Customer Success Manager-(Tableau Exp Mandatory)-AMER Shift

Role Overview

The role requires a versatile Customer Success Manager with expertise in Tableau to join the team. The CSM will act as an extension of the customer’s workforce, offering guidance and advice to ensure they receive a significant return on investment with Salesforce’s Tableau product.

What You Will Do

The CSM will be responsible for identifying and addressing both technical and business concerns and requests, aligning them with customer priorities, projects, and problems. They will bring senior-level expertise and will be responsible for coordinating all deliverables the customer is entitled to.

Why It Might Be a Fit

The ideal candidate will have 8+ years of relevant industry expertise in Customer Success, SaaS platform use or project leadership, Technology Consulting, and/or Solutions Architecture. They will be able to drive business value, facilitate discussions, handle objections, and influence C-level conversations.

Requirements

• Experienced professional with 8+ years of relevant industry expertise in Customer Success, SaaS platform use or project leadership, Technology Consulting, and/or Solutions Architecture.
• Demonstrating expertise in Tableau or a specific line of business (LoB).
• Strong consulting skills and validated ability to drive business value, facilitate discussions, handle objections, and influence C-level conversations.
• Familiarity with Salesforce product and platform features, governance principles, methodologies, and enterprise architecture.
• Excellent communication skills to articulate technical issues to diverse audiences.
• Demonstrated AI First approach to account management — you use AI as your default starting point across workflow, communication, and planning, not as an occasional aid
• Experience using AI features within Salesforce (Einstein, Agentforce) and customer success platforms (e.g., Gainsight, Totango, Catalyst) to manage and grow a book of business
• Ability to interpret AI-generated health signals and account insights with sound judgment, translating outputs into meaningful customer conversations and action plans
• Proficiency using generative AI to draft, personalize, and refine customer-facing communications with a strong eye for quality, accuracy, and brand standards

Benefits

• Dental insurance
• Vision insurance
• Accommodations for employees with disabilities
• Equal pay
• Employee resource groups
• Inclusive benefits
• Paid holidays
• Wellness programs
• Parental leave
• Visa/relocation support
• Remote flexibility
• Stipends
• Bonus/commission
• Paid time off
• Retirement plan
• Learning budget
• Equity (ownership stake)

Tagged as: Tableau