Salesforce Customer Success Portfolio Leader Tableau & Local EDU 

United States, Illinois, Chicago 

423664398

Job Category

Job Details

Responsibilities

• Lead a team of Customer Success Managers, fostering growth and excellence

• Address and resolve customer blocking issues in collaboration with individual contributors

• Partner with sales teams and renewals to execute strategies for Signature Success Plan renewals across teams. Develop a point of view for Signature value to help grow Signature within the Tableau team in the SLED/NGO portfolio

• Work closely with peers and selling partners on capacity planning for Signature obligations including resource allocation, forecasting, and staffing

• Align customer allocations with Signature coverage, manage team-based allocations, and synchronize additional cloud resources as needed

• Collaborate on talent retention strategies, encompassing career pathing, promotions, and ongoing training

• Stay informed on market trends, risks, and opportunities specific to customers and industries, communicating insights to Territory & OU leaders

• As a Portfolio Leader, monitor key performance indicators, including Customer Health using Customer Success Score and Salesforce Loyalty

• As a Portfolio Leader, be responsible for delivery metrics, ensuring consistent progress and results

• Ensure teams are proficient in New Product Introductions (NPI) and New Service Introductions (NSI) initiatives.

Preferred Qualifications and Skills

• Possess a minimum of 8+ years in leadership roles with direct experience in customer success and team management.

• Exhibit strong critical thinking and ability to use data and insights to identify industry trends and risks.

• Demonstrate excellent communication skills, and be a strong collaborator, to bridge across various teams and levels.

• Showcase a proven track record in talent management, including recruitment, retention, and development.

• Familiarity with Salesforce's product offerings, services, and the larger SLED/NGO industry landscape.

• Experience with Tableau products, and/or a competing platform (i.e. Microsoft Power BI, Looker, Qlik, MicroStrategy, Domo)

• Experience leading efforts of cross-functional teams to facilitate resolution or disposition of customer needs or project

Note:This role is office-flexible, and the expectation is to be in-office a minimum of three (3) days per week.

If you require assistance due to a disability applying for open positions please submit a request via this.

Posting Statement

For Washington-based roles, the base salary hiring range for this position is $185,500 to $268,900. For Illinois based roles, the base salary hiring range for this position is $185,500 to $268,900.