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For Companies At a Glance
- Tasks: Be the go-to person for customers, helping them maximise their Salesforce experience.
- Company: Join Salesforce, the leader in AI-driven customer success.
- Benefits: Enjoy a supportive work environment with great benefits and career growth.
- Other info: Inclusive workplace committed to equality and diversity.
- Why this job: Make a real impact by driving innovation and customer satisfaction.
- Qualifications: 7+ years in customer success or tech consulting, with Tableau experience preferred.
The predicted salary is between 36000 - 60000 £ per year.
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.
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.
Accommodations
If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form. 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.
Posting Statement
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. 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 that’s inclusive, and free from discrimination.
Customer Success Manager - Tableau/ Business Intelligence Solutions employer: Salesforce
Contact Detail:
Salesforce 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 knowing your stuff! Brush up on Tableau and Business Intelligence solutions, and be ready to discuss how you've helped customers achieve their goals in the past.
✨Tip Number 3
Show your passion for customer success! During interviews, share stories that highlight your ability to build relationships and drive value for clients. Make it clear that you’re all about helping customers thrive.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. 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
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, it’s crucial to demonstrate your exceptional communication abilities. Use clear, concise language in your application to reflect this.
Highlight Relevant Experience: Don’t forget to emphasise your past experiences that relate directly to customer success and technical consulting. We want to see how you’ve helped previous clients achieve their goals using technology.
Apply Through Our Website: For the best chance of success, make sure to apply through our official 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
✨Know Your Stuff
Make sure you brush up on your knowledge of Tableau and other Business Intelligence platforms. Be ready to discuss how these tools can drive customer success and improve operational health. Familiarise yourself with the latest features and updates, as this will show your commitment and expertise.
✨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. Think about how you can demonstrate your ability to connect with both technical and non-technical audiences during the interview.
✨Showcase Your Communication Skills
You’ll need to communicate complex technical concepts in a way that’s easy for customers to understand. Practice explaining some technical features of Salesforce or Tableau in simple terms. This will help you shine during the interview and prove you can bridge the gap between tech and business.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and customer management strategies. Think of specific situations where you’ve had to overcome challenges or drive user adoption. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.