Customer Success Manager – Tableau

Role Overview

The Customer Success Manager (CSM) is a versatile expert responsible for ensuring high-value customers who purchase the Signature Success Plan achieve a significant return on their investment with our platform. This role functions as an extension of the customer’s workforce and a trusted advisor, providing guidance and advice to customer organizations.

What You Will Do

Serve as the single point of customer accountability responsible for the delivery of all Signature deliverables, the overall customer experience, and renewal and expansion. Coordinate all deliverables the customer is entitled to, overseeing the experience throughout the Signature lifecycle.

Why It Might Be a Fit

The ideal candidate will have 3-4 years of relevant industry expertise in Customer Success, SaaS platform use, or related fields, strong consulting skills, and excellent communication skills to articulate technical issues to diverse audiences.

Requirements

• Experience: Experienced business professional, preferably with 3-4 years of relevant industry expertise in Customer Success, SaaS platform use, or related fields.
• Consulting Skills: Strong consulting skills and demonstrated ability to drive business value, facilitate discussions, handle objections, and influence C-level conversations.
• Domain Expertise: Possess industry-relevant expertise and begin honing skills in a relevant functional area. Should understand the broad impact of the industry on the customer’s business.
• Working knowledge of Tableau Desktop, Tableau Cloud/Server, and Tableau Prep
• Understanding of data visualization best practices and dashboard design
• Familiarity with common data sources (databases, spreadsheets, cloud apps)
• Ability to demonstrate Tableau features and navigate workbooks/dashboards
• Knowledge of basic analytics use cases (sales dashboards, operational reporting, KPI tracking)
• English proficiency is required for all candidates to ensure global alignment.

Benefits

• Dental insurance
• Vision insurance
• Paid holidays
• Learning & Development opportunities
• Cloud Specific Experience Preferred: Tableau Desktop Specialist or Data Analyst certification
• Experience with Tableau governance basics (permissions, projects, data sources)
• Understanding of how Tableau connects to Salesforce data

Tagged as: Tableau