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Salesforce Customer Success Manager - Tableau 
Mexico, Mexico City 
38869756

20.03.2025

Job Category

Job Details


product. As a CSM, you will be responsible for identifying and addressing both technical and business concerns and requests, aligning them with customer priorities, projects, and problems. You will bring senior-level expertise and will be responsible for coordinating all deliverables the customer is entitled to, including overseeing the day-to-day customer experience from onboarding through Signature contract renewal and expansion. As the main point of contact for the account's success, you will work closely with Product Management, Sales, Technical Support, and Engineering to lead the customer relationship.
Responsibilities:

  • Customer Success Advocacy: Act as the primary point of contact, leveraging deep industry, product, and technical knowledge to guide them to achieve business objectives through Tableau utilization.
  • Stakeholder Alignment: Develop and nurture strong relationships at key stakeholder levels, aligning with customer needs across various market segments, sizes, and solution complexities.
  • Strategic Guidance: Assess customer goals and capabilities, offer recommendations for Tableau ecosystem health, performance optimization, and achieving business and technology objectives.
  • Business Value Delivery: Cultivate executive-level relationships within customer IT and business leadership, solidifying partnership commitments and driving innovation aligned with customers' business challenges and growth potential.
  • Adoption Path & Enablement: Contribute to Tableau knowledge, community, and training resources, comprehensive adoption plans showcasing current and future states, enabling the customer through an underlying roadmap.
  • Technical Expertise Application: Apply Tableau product knowledge to address technical concerns, ensure acceptable resolutions, and align platform features with customer priorities and roadmaps.
  • Proactive Support & Enhancement: Conduct quarterly reviews, identify trends, and provide tailored release recommendations to ensure stability, performance, and feature enhancement.
  • Internal Relationship Building: Forge strong multidisciplinary relationships with Sales, Engineering, and Product Management to lead and coordinate customer relationships for success and revenue opportunities
  • Evolution of Roles: Anticipate and adapt to role changes per evolving Salesforce needs.


Preferred Skills:

  • Experienced professional with 5+ 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 proven 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.
  • Ability to prioritize customer needs, take ownership, and drive resolutions.
  • Experience with databases, SQL, Windows/Linux Server, and security infrastructure. StrongTableautechnical skills or the ability to acquire in-depth knowledge.
  • Diligent. Nothing gets overlooked.

Required Skills:


Degree or equivalent experience required. Experience will be evaluated based on the strengths you'll need for the role (e.g. demonstrated behaviors in previous jobs, that align to role needs such as extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)This position will require you to work from your local Salesforce/Tableau office 2 to 3 days a week

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