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Salesforce develops cloud-based software centered on a customer relationship management platform that brings company data and teams together through an integrated, AI-driven system. Its products support sales, customer service, and marketing workflows, with solutions designed for businesses ranging from small and medium-sized enterprises to larger organizations. Salesforce also provides industry-focused tools, Trailhead learning resources, and AppExchange apps that extend the capabilities of its CRM platform.
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Senior Customer Success Manager, Tableau

Guide Salesforce public-sector customers in adopting Tableau and realizing value from the platform. Advise stakeholders, monitor usage, and coordinate success planning, renewals, and growth.

USUnited StatesILIllinoisVAVirginiaWAWashington
$123,100 – $186,300 / year
HybridFull-timeMiddleSeniorEnglish RequiredCustomer SuccessCustomer Success Manager
CloudTableau

Description

  • Own customer outcomes across Signature deliverables, experience, renewals, and growth.
  • Coordinate customer deliverables throughout the Signature lifecycle.
  • Connect the Signature offer to business value and technical objectives.
  • Manage business and technical stakeholders and build executive relationships.
  • Lead enablement on opportunity and case management, forecasting, pipeline hygiene, knowledge creation, omni-channel routing, and Tableau.
  • Share practices for improving sales and service processes, data quality, customer experience, dashboards, performance, data exploration, and visualization.
  • Increase adoption of Sales Cloud, Service Cloud, and Tableau features.
  • Monitor usage indicators such as active users, workbook views, data source adoption, opportunity updates, forecast submissions, case resolution times, and CSAT.
  • Advise customers and create strategic success plans.
  • Review feature usage, platform stability, performance, and adoption quarterly.
  • Find unused entitlements and match platform features to customer priorities.
  • Escalate complex questions about data modeling, server configuration, automation, routing, integrations, and other technical topics.
  • Use AI agents to summarize meetings, gather QBR data, monitor health, retrieve customer information, and draft success plans.
  • Watch AI-generated customer sentiment and intent signals to spot concerns early.
  • Monitor customer health proactively and recommend relevant releases.
  • Act as the main contact during major incidents.
  • Work with Sales, Engineering, and Product Management on customer outcomes and revenue opportunities.
  • Develop clear client engagement plans and communicate proactively with collaborators.

Requirements

  • Bring at least five years of relevant experience in customer success, SaaS platform use, or a related field.
  • Demonstrate consulting ability to deliver business value, guide discussions, address objections, and influence C-level conversations.
  • Understand the relevant industry and its broad effects on the customer's business.
  • Communicate clearly and explain technical concepts in business terms.
  • Be legally authorized to work in the United States; company visa sponsorship is unavailable.
  • Have at least three years of experience supporting Tableau customers.
  • Understand how Tableau connects with Salesforce data.
  • Have working knowledge of Tableau Desktop, Tableau Cloud or Server, and Tableau Prep.
  • Understand data visualization practices and dashboard design.
  • Be familiar with databases, spreadsheets, and cloud apps.
  • Be able to demonstrate Tableau features and navigate workbooks and dashboards.
  • Know analytics use cases such as sales dashboards, operational reporting, and KPI tracking.
  • Understand Tableau governance fundamentals, including permissions, projects, and data sources.
  • Multiple Tableau certifications are preferred.
  • Experience supporting enterprise Tableau deployments is preferred.
  • Understanding of data architecture and semantic layers is preferred.
  • Knowledge of Tableau Next, Tableau Pulse, and AI-powered analytics is preferred.
  • Work in the office at least three days per week.
  • benefits è aṣds

Benefits

  • Time off programs
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Mental health support
  • Paid parental leave
  • Life insurance
  • Disability insurance
  • 401(k) retirement plan
  • Employee stock purchase program
  • AI agents to help accelerate impact
  • Agentblazer training and certifications
  • Flexible office arrangement

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