Salesforce
Salesforce
Salesforce razvija programsko opremo v oblaku, osredotočeno na platformo za upravljanje odnosov s strankami, ki prek integriranega sistema, podprtega z umetno inteligenco, povezuje podatke podjetij in ekipe. Njeni izdelki podpirajo delovne postopke na področju prodaje, podpore strankam in trženja ter ponujajo rešitve za mala in srednja podjetja in večje organizacije. Salesforce zagotavlja tudi orodja za posamezne panoge, učne vire Trailhead in aplikacije AppExchange, ki razširjajo zmogljivosti njene platforme CRM.

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.

Opis

  • 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.

Zahteve

  • 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

Ugodnosti

  • 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

Sorodna delovna mesta

Harbor

Harbor Client Engagement Associate, Asset Management (Hybrid)

Harbor
501 – 1000 Zaposleni
PravoSvetovanjeTrženje

Support national account sales and client relationships in asset management, with responsibility growing toward direct client engagement. Hybrid position based in Chicago or Boston, partnering with teams across the business.

Odpri