Salesforce.Com Inc
Customer Success Manager - Tableau
Salesforce.Com Inc, Chicago, Illinois, United States, 60290
Overview
Customer Success Manager (CSM) role supporting Salesforce's Tableau customers to understand business objectives and deliver technical guidance to drive business value. You will partner with sales and coordinate internal resources to improve customer health, increase user adoption, and reduce churn. This role requires deep technical knowledge of the Salesforce platform and the ability to collaborate across internal and external teams to provide a unified Signature experience. As a named resource and partner for customer organizations, you will act as a trusted advisor, managing key events, needs, risks, and value drivers. You will be the point of contact for major customer incidents, managing expectations and communications through resolution. Responsibilities
Serve as the single point of customer accountability responsible for orchestration of all Signature deliverables, experience, renewal, and expansion. Cultivate and maintain stakeholder relationships with the customer's IT and business executive leadership, sponsors, and decision-makers within organizations that have purchased Signature. Help customers achieve business goals on the Salesforce platform by: Coordinating the completion of the Signature Success catalog of services as required for each customer. Providing timely, proactive Salesforce feature guidance based on customer interests. Advising customers on adoption of new features in Salesforce's annual release schedules and identifying potential challenges and risks. Communicate the value of Signature Success and ensure all collaborators understand this value to support renewals. Advocate for customers during triage and resolution of high-severity cases to support timely resolution. Occasional travel to customer sites and possible after-hours or weekend coverage as needed. Minimum Requirements
Minimum of 8 years of work experience in one or more of: Technical Customer Success, SaaS platform use or project leadership, Technology Consulting, Technology Solutions Development, or Technical/ Solutions Architecture. Experience with Tableau products, or a competing platform (e.g., Microsoft Power BI, Looker, Qlik, MicroStrategy, Domo). Exceptional communication and presentation skills with ability to influence at all levels, including executive and C-level. Ability to analyze technical concepts and translate to business terms; map business requirements to technical features. Ability to explain complex technical concepts in business-friendly terms to customers and align with internal partners. Knowledge of software development processes and design methodologies. Experience leading cross-functional teams to address customer needs or projects. Preferred Requirements
Salesforce product certifications are a plus (AI Associate, Administrator, Advanced Administrator, Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant; Tableau Desktop, Tableau Server, Tableau Data Analyst). Knowledge of Salesforce products, capabilities, best use, and deployment. Experience working with enterprise-level customers. Note
This is an office-flexible role. The expectation is to be in-office 3 days a week. Locations include Seattle/Bellevue, Chicago/Indianapolis, and Atlanta. Our Investment In You
World-class enablement and on-demand training check out trailhead.com for a sneak peek. Exposure to executive thought leaders with a passion for living our values. Clear path to promotion with accelerated leadership development programs. Weekly 1:1 coaching with leadership. Fast Ramp mentorship program. Week-long product bootcamp. Sandler Sales Training. Volunteer Opportunities
We follow a 1:1:1 model focused on giving back to the community. Salesforce is recognized for philanthropy and culture, and this values-driven approach supports our success and innovation. Visit our benefits site for the full breakdown of health, financial, time off, parental benefits, and perks. Accommodations: If you require assistance due to a disability applying for open positions, please submit a request via the Accommodations Request Form. Posting Statement
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. Recruiting, hiring, and promotion decisions are based on merit, qualifications, and business needs, without regard to protected characteristics. For more information about rights and protections, know your rights: workplace discrimination is illegal. Compensation in the United States will be determined by location, role, knowledge, skills, and experience. Some roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a comprehensive benefits program. Details vary by location. #J-18808-Ljbffr
Customer Success Manager (CSM) role supporting Salesforce's Tableau customers to understand business objectives and deliver technical guidance to drive business value. You will partner with sales and coordinate internal resources to improve customer health, increase user adoption, and reduce churn. This role requires deep technical knowledge of the Salesforce platform and the ability to collaborate across internal and external teams to provide a unified Signature experience. As a named resource and partner for customer organizations, you will act as a trusted advisor, managing key events, needs, risks, and value drivers. You will be the point of contact for major customer incidents, managing expectations and communications through resolution. Responsibilities
Serve as the single point of customer accountability responsible for orchestration of all Signature deliverables, experience, renewal, and expansion. Cultivate and maintain stakeholder relationships with the customer's IT and business executive leadership, sponsors, and decision-makers within organizations that have purchased Signature. Help customers achieve business goals on the Salesforce platform by: Coordinating the completion of the Signature Success catalog of services as required for each customer. Providing timely, proactive Salesforce feature guidance based on customer interests. Advising customers on adoption of new features in Salesforce's annual release schedules and identifying potential challenges and risks. Communicate the value of Signature Success and ensure all collaborators understand this value to support renewals. Advocate for customers during triage and resolution of high-severity cases to support timely resolution. Occasional travel to customer sites and possible after-hours or weekend coverage as needed. Minimum Requirements
Minimum of 8 years of work experience in one or more of: Technical Customer Success, SaaS platform use or project leadership, Technology Consulting, Technology Solutions Development, or Technical/ Solutions Architecture. Experience with Tableau products, or a competing platform (e.g., Microsoft Power BI, Looker, Qlik, MicroStrategy, Domo). Exceptional communication and presentation skills with ability to influence at all levels, including executive and C-level. Ability to analyze technical concepts and translate to business terms; map business requirements to technical features. Ability to explain complex technical concepts in business-friendly terms to customers and align with internal partners. Knowledge of software development processes and design methodologies. Experience leading cross-functional teams to address customer needs or projects. Preferred Requirements
Salesforce product certifications are a plus (AI Associate, Administrator, Advanced Administrator, Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant; Tableau Desktop, Tableau Server, Tableau Data Analyst). Knowledge of Salesforce products, capabilities, best use, and deployment. Experience working with enterprise-level customers. Note
This is an office-flexible role. The expectation is to be in-office 3 days a week. Locations include Seattle/Bellevue, Chicago/Indianapolis, and Atlanta. Our Investment In You
World-class enablement and on-demand training check out trailhead.com for a sneak peek. Exposure to executive thought leaders with a passion for living our values. Clear path to promotion with accelerated leadership development programs. Weekly 1:1 coaching with leadership. Fast Ramp mentorship program. Week-long product bootcamp. Sandler Sales Training. Volunteer Opportunities
We follow a 1:1:1 model focused on giving back to the community. Salesforce is recognized for philanthropy and culture, and this values-driven approach supports our success and innovation. Visit our benefits site for the full breakdown of health, financial, time off, parental benefits, and perks. Accommodations: If you require assistance due to a disability applying for open positions, please submit a request via the Accommodations Request Form. Posting Statement
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. Recruiting, hiring, and promotion decisions are based on merit, qualifications, and business needs, without regard to protected characteristics. For more information about rights and protections, know your rights: workplace discrimination is illegal. Compensation in the United States will be determined by location, role, knowledge, skills, and experience. Some roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a comprehensive benefits program. Details vary by location. #J-18808-Ljbffr