Customer Success Portfolio Leader, Tableau (State & Local EDU)

Salesforce; Atlanta (GA); Hybrid; USD 185,000 - 269,000; Full time

Job summary

A leading tech company in Atlanta is seeking a Customer Success Portfolio Leader to drive strategies for Signature Success Plan renewals. The ideal candidate will have over 8 years of experience in customer success leadership, proficient in managing teams and leveraging data insights. This role emphasizes collaboration with various teams to ensure customer satisfaction and effective resource allocation. This position is office-flexible, with a minimum in-office expectation of three days a week.

Benefits

Flexible work schedule

Health insurance

401(k)

Employee stock purchasing program

Paid parental leave

Qualifications

• Minimum of 8+ years in leadership roles in customer success and team management.
• Strong critical thinking ability and data analysis.
• Excellent communication and collaboration skills.
• Proven talent management experience.

Responsibilities

• Lead a team of Customer Success Managers.
• Address customer issues collaboratively.
• Partner with sales teams for Signature renewals.
• Monitor key performance indicators.

Skills

Customer Success strategies

Data and insights usage

Critical thinking

Team management

Collaboration across teams

Education

Bachelor's degree or equivalent

Tools

Tableau

Salesforce products

Job description

Join to apply for the Customer Success Portfolio Leader, Tableau (State & Local EDU) role at Salesforce

1 week ago Be among the first 25 applicants

Join to apply for the Customer Success Portfolio Leader, Tableau (State & Local EDU) role at Salesforce

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

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

Position Description

For our customers who wish to get the most value out of Salesforce with an enterprise experience, they purchase our Signature Success Plan. Signature drives the right insights and people at the right time - which can make all the difference. When you have Signature, you unlock our deepest level of partnership, most skilled expertise, and tools to stay agile.

We are looking for a leader to join our Tableau Team in our State and Local, Education, and Nonprofit Portfolio in Account Success . This role leads the strategy for Signature Success Plan renewals and growth across teams, aligning closely with Territory, Renewals, and Success Plan Sellers. An ideal candidate has a strong background in Customer Success strategies, trends, and outcomes at the enterprise level. The candidate is able to research, synthesize, and develop insights and actions from market intelligence & customer feedback. Customer centricity, teamwork, resourcefulness, flexibility, and a get-it-done demeanor are needed in this role.

Responsibilities

• Lead a team of Customer Success Managers, fostering growth and excellence
• Address and resolve customer blocking issues in collaboration with individual contributors
• Partner with sales teams and renewals to execute strategies for Signature Success Plan renewals across teams. Develop a point of view for Signature value to help grow Signature within the Tableau team in the SLED/NGO portfolio
• Work closely with peers and selling partners on capacity planning for Signature obligations including resource allocation, forecasting, and staffing
• Align customer allocations with Signature coverage, manage team-based allocations, and synchronize additional cloud resources as needed
• Collaborate on talent retention strategies, encompassing career pathing, promotions, and ongoing training
• Stay informed on market trends, risks, and opportunities specific to customers and industries, communicating insights to Territory & OU leaders
• As a Portfolio Leader, monitor key performance indicators, including Customer Health using Customer Success Score and Salesforce Loyalty
• As a Portfolio Leader, be responsible for delivery metrics, ensuring consistent progress and results
• Ensure teams are proficient in New Product Introductions (NPI) and New Service Introductions (NSI) initiatives.
  
  

Preferred Qualifications And Skills

• Possess a minimum of 8+ years in leadership roles with direct experience in customer success and team management.
• Exhibit strong critical thinking and ability to use data and insights to identify industry trends and risks.
• Demonstrate excellent communication skills, and be a strong collaborator, to bridge across various teams and levels.
• Showcase a proven track record in talent management, including recruitment, retention, and development.
• Familiarity with Salesforce's product offerings, services, and the larger SLED/NGO industry landscape.
• Experience with Tableau products, and/or a competing platform (i.e. Microsoft Power BI, Looker, Qlik, MicroStrategy, Domo)
• Experience leading efforts of cross-functional teams to facilitate resolution or disposition of customer needs or project
  
  

Note: This role is office-flexible, and the expectation is to be in-office a minimum of three (3) days per week.

Accommodations

If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.

For Washington-based roles, the base salary hiring range for this position is $185,500 to $268,900.

For Illinois based roles, the base salary hiring range for this position is $185,500 to $268,900.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Software Development, IT Services and IT Consulting, and Technology, Information and Internet

Referrals increase your chances of interviewing at Salesforce by 2x

Get notified about new Customer Success Lead jobs in Atlanta, GA.

Atlanta, GA $102,400.00-$147,200.00 1 day ago

Atlanta, GA $185,500.00-$268,900.00 2 weeks ago

Atlanta, GA $185,500.00-$293,900.00 1 week ago

Atlanta, GA $185,600.00-$226,800.00 3 weeks ago

Atlanta, GA $185,600.00-$226,800.00 6 days ago

Atlanta, GA $80,000.00-$100,000.00 1 month ago

Atlanta, GA $108,000.00-$144,100.00 1 week ago

Customer Success Manager-Atlanta, GA Based

Atlanta, GA $80,000.00-$95,000.00 3 weeks ago

Atlanta, GA $150,000.00-$190,000.00 1 day ago

Regional Customer Success Senior Manager (Remote)

Atlanta, GA $100,700.00-$181,200.00 1 week ago

Atlanta, GA $133,400.00-$223,700.00 2 weeks ago

Atlanta, GA $83,900.00-$144,760.00 6 days ago

Atlanta, GA $133,400.00-$223,700.00 1 week ago

Customer Success Manager - First CSM at High Growth Health Tech Job Board

Atlanta, GA $114,000.00-$143,000.00 2 weeks ago

Atlanta, GA $60,000.00-$90,000.00 1 week ago

Customer Success Lead, Strategic Accounts

Atlanta, GA $115,000.00-$140,000.00 1 week ago

Atlanta, GA $165,000.00-$180,000.00 5 days ago

Customer Success Manager (CSM) - SAP Academy for Customer Success - Atlanta (HYBRID)

Atlanta, GA $78,000.00-$180,700.00 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.