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Client Success Strategist

2 months ago


Chicago, Illinois, United States Salesforce Full time
About Salesforce
Salesforce is recognized as the Customer Company, leading the way in business innovation through AI, Data, and CRM solutions.

With a commitment to our core values, we empower organizations across various sectors to forge new paths and engage with their customers in transformative ways.

We encourage you to become a Trailblazer, enhancing your performance and career trajectory while contributing positively to the world.

If you believe in leveraging business as a powerful platform for change and in the principle of companies thriving while doing good, you are in the right place.

Role Overview

As a Customer Success Manager (CSM), you will be a dedicated resource and partner for Salesforce's clientele.

Your role as a trusted advisor involves building strong relationships with customers and account teams, staying informed about key developments, needs, potential challenges, and value drivers.

With a consistent focus on your customers' business objectives, you will enhance their overall technical and operational well-being, ensuring they derive maximum value from their Salesforce investment.

You will be the primary contact for significant customer incidents, responsible for managing expectations and communications until resolution.

This CSM position will engage with Tableau clients to comprehend their business goals and offer technical guidance to deliver substantial business value.

You will collaborate with sales teams and coordinate internal resources to boost customer health, increase user adoption, and minimize attrition.

Your proactive approach will set customers up for success through platform optimization, particularly during critical peak events.

This role demands in-depth technical knowledge of the Salesforce platform and the ability to work closely with both internal and external teams to ensure a cohesive Signature experience.

Your Impact

Act as the sole point of accountability for customers, overseeing all Signature deliverables, experiences, renewals, and expansions.

Foster and sustain relationships with stakeholders, including IT and business executive leadership, sponsors, and decision-makers within customer organizations that have adopted Signature.

Assist customers in achieving their business objectives on the Salesforce platform by:
1. Coordinating the execution of the Signature Success catalog of services tailored to your customer.
2. Providing timely and proactive guidance on Salesforce features relevant to your customer’s interests.

3. Advising customers on the adoption of new features from Salesforce's annual release schedules while identifying potential challenges and risks.

Communicate the value of Signature Success and ensure all collaborators understand this value to encourage ongoing renewals.

Act as a customer advocate during the triage and resolution of high-severity cases to facilitate timely issue resolution.

The CSM may be required to travel occasionally to customer sites and may need to be available for after-hours or weekend support based on customer needs.

Minimum Requirements

At least 8 years of experience in one or more of the following areas: Technical Customer Success, SaaS platform utilization, project leadership, Technology Consulting, Technology Solutions Development, or Technical/Solutions Architecture.

Familiarity with Tableau products or competing platforms (e.g., Microsoft Power BI, Looker, Qlik, MicroStrategy, Domo, etc.) is essential.

Exceptional communication and presentation skills, with a proven ability to influence effectively at all organizational levels, including executive and C-level.

Skills in analyzing technical concepts and translating them into business terms, as well as mapping business requirements to technical features.

Ability to articulate complex technical concepts in business-friendly language to customers and convey customer needs to internal partners.
Knowledge of software development processes and design methodologies.
Experience leading cross-functional teams to address customer needs or project resolutions.

Preferred Requirements

Salesforce product certifications are advantageous (AI Associate, Administrator, Advanced Administrator, Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant).

Understanding of Salesforce products, features, capabilities, best practices, and deployment strategies.

Experience working with enterprise-level clients.


Note:
This role offers flexibility in office attendance, with an expectation of being in-office 2 days a week when local to an office.
Our Investment In You

We provide world-class enablement and on-demand training opportunities.

Gain exposure to executive thought leaders who are passionate about our values.

Enjoy a clear path to promotion with accelerated leadership development programs.

Benefit from weekly 1:1 coaching sessions with your leadership.

Participate in our Fast Ramp mentorship program and week-long product bootcamp.

Engage in Sandler Sales Training and volunteer opportunities.

Learn about our 1:1:1 model, which emphasizes community giving. Our commitment to philanthropy has positioned us and our Trailblazer community as leaders in culture and innovation.

Salesforce is an Equal Employment Opportunity and Affirmative Action Employer.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, protected veteran status, or disability status.

For Washington-based roles, the base salary hiring range for this position is $128,300 to $176,500. Compensation will be determined by factors such as location, level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits.

More details about our company benefits can be found at the following link:


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