Customer Success Manager - Tableau/ Business Intelligence Solutions
Customer Success Manager - Tableau/ Business Intelligence Solutions

Customer Success Manager - Tableau/ Business Intelligence Solutions

City of London Full-Time 36000 - 60000 £ / year (est.) No home office possible
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Salesforce, Inc.

At a Glance

  • Tasks: Be the go-to person for customers, helping them maximise their Salesforce experience.
  • Company: Join Salesforce, the leading AI CRM, where innovation meets impact.
  • Benefits: Enjoy a balanced life with great benefits and resources to support your growth.
  • Why this job: Shape the future of business intelligence while making a real difference for customers.
  • Qualifications: 7+ years in customer success or tech consulting, with Tableau experience preferred.
  • Other info: Inclusive workplace committed to diversity and providing opportunities for all.

The predicted salary is between 36000 - 60000 £ per year.

*To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.*Job CategoryCustomer SuccessJob Details****About Salesforce****Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we\’re looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce\’s core values at the heart of it all.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*** Serve as the single point of customer accountability responsible for orchestration of all Signature deliverables, experience, and renewal, and expansion.* 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.* Help your customers achieve their business goals and outcomes 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 Salesforce’s annual release schedules and identifying potential challenges and risks to your customer\’s implementation.* Communicate the value of Signature Success. Be accountable for ensuring all collaborators understand this value so that customers continue to renew Signature Success.* 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*** 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.Unleash Your PotentialWhen you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and *be your best*, and our AI agents accelerate your impact so you can *do your best*. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.AccommodationsIf you require assistance due to a disability applying for open positions please submit a request via this .We are a recognised Disability Confident member under the UK Government Disability Confident employer scheme. We are committed to providing an inclusive recruitment process and will offer an interview to disabled applicants who meet the essential criteria for the role. Applicants are welcome to opt-in to the interview scheme as part of the application process. If you would like to apply under the scheme, please click the link to the Accommodations Request Form above and scroll to the UK Disability Confident Scheme section within the form.Posting StatementAny 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. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.### ### ### ### ### ### ### ### #J-18808-Ljbffr

Customer Success Manager - Tableau/ Business Intelligence Solutions employer: Salesforce, Inc.

Salesforce is an exceptional employer that champions innovation and personal growth, offering a dynamic work culture where ambition meets action. As a Customer Success Manager, you will thrive in an environment that prioritises collaboration and customer-centric solutions, with access to extensive resources and support for professional development. Located in a vibrant tech hub, Salesforce provides unique opportunities to engage with cutting-edge AI technologies while fostering meaningful relationships with clients and colleagues alike.
Salesforce, Inc.

Contact Detail:

Salesforce, Inc. Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Customer Success Manager - Tableau/ Business Intelligence Solutions

✨Tip Number 1

Network like a pro! Reach out to current or former employees at Salesforce, especially those in Customer Success roles. A friendly chat can give you insider info and maybe even a referral!

✨Tip Number 2

Prepare for the interview by diving deep into Salesforce's products, especially Tableau. Show us you know your stuff and can talk about how you’d help customers maximise their investment.

✨Tip Number 3

Practice your storytelling skills! Be ready to share specific examples of how you've driven customer success in the past. We love hearing about real-life experiences that showcase your impact.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the Salesforce family.

We think you need these skills to ace Customer Success Manager - Tableau/ Business Intelligence Solutions

Customer Success Management
Tableau
Business Intelligence Solutions
Technical Customer Success
SaaS Platform Experience
Communication Skills
Presentation Skills
Stakeholder Relationship Management
Analytical Skills
Problem-Solving Skills
Cross-Functional Team Leadership
Software Development Process Knowledge
Technical Translation Skills
Salesforce Product Knowledge

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Customer Success Manager role. Highlight your experience with Tableau or similar platforms, and show how your skills align with what we’re looking for at Salesforce.

Showcase Your Communication Skills: Since this role involves a lot of interaction with customers and internal teams, demonstrate your exceptional communication abilities. Use clear, concise language in your application to reflect how you can effectively convey complex ideas.

Highlight Relevant Experience: Don’t forget to emphasise your past experiences that relate to customer success and technical consulting. We want to see how you've helped previous clients achieve their business goals using technology.

Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, your application will be processed efficiently, and you’ll be one step closer to joining our amazing team!

How to prepare for a job interview at Salesforce, Inc.

✨Know Your Stuff

Make sure you have a solid understanding of Tableau and its features. Brush up on the latest updates and how they can benefit customers. Being able to discuss specific use cases will show your expertise and help you connect with the interviewers.

✨Build Relationships

As a Customer Success Manager, relationship-building is key. Prepare examples of how you've successfully cultivated relationships with stakeholders in previous roles. Highlight your communication skills and how you’ve influenced decision-makers.

✨Showcase Problem-Solving Skills

Be ready to discuss how you've tackled challenges in past projects. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will demonstrate your analytical skills and ability to translate technical concepts into business-friendly terms.

✨Understand Their Needs

Research Salesforce’s Signature Success Plan and think about how you can help customers achieve their goals. Prepare questions that show your interest in their business objectives and how you can add value as a CSM.

Customer Success Manager - Tableau/ Business Intelligence Solutions
Salesforce, Inc.
Location: City of London
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