Partner with financial-services customers to align Salesforce capabilities with business goals, manage risks, and improve adoption, business value, retention, and satisfaction.
About this role
The Customer Success Manager is the primary account contact and technical Tableau advisor, aligning business and technical concerns with customer priorities. The role works with Sales, Product Management, Technical Support and Engineering to understand customer Tableau environments and reporting and analytics needs. Responsibilities include guidance on Tableau health and performance; reproducing and debugging issues to identify root causes; managing critical-case escalations and updates; and creating roadmaps and quarterly reviews to identify trends and recommend releases. The manager supports adoption through solutions and workshops, identifies opportunities for paid services, licenses, training and products, and delivers presentations. Requirements include 10+ years supporting commercial end-user software, 10+ years with cloud, databases, SQL and Windows Server, and experience with enterprise mission-critical applications. Required knowledge covers relational databases, data warehouses, OLAP, networking, server administration, and troubleshooting internet architecture, firewalls, proxies and web servers. Strong customer empathy, communication, stakeholder relationship-building and organizational skills are also required.
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