Salesforce
AI CRM
CustomerSuccessManagerTableau
“Customer Success Manager - Tableau at Salesforce. Skills: Customer Success, Tableau, AI. Serve as single point of customer accountability. Deliver all Signature deliverables”
What You'll Achieve.
Achieve significant return on investment with our platform; Ensure value is delivered through the Signature offer; Drive innovation aligned with customers' business challenges; Increase customer engagement with products and services; Ensure stability, performance, and feature enhancement; Lead and coordinate customer relationships for success; Lead and coordinate customer relationships for revenue opportunities
Industry & Context.
Address technical and business concerns; Apply proven solutions to their problems; Solve complex problems
Be in office 3 days per week
What They're Looking For.
Must Have
3+ years relevant industry expertise in Customer Success, SaaS platform use, or related fields, Consulting skills, Demonstrated ability to drive business value, Facilitate discussions, Handle objections, Influence C-level conversations, Industry-relevant expertise, Understand the broad impact of the industry on the customer’s business, Excellent communication skills to articulate technical issues to diverse audiences, Ability to translate technical concepts into business terms, Actively seek out relevant learning activities, Approach obstacles as growth opportunities, Seek experienced mentors to accelerate personal development, Working knowledge of Tableau Desktop, Working knowledge of Tableau Cloud/Server, Working knowledge of Tableau Prep, Understanding of data visualization best practices, Understanding of dashboard design, Familiarity with common data sources (databases, spreadsheets, cloud apps), Ability to demonstrate Tableau features, Ability to navigate workbooks/dashboards, Knowledge of basic analytics use cases (sales dashboards, operational reporting, KPI tracking)
Nice to Have
Tableau Desktop Specialist or Data Analyst certification, Experience with Tableau governance basics (permissions, projects, data sources), Understanding of how Tableau connects to Salesforce data
What You'll Do.
Serve as single point of customer accountability
Deliver all Signature deliverables
Manage overall customer experience
Drive renewal and expansion
Coordinate all customer entitlements
Oversee experience throughout Signature lifecycle
Apply correct processes to address customer needs
Ensure value is delivered through Signature offer
Align and manage Business and Technical Stakeholders
Align Business Value and Technical Goals
Prioritize urgent work activities
Organize tasks to avoid missing key steps
Create basic plans to focus time
Take responsibility for assigned tasks
Use internal resources to increase effectiveness
Rely on managers or mentors for guidance
Develop and maintain relationships at key stakeholder levels
Cultivate executive-level relationships
Act as trusted advisor
Gain trust through mutual goals
Understand customer's business model
Apply proven solutions to customer problems
Solidify partnership commitments
Drive innovation aligned with customer challenges
Increase customer engagement with products and services
Identify major political barriers to customer success
Partner with experienced team members to solve complex problems
Develop strategic success plans
Monitor and conduct quarterly reviews
Provide tailored release recommendations
and feature enhancement
Act as primary point of contact for major incidents
Ensure timely communications and resolution of issues
Forge multidisciplinary relationships with Sales
and Product Management
Lead and coordinate customer relationships for success
Lead and coordinate customer relationships for revenue opportunities
Form clear plan for client engagements
Communicate clearly and proactively with collaborators
Keep customer goal central to decision-making
How You'll Work.
Team & Collaboration
Align and manage Business and Technical Stakeholders; Cultivate executive-level relationships within customer IT and business leadership; Partner with more experienced team members; Forge multidisciplinary relationships with Sales, Engineering, and Product Management; Communicate clearly and proactively with collaborators
Communication Scope
Excellent communication skills to articulate technical issues to diverse audiences; Ability to translate technical concepts into business terms; Communicate clearly and proactively with collaborators
Process & Methodology
Create basic plans to focus time, Form a clear plan for client engagements
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