Customer Success Manager - Tableau (Technical)

Job description

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. 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. Position Summary: The Customer Success Manager will serve as the customer’s trusted Tableau advisor and become an extension of their workforce through various areas of personalized service. In this role you will be identifying and addressing both business and technical concerns, requests, and aligning to customer priorities, projects, and problems. You bring senior level business and technical expertise, and will act as the primary point of contact for the account by coordinating with Product Management, Sales, Technical Support, and Engineering to manage the customer relationship. Primary Responsibilities (Essential Functions): Develop an in‐depth understanding of the customer’s Tableau environment, business stakeholders, and their reporting and analytical needs. Offer best practice guidance and recommendations for optimum health and performance of the Tableau ecosystem. Apply comprehensive troubleshooting and debugging skills to establish a working reproduction, acceptable resolution, and root cause. Build strong cross‐functional working relationships with Sales, Engineering, and Product Management. Provide escalation management on critical cases by working closely with Support, Sustaining Engineering, and/or Development to provide regular status updates to the customer. Coordinate communications with all required stakeholders on crucial support cases and high priority issues. Create a roadmap focusing on customer situation/goal setting and conduct quarterly reporting and deployment reviews to spot trends, proactively identify potential issues, and offer tailored release recommendations to meet stability, performance, and new feature requirements. Provide solutions and recommendations (including conducting workshops) to establish/expand Tableau usage at client sites. Identity revenue opportunities and partner with the account team to recommend paid services, licenses, training, and additional Tableau products to meet current needs and future growth. Communicate and build a relationship with both IT and business stakeholders Contribute to Tableau knowledge, community, and training resources. Prepare and deliver custom business and technical presentations and training internally, at customer sites and Tableau conference. Additional Responsibilities: Recruitment: Tableau hires company builders; employees are expected to be on the constant lookout for the best talent to bring onboard, helping Tableau continue to build one of the best companies in the world. Participate in the interview cycle and assist with the candidate vetting process Suggest and implement improvements to internal processes and tools. Identify and independently take on additional tasks. Seek out and embrace leadership and mentoring opportunities Other duties as assigned Contribution in training/skilling up other Tableau Team members in order to strengthen the team Knowledge and Skill Requirements: 10+ years demonstrated experience supporting and troubleshooting commercial end user software applications Demonstrated experience supporting enterprise level, mission‐critical applications ∙ Strong understanding of relational databases; understanding of enterprise data warehouse techniques, OLAP etc. 10+ years of experience with Cloud, databases, SQL, and Windows Server. Linux experience also preferred Strong understanding of networking, server set‐up and administration, including troubleshooting experience with internet architectures, firewalls, proxy servers, reverse proxy servers, and web servers Demonstrated success as a highly creative, curious technologist and problem solver ∙ Excellent listening and research skills Must have the ability to empathize with customers and convey confidence ∙ Excellent interpersonal skills Ability to build a relationship with both Business and IT stakeholders (incl. CXO communication) - Strong communication skills Clearly explain highly technical issues to a non‐technical audience (Especially to CXO level) Strong organizational skills and attention to detail Ability to handle frequent interruptions, re‐prioritize, multi‐task, solve problems, and make decisions in a fast paced environment strongly preferred (Nice to have) Tableau related Certification 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. Accommodations If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form . Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options. 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.