Salesforce
AI CRM
SuccessGuide
Neural analysis suggests this role is
optimal for Mid candidates.
“Success Guide at Salesforce. Skills: Customer Success, Data Analytics, CRM. Design and execute "one-to-many" engagement programs. Build and monitor dashboards to track customer health scores”
What You'll Achieve.
Drive product adoption; Increase retention and expansion; Achieve "big-scale" results for smaller-scale customers
Industry & Context.
Identify "at-risk" patterns before the customer even knows they have a problem
What They're Looking For.
Must Have
B. E. /B. Tech degree followed by an MBA/PGDM from a reputable institution, 3–4 years of professional experience, with at least 2 years in Customer Success, Account Management, or Growth Ops, Proven track record in a Digital/Tech-Touch or "Scaled" CSM model, High proficiency in Data Analytics (SQL, Excel/Sheets, or BI tools like Tableau/Power BI), Experience with CRM and CS platforms (e. g. , Salesforce, Gainsight, ChurnZero, or HubSpot)
What You'll Do.
Design and execute "one-to-many" engagement programs
Build and monitor dashboards to track customer health scores
Analyze the digital lifecycle to identify friction points
Deploy automated interventions to increase retention
Segment the user base and deliver personalized content
Act as the voice of the digital segment for Product and Engineering teams
How You'll Work.
Team & Collaboration
Translate bulk user data into actionable product features for Product and Engineering teams
Full Job Description
_To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts._ Job Category Customer Success Job Details ****About Salesforce**** Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all. Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce. Overview of the Role: As our Digital CSM, you won't just manage accounts; you will build the engine that drives success for our entire "Tech Touch" segment. We are looking for a data-obsessed strategist who understands that the best way to help thousands of customers is through smart automation, insightful analytics, and a product-led growth mindset. You will bridge the gap between technical logic and business outcomes, ensuring our smaller-scale customers achieve "big-scale" results without needing a dedicated 1-on-1 manager. Responsibilities: ● Scaled Success Strategy: Design and execute "one-to-many" engagement programs (automated email sequences, in-app guides, and webinars) to drive product adoption. ● Data-Driven Health Monitoring: Build and monitor dashboards to track customer health scores. You’ll identify "at-risk" patterns before the customer even knows they have a problem. ● Customer Journey Mapping: Analyze the digital lifecycle to identify friction points and deploy automated interventions to increase retention and expansion. ● Segment Analytics: Use SQL or BI tools to segment the user base and deliver personalized content at scale. ● Feed
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