to encourage a collaborative environment with delivery and customer project teams. - Seeks opportunities to develop professional and technical skills, while also providing guidance and support to Coastal Cloud team members for technical and professional growth - Achieves and maintains necessary Salesforce technical certifications and Salesforce partner certifications Required Skills, Education and Experience - Prior experience working within Financial Services as an employee or supporting them as a client in a techno-functional capacity. - 4-6 years of advanced skills in Salesforce Platform Business Analysis and exposure to Project Scoping - 2+ years experience as a Senior Consultant (or equivalent seniority) - Demonstrate strong competencies around the core Salesforce.com platform - Applied knowledge of Salesforce and the Sales, Services, and Marketing functions - Active Salesforce Administrator, Sales Cloud Consultant, and Service Cloud Consultant Certification required, minimum 4x certified preferred - Additional Salesforce.com cloud knowledge specific to industry/verticals preferred - (Nonprofit Cloud, Education Cloud, Marketing Cloud, Community Cloud, CPQ, Field Service, etc.) - Previous experience with software development life cycle (SLDC), Agile or Hybrid preferred - Ability to create entity relationship and object relationship diagrams to demonstrate design concepts and tools - Excellent organizational skills and ability to handle multiple tasks simultaneously - Experience being client-facing and/or acting as an internal project leader and managing multiple stakeholders - Ability to develop practical solutions and methodologies on the Salesforce platform - Must have full-time permanent US work authorization - Note – Determination of Senior will be based upon the candidates’ previous relevant experience and depth of skills, and will be determined through our skills interview process. Additional Requirements - Bachelor’s Degree preferred, or equivalent experience - Experience with Financial Services Cloud, and Financial Services Cloud Accredited Professional preferred - Travel, as required by client or project milestones - Demonstrates a basic level of knowledge of common enterprise systems CRM or ERP 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

• Act as the primary, dedicated point of contact for many of Ookla’s highest valued customers • Actively develop and grow relationships across your customer’s business and technical organizations • Educate, train, and support our clients to ensure optimum utilization of our product suite • Act as the primary resolution function for any issues or questions raised by your customers • Personally troubleshoot customer-facing business and technical issues, and drive issue escalation within Ookla as needed • Engage with Director and C-Level executives in support of their business needs • Partner internally with the sales team to periodically review account health and identify opportunities for future growth within your accounts, and assist with pre-sales activities • Champion and advocate for customer requirements within Ookla (be their voice) • Participate in customer requested meetings (onsite or via phone) • Continually develop your own knowledge and application of new technologies to support and enable growth of our customers • Think strategically about business, product, and technical challenges as you help our customers take advantage of Ookla’s data products. • Leverage AI tools to improve efficiency in reporting, analysis, customer communication, and internal workflows. • Identify opportunities to automate repetitive tasks across customer success, technical analysis, and operational processes. • Support the development of AI-assisted dashboards, summaries, insights, and executive-ready outputs. • Use AI to accelerate market analysis, customer benchmarking, root-cause investigation, and trend identification. • Collaborate with product, data, and engineering teams to explore AI-driven use cases that improve customer value.

• Support field sales in helping customers understand the value of the Kong API/Connectivity Management platform. • Understand customer requirements and how the Kong platform can help. Grow trusted client relationships throughout the entire sales lifecycle, from initial product reviews to production. • Support PoCs throughout the entire evaluation process. • Ensure 100% customer satisfaction across assigned set of accounts. • Prioritize customer needs and coordinate with support, product, and engineering teams to help support customer needs. • Create technical documentation for DevOps, implementations, and services engagements. • Support top-of-funnel marketing by creating blogs, webinars, and participating in trade shows and field events. • And any additional tasks required by manager.

• Responsible for designing and implementing enterprise-grade platform solutions • Ensure reliable technical execution within Agile delivery • Provide direction to engineering team members • Lead solution design, implement complex workflows, integrations, and AI capabilities • Monitor platform health and performance • Provide technical leadership within Agile processes • Align platform practices with governance and total cost of ownership goals • Design complex, cross-functional automation solutions