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Customer Success Manager - Tableau/ Business Intelligence Solutions

Greg's List - DC
City of London
1 week ago
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Overview

Customer Success Manager for Tableau/Business Intelligence Solutions. The CSM serves as a named resource and trusted advisor for Salesforce customer organizations, focusing on delivering value through the Signature Success Plan, improving customer health, driving adoption, and supporting renewals and expansions.

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 customerIT and business executive leadership, sponsors, and decision-makers within customer organizations that have purchased Signature.
  • Help customers achieve their business goals on the Salesforce platform by:
    • Coordinating the completion of the Signature Success catalog of services as required for your customer.
    • Providing timely, proactive Salesforce feature guidance based on the areas of interest for your customer.
    • Acting as an advisor to your customers for the adoption of new features of Salesforcennual release schedules and identifying potential challenges and risks to your customers implementation.
    • Communicating the value of Signature Success and ensuring all collaborators understand this value to support renewals.
    • Acting as an advocate for customers during the triage and resolution of high-severity cases to assist with timely resolution.
Minimum Requirements
  • Minimum of 7 years work experience in one or more of the following: Technical Customer Success, Customer Success, SaaS platform use or project leadership, Technology Consulting, Technology Solutions Development, Technical and/or Solutions Architecture.
  • Experience with Tableau products, and/or a competing platform (i.e. Microsoft Power BI, Looker, Qlik, MicroStrategy, Domo).
  • Exceptional communication and presentation skills with demonstrated ability to communicate and influence effectively at all levels of the organisation, including executive and C-level.
  • Skills for both analysing technical concepts and translating them into business terms and for mapping business requirements into technical features.
  • Ability to explain complex technical concepts in business-friendly terms to customers, then explain customer needs to internal partners.
  • Knowledge of software development process and design methodologies.
  • Experience leading efforts of cross-functional teams to facilitate resolution or disposition of customer needs or projects.
Preferred Requirements
  • Salesforce product certifications are a plus (Tableau Desktop Associate, AI Associate, Administrator, Advanced Administrator, Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant, Tableau Desktop, Tableau Server, Tableau Data Analyst).
  • Knowledge of Tableau products and features, capabilities, best use, and how to deploy.
  • Experience working with Enterprise-level customers.

Accommodations
If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form. Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace thate inclusive and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law.

Posting Statement
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment.


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