Note: The job is a remote job and is open to candidates in USA. Salesforce is the #1 AI CRM, where humans with agents drive customer success together. The Customer Success Manager (CSM) is responsible for ensuring high-value customers achieve a significant return on their investment with the platform, acting as a trusted advisor and managing customer relationships effectively.
Responsibilities
- Serve as the single point of customer accountability responsible for the delivery of all Signature deliverables, the overall customer experience, and renewal and expansion
- Coordinate all deliverables the customer is entitled to, overseeing the experience throughout the Signature lifecycle
- Apply the correct processes to address customer needs and ensure value is delivered through the Signature offer
- Successfully align with and manage both Business and Technical Stakeholders, focusing on aligning Business Value and Technical Goals to the Signature offer
- Prioritize the most urgent work activities, organize tasks to avoid missing key steps, and create basic plans to focus time, taking responsibility for assigned tasks
- Use internal resources to increase effectiveness and rely on managers or mentors for guidance on priority problems
- Conduct enablement sessions on opportunity and case management, forecasting, pipeline hygiene, knowledge creation, and omni-channel routing
- Share best practices for sales and service process optimization, data quality, and customer experience
- Drive adoption of Tableau Cloud features with reps, agents, managers, supervisors, and ops teams
- Track usage metrics (opportunity updates, activity logging, forecast submissions, report usage, case resolution times, knowledge article usage, channel adoption, and CSAT scores)
- Develop and maintain strong relationships at key stakeholder levels, including cultivating executive-level relationships within customer IT and business leadership
- Act as a trusted advisor by gaining trust through mutual goals, understanding the customer’s business model, and applying proven solutions to their problems
- Solidify partnership commitments and drive innovation aligned with customers' business challenges
- Increase customer engagement with products and services and identify major political barriers to customer success
- Partner with more experienced team members to solve complex problems and develop strategic success plans when needed
- Conduct quarterly reviews of feature usage to drive adoption of tools like Journey Builder or Commerce Promotions, ensuring platform stability and performance
- Identify underutilization of contracted entitlements (e.g., messaging volume or GMV tiers) and align platform features with customer priorities to increase throughput
- AI Literacy: Proficiency in using AI agents to automate routine tasks such as meeting summaries, QBR data collection, and initial health monitoring
- Prompt Engineering Basics: Ability to use natural-language commands to guide AI agents in retrieving accurate customer data and generating first drafts of success plans
- AI Engagement Monitoring: Using AI-driven sentiment and intent analysis to flag early customer concerns for human intervention
- Collaborative Learning: Actively seeking out "Agentblazer" training and certifications to stay current on autonomous agent capabilities
- Learning & Development: Apply product knowledge and expertise to address technical concerns, use this knowledge to ask effective diagnosis questions, and align platform features with customer priorities and roadmaps
- Proactively monitor and conduct quarterly reviews, identify trends, and provide tailored release recommendations to ensure stability, performance, and feature enhancement
- Serve as the primary interface for major incidents (e.g., checkout failures or email deliverability drops) to protect peak revenue
- Forge strong multidisciplinary relationships with Sales, Engineering, and Product Management to lead and coordinate customer relationships for success and revenue opportunities
- Form a clear plan for client engagements, communicate clearly and proactively with collaborators, and keep the customer goal central to decision-making
- Escalate complex automation, data model, routing, or integration questions to technical resources
- Drive adoption of Tableau features with business users and analysts
- Conduct enablement sessions on dashboard creation and data exploration
- Track usage metrics (active users, workbook views, data source adoption)
- Share best practices for visualization design and dashboard performance
- Escalate complex data modeling or server configuration questions to technical resources
Skills
- Experienced business professional, preferably with 3+ years of relevant industry expertise in Customer Success, SaaS platform use, or related fields
- Strong consulting skills and demonstrated ability to drive business value, facilitate discussions, handle objections, and influence C-level conversations
- Possess industry-relevant expertise and begin honing skills in a relevant functional area. Should understand the broad impact of the industry on the customer's business
- Excellent communication skills to articulate technical issues to diverse audiences and the ability to translate technical concepts into business terms
- Plus 3-4 years experience supporting customers using Sales Cloud and Service Cloud
- Working knowledge of core features: Sales Cloud: Leads, Accounts, Contacts, Opportunities, Forecasting, Reports & Dashboards; Service Cloud: Cases, Knowledge, Queues, Service Console, Omni-Channel routing
- Understanding of Sales (lead-to-cash, opportunity management, pipeline management) and Service (case management, escalation, SLA management) processes
- Familiarity with Sales Cloud automation (workflows, process builder, flows for sales processes) and Service Cloud automation (email-to-case, web-to-case, case assignment rules, macros)
- Ability to demonstrate Lightning Sales/Service Console and mobile app
- Knowledge of common sales (territory management, lead assignment, opportunity stages) and Services (case deflection, knowledge management, multi-channel support) use cases
- U.S. Citizenship: This position requires U.S. citizenship due to the nature of the work and access to government systems/facilities
- Sales Cloud Consultant and Service Cloud Consultant certifications
- Additional Salesforce product certifications are a plus (AI Associate, Administrator, Advanced Administrator, Platform App Builder, Data 360 Specialist, Agentblazer)
- Experience with Einstein for Sales (lead scoring, opportunity insights, activity capture) and Service (case classification, article recommendations, next base actions)
- Understanding of how Sales Cloud integrates with marketing automation and service tools and how Service Cloud integrates with telephony, chat, messaging, and self-service portals
- Actively seek out relevant learning activities, approach obstacles as growth opportunities, and seek experienced mentors to accelerate personal development
Benefits
- Time off programs
- Medical
- Dental
- Vision
- Mental health support
- Paid parental leave
- Life and disability insurance
- 401(k)
- Employee stock purchasing program
Company Overview
Salesforce is a cloud-based software company that provides customer relationship management software and applications. It was founded in 1999, and is headquartered in San Francisco, California, USA, with a workforce of 10001+ employees. Its website is https://www.salesforce.com.