# Customer Success Manager, Tableau - Public Sector **Company**: Salesforce **Work arrangement**: hybrid **Experience**: senior **Job type**: full-time **Category**: Sales **Industry**: Technology **Apply**: https://salesforce.wd12.myworkdayjobs.com/en-US/External_Career_Site/job/Virginia---Mclean/Customer-Success-Manager--Tableau---Public-Sector_JR362634?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply **Canonical**: https://yubhub.co/jobs/job_9d6518e8-cc9 ## Description As a Customer Success Manager (CSM) at Salesforce, you will serve as a versatile expert responsible for ensuring high-value customers achieve a significant return on their investment with the Tableau platform. **Your Impact** - Serve as the single point of customer accountability responsible for delivering 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. - Apply the correct processes to address customer needs and ensure value is delivered through the Signature offer. - Successfully align with and manage both Business and Technical Stakeholders, focusing on aligning Business Value and Technical Goals to the Signature offer. - Prioritize the most urgent work activities, organize tasks to avoid missing key steps, and create basic plans to focus time, taking responsibility for assigned tasks. - Use internal resources to increase effectiveness and rely on managers or mentors for guidance on priority problems. - Conduct enablement sessions on opportunity and case management, forecasting, pipeline hygiene, knowledge creation, and omni-channel routing. - Share best practices for sales and service process optimization, data quality, and customer experience. **Strategic Advisory and Stakeholder Management** - Drive adoption of Sales and Service Cloud features with reps, agents, managers, supervisors, and ops teams. - Track usage metrics (opportunity updates, activity logging, forecast submissions, report usage, case resolution times, knowledge article usage, channel adoption, and CSAT scores). - Develop and maintain strong relationships at key stakeholder levels, including cultivating executive-level relationships within customer IT and business leadership. - Act as a trusted advisor by gaining trust through mutual goals, understanding the customer's business model, and applying proven solutions to their problems. - Solidify partnership commitments and drive innovation aligned with customers' business challenges. - Increase customer engagement with products and services and identify major political barriers to customer success. - Partner with more experienced team members to solve complex problems and develop strategic success plans when needed. - Conduct quarterly reviews of feature usage to drive adoption of tools like Journey Builder or Commerce Promotions, ensuring platform stability and performance. - Identify underutilization of contracted entitlements (e.g., messaging volume or GMV tiers) and align platform features with customer priorities to increase throughput. **Technical Health, Adoption, and Risk Management** - Drive adoption of Tableau features with business users and analysts and track usage metrics (active users, workbook views, data source adoption). - Conduct enablement sessions and share best practices on dashboard creation and performance, data exploration, and visualization design. - Escalate complex data modeling or server configuration questions to technical resources. - AI Literacy: Proficiency in using AI agents to automate routine tasks such as meeting summaries, QBR data collection, and initial health monitoring. - Prompt Engineering Basics: Ability to use natural-language commands to guide AI agents in retrieving accurate customer data and generating first drafts of success plans. - AI Engagement Monitoring: Use AI-driven sentiment and intent analysis to flag early customer concerns for human intervention. - Collaborative Learning: Actively seek out Agentblazer training and certifications to stay current on autonomous agent capabilities. - Learning & Development: Apply product knowledge and expertise to address technical concerns, use this knowledge to ask effective diagnostic questions, and align platform features with customer priorities and roadmaps. - Proactively monitor and conduct quarterly reviews, identify trends, and provide tailored release recommendations to ensure stability, performance, and feature enhancement. - Serve as the primary interface for major incidents (e.g., checkout failures or email deliverability drops) to protect peak revenue. - Forge strong multidisciplinary relationships with Sales, Engineering, and Product Management to lead and coordinate customer relationships for success and revenue opportunities. - Form a clear plan for client engagements, communicate clearly and proactively with collaborators, and keep the customer goal central to decision-making. - Escalate complex automation, data model, routing, or integration questions to technical resources. **Minimum Requirements:** - 5+ years of relevant industry expertise in Customer Success, SaaS platform use, or related fields. - Strong consulting skills and demonstrated ability to drive business value, facilitate discussions, handle objections, and influence C-level conversations. - Possesses industry-relevant expertise and is actively honing skills in a relevant functional area, with an understanding of the broad impact of the industry on the customer's business. - Excellent communication skills to articulate technical issues to diverse audiences and the ability to translate technical concepts into business terms. - Actively seeks out relevant learning activities, approaches obstacles as growth opportunities, and seeks experienced mentors to accelerate personal development. - Position requirements: Legal authorization to work in the U.S. is required. Company visa sponsorship is not available for this position at this time. **Cloud/Platform Requirements (included with the above):** - 3+ years of experience supporting customers using Tableau, with a demonstrated understanding of how Tableau connects to Salesforce data. - 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 and dashboards. - Knowledge of basic analytics use cases (sales dashboards, operational reporting, KPI tracking) and experience with Tableau governance basics (permissions, projects, data sources). **Preferred Requirements** - Multiple Tableau certifications (Desktop + Server/Cloud) - Experience supporting enterprise Tableau deployments - Understanding of data architecture and semantic layers - Knowledge of Tableau Next, Tableau Pulse and AI-powered analytics ## Skills ### Required - Tableau Desktop - Tableau Cloud/Server - Tableau Prep - data visualization - dashboard design - Salesforce - Customer Success - consulting - communication - AI Literacy - Prompt Engineering - AI Engagement Monitoring ### Nice to have - Tableau certifications - enterprise Tableau deployments - data architecture - semantic layers - Tableau Next - Tableau Pulse - AI-powered analytics --- Source: [Apply at salesforce.wd12.myworkdayjobs.com](https://salesforce.wd12.myworkdayjobs.com/en-US/External_Career_Site/job/Virginia---Mclean/Customer-Success-Manager--Tableau---Public-Sector_JR362634?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)