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For Companies At a Glance
- Tasks: Be the go-to expert for customers using Salesforce and Tableau, ensuring they maximise their investment.
- Company: Join a leading tech company that empowers businesses with innovative solutions and exceptional support.
- Benefits: Enjoy flexible work options, competitive salary, and opportunities for professional growth.
- Why this job: Make a real impact by helping customers achieve their goals while working in a dynamic team environment.
- Qualifications: 8+ years in customer success or tech consulting, with experience in Tableau or similar platforms.
- Other info: Salesforce certifications are a bonus; ideal for those passionate about technology and customer relationships.
The predicted salary is between 48000 - 84000 £ per year.
Role Description
For our customers who wish to get the most value out of Salesforce with an enterprise experience and the fastest support delivered by our most skilled experts, they purchase our Signature Success Plan. Signature drives the right insights and people at the right time – which can make all the difference. When you have Signature, you unlock our deepest level of partnership, most skilled expertise, and tools to stay agile.
The Customer Success Manager (CSM), serves as a named resource and partner for Salesforce’s customer organisations. The CSM is a trusted advisor, forging deep relationships with your customers and account teams, maintaining an awareness of key events, needs, potential risks, and value drivers. With a continual focus on your customers’ business needs, you will help to improve their overall operational health, helping them to realise the maximum value out of their Salesforce investment.
This CSM role will work with Tableau customers to understand their business objectives and provide strategic and technical guidance to deliver business value. They will partner with sales and orchestrate internal resources to drive customer health, increase user adoption, and reduce attrition.
This will require knowledge of the Tableau platform or equivalent Business Intelligence and/or Analytics platforms, and the ability to work closely across internal and external teams to provide a unified Signature experience.
Your Impact
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Serve as the single point of customer accountability responsible for orchestration of all Signature deliverables, experience, and renewal, and expansion.
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Cultivate and maintain stakeholder relationships with the customer’s IT and business executive leadership, sponsors, and decision-makers within customer organizations that have purchased Signature.
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Help your customers achieve their business goals and outcomes on the Salesforce platform by:
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Coordinating the completion of the Signature Success catalog of services as required for your customer.
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Providing timely, proactive Salesforce feature guidance based on the areas of interest for your customer.
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Acting as an advisor to your customers for the adoption of new features of Salesforce’s annual release schedules and identifying potential challenges and risks to your customer\’s implementation.
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Communicate the value of Signature Success. Be accountable for ensuring all collaborators understand this value so that customers continue to renew Signature Success.
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Act as an advocate for customers during the triage and resolution of high severity cases to assist with the timely resolution of these issues.
Minimum Requirements
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Minimum of 8 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.
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Experience with Tableau products, and/or a competing platform (i.e. Microsoft Power BI, Looker, Qlik, MicroStrategy, Domo)
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Exceptional communication and presentation skills with demonstrated ability to communicate and influence effectively at all levels of the organisation, including executive and C-level.
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Skills for both analysing technical concepts and translating them into business terms and for mapping business requirements into technical features.
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Ability to explain complex technical concepts in business-friendly terms to customers, then explain customer needs to internal partners.
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Knowledge of software development process and design methodologies.
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Experience leading efforts of cross-functional teams to facilitate resolution or disposition of customer needs or projects.
Preferred Requirements
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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).
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Knowledge of Tableau products and features, capabilities, best use, and how to deploy.
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Experience working with Enterprise-level customers.
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Senior Customer Success Manager - Tableau/ Business Intelligence Solutions employer: Salesforce, Inc..
Contact Detail:
Salesforce, Inc.. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Customer Success Manager - Tableau/ Business Intelligence Solutions
✨Tip Number 1
Familiarise yourself with the Tableau platform and its features. Understanding how Tableau integrates with Salesforce will give you an edge in discussions with potential employers, showcasing your ability to provide strategic guidance.
✨Tip Number 2
Network with professionals in the Customer Success and Business Intelligence fields. Attend relevant webinars or local meetups to connect with others who can provide insights into the role and potentially refer you to opportunities at StudySmarter.
✨Tip Number 3
Prepare to demonstrate your communication skills during interviews. Practice explaining complex technical concepts in simple terms, as this is crucial for a Senior Customer Success Manager role where you'll need to liaise with both technical teams and business executives.
✨Tip Number 4
Research the Signature Success Plan and its benefits thoroughly. Being able to articulate how this plan adds value to customers will show your understanding of the role and your commitment to helping clients achieve their business goals.
We think you need these skills to ace Senior Customer Success Manager - Tableau/ Business Intelligence Solutions
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Customer Success, particularly with Tableau or similar Business Intelligence platforms. Emphasise your ability to build relationships and drive customer value.
Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about helping customers succeed with Salesforce. Mention specific examples of how you've driven user adoption and reduced attrition in previous roles.
Showcase Communication Skills: Since exceptional communication is key for this role, consider including examples of how you've effectively communicated complex technical concepts to non-technical stakeholders in your application.
Highlight Relevant Certifications: If you have any Salesforce or Tableau certifications, be sure to mention them prominently in your application. This can set you apart from other candidates and demonstrate your commitment to the field.
How to prepare for a job interview at Salesforce, Inc..
✨Showcase Your Expertise in Tableau
Make sure to highlight your experience with Tableau or similar Business Intelligence platforms during the interview. Be prepared to discuss specific projects where you've successfully implemented these tools and how they benefited the business.
✨Demonstrate Strong Communication Skills
As a Senior Customer Success Manager, you'll need to communicate effectively with various stakeholders. Practice explaining complex technical concepts in simple terms, as well as how you would tailor your communication style to different audiences, including C-level executives.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to manage customer relationships. Think of examples from your past experiences where you successfully navigated challenges or improved customer satisfaction.
✨Understand the Signature Success Plan
Familiarise yourself with the Signature Success Plan and its value proposition. Be ready to discuss how you would leverage this plan to enhance customer engagement and drive adoption of Salesforce features, ensuring customers see the maximum value from their investment.
