Serve as a named resource and partner for Salesforce’s customer organizations
Forge deep relationships with your customers and account teams
Maintain an awareness of key events, needs, potential risks, and value drivers
Help to improve their overall technical and operational health
Act as a point of contact for any major customer incidents
Responsible for managing expectations and communications through the resolution of such incidents
Proactively set the customer up for success through optimization of the platform
Orchestrate Customer Success Plan deliverables, ensuring customer experience, renewals, and expansion
Forge deep relationships with executive sponsors, business, and IT leaders
Launch and execute Customer Success Plans; renew and expand across customers
Monitor market and customer trends
Track and communicate customer health metrics, customer success scores, and overall loyalty insights

Requirements

Salesforce Certifications (AI Specialist, Administrator, Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant, Data Cloud Consultant)
Minimum of 8+ years in Customer Success, Technical Account Management, Consulting, or equivalent experience
Demonstrated ability to work with C-level executives and lead conversations at the intersection of technology and business outcomes
Strong technical fluency across AI, CRM, data platforms, and digital engagement strategies
Deep understanding of Salesforce’s ecosystem, products, and best practices
Proven track record leading efforts across large, cross-functional teams to drive customer success
Exceptional communication, presentation, and influence skills at all organizational levels
Experience managing escalations and resolving critical customer situations
Degree or equivalent relevant experience required
Experience will be evaluated based on the core proficiencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)

Benefits

time off programs
medical
dental
vision
mental health support
paid parental leave
life and disability insurance
401(k)
employee stock purchasing program

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

SalesforceAICRMdata platformsdigital engagement strategiescustomer health metricscustomer success scoresCustomer Success Planstechnical account managementconsulting

Soft Skills

communicationpresentationinfluencerelationship buildingexpectation managementproblem solvingleadershipcustomer advocacycross-functional collaborationstrategic thinking

Certifications

Salesforce AI SpecialistSalesforce AdministratorSalesforce Platform App BuilderSalesforce Sales Cloud ConsultantSalesforce Service Cloud ConsultantSalesforce Data Cloud Consultant