Customer Success Manager (Tableau, Business Intelligence Solutions)

Customer Success Manager (Tableau, Business Intelligence Solutions)

Full-Time 60000 - 80000 £ / year (est.) Home office (partial)
Salesforce

At a Glance

  • Tasks: Help customers maximise their Salesforce experience and drive business value with Tableau.
  • Company: Join a leading tech company focused on customer success and innovation.
  • Benefits: Enjoy medical care, life insurance, retirement savings, and generous paid time off.
  • Other info: Dynamic role with opportunities for growth and collaboration across teams.
  • Why this job: Be a trusted advisor and make a real impact on customer success.
  • Qualifications: Experience with Tableau or similar platforms and strong communication skills.

The predicted salary is between 60000 - 80000 £ per year.

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.

  • 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 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.

Qualifications:

  • 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.
  • Knowledge of software development process and design methodologies.
  • Skills for both analysing technical concepts and translating them into business terms and for mapping business requirements into technical features.
  • Experience leading efforts of cross-functional teams to facilitate resolution or disposition of customer needs or projects.
  • Ability to explain complex technical concepts in business-friendly terms to customers, then explain customer needs to internal partners.
  • Experience with Tableau products, and/or a competing platform (i.e. Microsoft Power BI, Looker, Qlik, MicroStrategy, Domo).
  • 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.
  • Exceptional communication and presentation skills with demonstrated ability to communicate and influence effectively at all levels of the organisation, including executive and C-level.
  • Salesforce product certifications are a plus (Tableau Desktop Associate, AI Associate, Administrator, Advanced Administrator, Platform App Builder, Sales Cloud Consultant).

Benefits:

  • Medical Care
  • Life Insurance
  • Retirement Savings
  • Employee Assistance Programs
  • With 9 standard holidays and four floating holidays, you get a total of 13 paid days off each year.

Customer Success Manager (Tableau, Business Intelligence Solutions) employer: Salesforce

As a Customer Success Manager at our company, you will thrive in a dynamic work culture that prioritises collaboration and innovation, ensuring you have the support needed to excel in your role. We offer comprehensive benefits including medical care, life insurance, and generous paid time off, alongside ample opportunities for professional growth and development within the Salesforce ecosystem. Join us to make a meaningful impact on our customers' success while enjoying a fulfilling career in a supportive environment.

Salesforce

Contact Details:

Salesforce Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Customer Success Manager (Tableau, Business Intelligence Solutions)

Get to Know the Company Culture

Before jumping into applications, it’s super helpful to understand the vibe at Salesforce. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.

Join Customer Support Communities

Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Salesforce before they even post them.

Attend Job Fairs or Networking Events

Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!

Show Off Your Skills with Customer Interactions

In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!

We think you need these skills to ace Customer Success Manager (Tableau, Business Intelligence Solutions)

Customer Relationship Management
Tableau
Business Intelligence Solutions
Technical Guidance
Stakeholder Management
Salesforce Platform Knowledge
Analytical Skills

Some tips for your application 🫡

Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.

Tailor Your Cover Letter to Salesforce:Your cover letter is your chance to shine! Tell us why you want to work at Salesforce specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!

Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!

Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Salesforce!

How to prepare for a job interview at Salesforce

Show Off Your People Skills

In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!

Know the Tools of the Trade

Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!

Show Genuine Enthusiasm

As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!

Practice Common Scenarios

Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.