Customer Success Manager, Senior Manager - Tableau

Salesforce; Illinois; On-site; USD 120,000 - 210,000; Full time

Job summary

Salesforce is seeking a Senior Customer Success Manager to act as a strategic partner, focusing on customer business goals, adoption, and value realization from Salesforce investments. The role requires aligning multi-product solutions, driving complex programs, and guiding stakeholders to maximize outcomes at scale.

You will work with executive leadership, design outcome-focused success plans, and ensure seamless delivery of all deliverables to achieve customer objectives.

Responsibilities

• ROI-Driven Engagement: engage clients based on ROI to deliver value.
• Complex Program Management: manage multi-org client programs and align priorities.
• Resource Mobilization: act as central resource and mobilize experts.
• Engagement Charter: create charter with goals and metrics.
• Business Value Integration: align teams to deliver business value.
• Agentic Workflow Design: design workflows freeing agents for high-impact work.
• ROI Segmentation (Human vs AI): decide when to use human vs AI support.

Job description

Job Category

Customer Success

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.

The Customer Success Manager, Senior Manager

This role acts as a primary strategic partner who maintains a continual focus on the customer's business goals to improve their adoption, technical health, and expertise to realize the maximum value out of their Salesforce investment. Ensuring the seamless delivery of all deliverables necessary to advance the customer's core business goals. The Senior Manager is required to integrate multiple products or processes to create effective customer solutions.

Industry Experience

We are looking for candidates who have experience supporting customers in one or more of the following industries: Technology Media Telecommunication (TMT) - Works with technology companies, telecommunications providers, media organizations, and high-tech (strategy) firms to accelerate innovation, improve customer success outcomes, and drive platform adoption at scale (Direct experience with Media Cloud strongly preferred).

This is an Individual Contributor position.

Your Impact

Strategic Accountability and Account Leadership

• ROI-Driven Engagement: Determine when and how to engage clients based on calculated ROI, ensuring all activities translate directly into tangible value for the customer.
• Complex Program Management: Effectively own the Signature experience across complex, multi-org customers. This involves organizing information across multiple work streams and integrating customer priorities and timelines into comprehensive success plans.
• Resource Mobilization: Act as the central resource for the team and the customer, connecting all the dots. This includes proactively taking ownership of customer needs and drawing expert resources into customer situations as needed.
• Engagement Charter: Craft a clear engagement charter with specified goals and metrics to ensure alignment across internal and external teams.
• Business Value Integration: Align the Account Success team and internal stakeholders around the customer's business and technical goals, ensuring value delivery through the Signature offer.
• Agentic Workflow Design: Design multi-step digital workflows where agents handle repetitive data-intensive work, freeing the CSM for high-stakes relationship building.
• ROI Segmentation (Human vs. AI): Determining which customer segments or tasks require high-touch human coverage vs. "always-on" AI support.

Trusted Advisory and Executive Influence

• Advanced Stakeholder Management: Cultivate and maintain relationships with customer IT and business executive leadership, demonstrating a genuine commitment to customer goals to build deep rapport.
• Complex Navigation: Navigate the customer's and Salesforce's internal organizational dynamics to achieve results. Drive consensus with collaborators and influence key internal and external stakeholders to engage in the process.
• Business Insight: Combine expert Salesforce knowledge with deep business insight to deliver effective recommendations and advance the customer's core business goals. This includes adapting established solutions to solve complex customer problems.
• Customer Advocacy: Effectively amplify the voice of the customer with internal teams to ensure the organization remains laser-focused on customer success.
• Solution & Industry Expertise: Develop a strong working knowledge of Salesforce's major solutions and a "sales pitch" understanding of the rest. Leverage industry insight to position customers for future success.
• Mentorship & Development: Demonstrate a growth mindset by pursuing challenging learning activities. Mentor team members to help accelerate their personal development and contribute subject matter expertise internally within Salesforce.

Domain Expertise and Risk Mitigation

• Risk Management : Act as the leader in identifying problems. Leverage the Red Accounts Escalation Play and Case Oversight & Incident Management processes when high-value renewals or Go-Live dates are at risk.
• AI Governance & Guardrails: Guide customers through governance frameworks, best pract