Advises customers on Tableau health and adoption, troubleshoots technical issues, coordinates escalations and reviews, and aligns product guidance with account priorities.
About this role
The Customer Success Manager works with financial-services customers that use Salesforce, partnering with customer executives and the internal account team. The role clarifies customer objectives, capabilities and business challenges, then recommends ways to improve value from Salesforce and progress business transformation. It builds executive relationships and supports customer satisfaction, retention and account growth. Responsibilities include applying the Customer Success Methodology, connecting Salesforce features across its Clouds and Services to customer needs, and helping customers understand relevant business benefits. The manager identifies risks to stated goals and works with the account team on mitigation or escalation. The role also represents customer needs in the evolution of Salesforce products, platform functionality, courses and administrative services. No mandatory candidate qualifications are specified in the posting.
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