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Job Category

Customer Success

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

About the Role

As a Customer Success Manager (CSM), you will serve as a trusted advisor to organizations who have invested in a Signature Success Plan for Tableau. Your role is to help customers achieve their strategic objectives and strengthen their technical foundation, ensuring they realize the full value of their Tableau investment. You’ll build lasting relationships with stakeholders at all levels, from technical teams to executive sponsors, and serve as a point of accountability they can rely on.

This position requires a balance of technical expertise and business acumen. You will work with customers to anticipate needs, remove barriers to adoption, and provide clear guidance on how Tableau can drive mission-critical impact. From optimizing platform performance to advising on best practices and new features, you’ll ensure customers have the tools, knowledge, and support needed to succeed.

You’ll also play a critical role during key moments, whether preparing for peak events, troubleshooting technical hurdles, or managing escalations. Acting as an advocate for your customers, you will coordinate across Tableau, Salesforce, and partner teams to drive timely resolution and create a unified customer experience.

In this role, you will primarily support Department of Defense customers, which requires familiarity with mission-critical environments, security and compliance standards, and the unique demands of the public sector.

Your Impact

• Serve as the single point of customer accountability responsible for orchestration of all Signature deliverables, experience, renewal, and expansion opportunities.

• Cultivate and maintain stakeholder relationships with the customer’s IT and business executive leadership, sponsors, and decision-makers within customer organizations that have purchased Signature.

• Help your customers achieve their mission and business outcomes with Tableau by:

  • Coordinating the completion of the Signature Success catalog of services as required for your customer.

  • Providing timely, proactive Tableau feature guidance based on the areas of interest for your customer.

  • Acting as an advisor to your customers for the adoption of new features of Tableau’s release schedules and identifying potential challenges and risks to your customer's implementation.

• Communicate the value of Signature Success. Be accountable for ensuring all collaborators understand this value so that customers continue to renew Signature Success.

• Act as an advocate for customers during the triage and resolution of high severity cases to assist with the timely resolution of these issues.

• The CSM may be required for occasional travel to customer sites and may need to be available for some after-hour or weekend coverage depending on the customer’s need.

Minimum Requirements

• Minimum of 8 years work experience in one or more of the following: Technical Customer Success, SaaS platform use or project leadership, Technology Consulting, Technology Solutions Development, Technical and/or Solutions Architecture.

• Experience with Tableau products, and/or a competing platform (i.e. Microsoft Power BI, Looker, Qlik, MicroStrategy, Domo).

• Experience supporting the Department of Defense, with familiarity in security, compliance, and mission-critical environments.

• Exceptional communication and presentation skills with demonstrated ability to communicate and influence effectively at all levels of the organization, including executive and C-level.

• Skills for both analyzing technical concepts and translating them into business terms and for mapping business requirements into technical features.

• Ability to explain complex technical concepts in business-friendly terms to customers, then explain customer needs to internal partners.

• Knowledge of software development process and design methodologies.

• Experience leading efforts of cross-functional teams to facilitate resolution or disposition of customer needs or projects.

Preferred Requirements

• Tableau product certifications are a plus (Tableau Desktop, Tableau Server).

• Knowledge of Salesforce products and features, capabilities, best use, and how to deploy.

• Experience working with Enterprise-level customers.

Please note: This is an office-flexible role, and the expectation is to be in-office a minimum of three (3) days per week.

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

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Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.

For Washington D.C based roles, the base salary hiring range for this position is $133,400 to $183,500.