Collaborate with internal Sales, Customer Success account leadership, and investment teams to strategically prioritize customer retention and mitigate attrition.
Orchestrate alignment between account information, sales leaders, and investment goals of defined success plan portfolio.
Consistently review and link investment options to outcomes like improved Customer Success Scores, NPS, and other meaningful metrics, while advocating for Sales engagement on pivotal TMP initiatives.
Manage to our Investment Program guidelines and ensure account executives provide adequate information and sales leaders are aligned with investment priorities.
Leverage data to ensure priorities are aligned with highest impact investments and communicate impact with stakeholders.
Promote CSG resources through multi-channel communication, ensuring leaders and AE’s understand and use the customer success support process.
Create standardized business review decks for Sales, covering investment programs, Renewals, Success Plan changes, and product announcements.
Coordinate and support business review meetings with OU leads, improving the overall Account Success Quarterly Business Review experience.
Provide feedback that improves the sales team's experience when engaging with customer success.

Requirements

5+ years in Sales, Customer Success, or related fields, preferably within the SaaS landscape.
Proficiency in Salesforce's product suite, specifically Salesforce Marketing Cloud or Tableau
Salesforce product certifications are a plus (AI Associate, Administrator, Advanced Administrator, Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant, B2C Commerce Developer, Marketing Cloud: Administrator, Consultant, Email Specialist, Engagement Consultant).
Proven experience in Data Analysis using tools like Tableau or other data platforms
Proven track record to forge and cultivate high-level relationships, serving as a trusted advisor that brings tangible business value to clients.
Strong capability to navigate complicated discussions, handle objections, and drive alignment.
Expertise in at least one line of business (LoB) or specific industry sector.
An academic degree or equivalent experience, with preference for candidates showcasing aligned experiences that cater to the nuances of the role.

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

Data AnalysisSalesforce Marketing CloudTableauSalesforce product suite

Soft Skills

Customer retentionRelationship buildingCommunicationNegotiationAlignment

Certifications

AI AssociateAdministratorAdvanced AdministratorPlatform App BuilderSales Cloud ConsultantService Cloud ConsultantB2C Commerce DeveloperMarketing Cloud: AdministratorMarketing Cloud: ConsultantEmail Specialist