Customer Success Manager with Tableau Expertise
Salesforce.com India Pvt Ltd
About the role
Role Overview
You are currently looking for a versatile Customer Success Manager with expertise in Tableau to join the team at Salesforce. As a Customer Success Manager (CSM), you will be responsible for acting as an extension of the customer's workforce, providing guidance and advice to ensure they achieve a significant return on investment with Salesforce's Tableau product. Your role will involve identifying and addressing technical and business concerns and requests, aligning them with customer priorities, projects, and issues. You are expected to bring senior-level expertise and coordinate all deliverables the customer is entitled to, including overseeing the day-to-day customer experience from onboarding through Signature contract renewal and expansion. As the primary point of contact for the account's success, you will collaborate closely with Product Management, Sales, Technical Support, and Engineering to lead the customer relationship.
You are currently looking for a versatile Customer Success Manager with expertise in Tableau to join the team at Salesforce. As a Customer Success Manager (CSM), you will be responsible for acting as an extension of the customer's workforce, providing guidance and advice to ensure they achieve a significant return on investment with Salesforce's Tableau product. Your role will involve identifying and addressing technical and business concerns and requests, aligning them with customer priorities, projects, and issues.
Key Responsibilities
- Customer Success Advocacy: Serve as the primary point of contact, leveraging deep industry, product, and technical knowledge to guide customers in achieving business objectives through Tableau utilization.
- Stakeholder Alignment: Develop and nurture strong relationships at key stakeholder levels, aligning with customer needs across various market segments, sizes, and solution complexities.
- Strategic Guidance: Assess customer goals and capabilities, offer recommendations for Tableau ecosystem health, performance optimization, and achieving business and technology objectives.
- Business Value Delivery: Cultivate executive-level relationships within customer IT and business leadership, solidifying partnership commitments and driving innovation aligned with customers' business challenges and growth potential.
- Adoption Path & Enablement: Contribute to Tableau knowledge, community, and training resources, create comprehensive adoption plans showcasing current and future states, enabling the customer through an underlying roadmap.
- Technical Expertise Application: Apply Tableau product knowledge to address technical concerns, ensure acceptable resolutions, and align platform features with customer priorities and roadmaps.
- Proactive Support & Enhancement: Conduct quarterly reviews, identify trends, and provide tailored release recommendations to ensure stability, performance, and feature enhancement.
- Internal Relationship Building: Forge strong multidisciplinary relationships with Sales, Engineering, and Product Management to lead and coordinate customer relationships for success and revenue opportunities.
- Evolution of Roles: Anticipate and adapt to role changes per evolving Salesforce needs.
Qualifications Required
- Experienced professional with 8+ years of relevant industry expertise in Customer Success, SaaS platform use or project leadership, Technology Consulting, and/or Solutions Architecture. Demonstrating expertise in Tableau or a specific line of business (LoB).
- Strong consulting skills and validated ability to drive business value, facilitate discussions, handle objections, and influence C-level conversations.
- Familiarity with Salesforce product and platform features, governance principles, methodologies, and enterprise architecture.
- Excellent communication skills to articulate technical issues to diverse audiences.
- Degree or equivalent experience required. Experience will be evaluated based on the strengths you'll need for the role (e.g. demonstrated behaviors in previous jobs, that align to role needs such as extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
Additional Details
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. The company is committed to workforce transformation and empowering employees to be Trailblazers in driving innovation and connecting with customers in new ways. Salesforce values inclusivity and equality, creating a workplace that reflects society through various inclusive programs and initiatives. As a Customer Success Manager at Salesforce, you will play a crucial role in helping customers maximize the value of Salesforce with an enterprise experience and the fastest support, delivered by skilled experts through the Signature Success Plan. (Note: The above Additional Details section is a paraphrased summary of the company's values and commitment mentioned in the job description.)
Requirements
- Experienced professional with 8+ years of relevant industry expertise in Customer Success, SaaS platform use or project leadership, Technology Consulting, and/or Solutions Architecture.
- Demonstrating expertise in Tableau or a specific line of business (LoB).
- Strong consulting skills and validated ability to drive business value, facilitate discussions, handle objections, and influence C-level conversations.
- Familiarity with Salesforce product and platform features, governance principles, methodologies, and enterprise architecture.
- Excellent communication skills to articulate technical issues to diverse audiences.
- Degree or equivalent experience required.
Responsibilities
- Serve as the primary point of contact, leveraging deep industry, product, and technical knowledge to guide customers in achieving business objectives through Tableau utilization.
- Develop and nurture strong relationships at key stakeholder levels, aligning with customer needs across various market segments, sizes, and solution complexities.
- Assess customer goals and capabilities, offer recommendations for Tableau ecosystem health, performance optimization, and achieving business and technology objectives.
- Cultivate executive-level relationships within customer IT and business leadership, solidifying partnership commitments and driving innovation aligned with customers' business challenges and growth potential.
- Contribute to Tableau knowledge, community, and training resources, create comprehensive adoption plans showcasing current and future states, enabling the customer through an underlying roadmap.
- Apply Tableau product knowledge to address technical concerns, ensure acceptable resolutions, and align platform features with customer priorities and roadmaps.
- Conduct quarterly reviews, identify trends, and provide tailored release recommendations to ensure stability, performance, and feature enhancement.
- Forge strong multidisciplinary relationships with Sales, Engineering, and Product Management to lead and coordinate customer relationships for success and revenue opportunities.
- Anticipate and adapt to role changes per evolving Salesforce needs.
Skills
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