Customer Success Area Lead

Salesforce

Customer Success Area Lead responsible for retaining major accounts and driving customer success initiatives at Salesforce. Collaborating closely with Sales and internal teams to enhance client relationships.

Posted 4/11/2026full-timeCalifornia, Illinois, New York • 🇺🇸 United StatesSenior💰 $123,100 - $186,300 per yearWebsite

About the role

Key responsibilities & impact

Collaborate with internal Sales and Customer Success key stakeholders 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 Customer Success Scores and other meaningful metrics recommending appropriate options to support customer needs.
Collaborate with Product Education to programmatically recommend and deploy success plan entitlements to improve customer adoption.
Manage to our Investment Program guidelines and ensure 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.
Coordinate and support business review meetings with OU leads, improving the overall Account Success Quarterly Business Review experience.
Co-create business reviews for Sales in collaboration Renewals, Success Plan Sales, and other key stakeholder

Requirements

What you’ll need

6+ years in Sales, Customer Success, or related fields, preferably within the SaaS landscape.
Proficiency in Salesforce's product suite, with a keen understanding of its capabilities and best application practices.
Proven track record to forge and cultivate relationships, serving as a trusted advisor that brings tangible business value to clients.
Capable 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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SalesCustomer SuccessSaaSData AnalysisCustomer RetentionCustomer Success ScoresBusiness Review CoordinationInvestment Program ManagementSuccess Plan Development

Soft Skills

CollaborationRelationship BuildingCommunicationProblem SolvingNegotiationStrategic PrioritizationAdvisory SkillsStakeholder Management