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As a Customer Success Manager (CSM), you will serve as a named resource and partner for Salesforce’s customer organizations. You are a trusted advisor, forging deep relationships with your customers and account teams and maintaining an awareness of key events, needs, potential risks, and value drivers. With a continual focus on your customers’ business needs, you will help to improve their overall technical and operational health, helping them to realize the maximum value out of their Salesforce investment. You will act as a point of contact for any major customer incidents, being responsible for managing expectations and communications through the resolution of such incidents. These activities will enable you to proactively set the customer up for success through optimisation of the platform, with special care during critically important peak events. This will require deep technical knowledge of the Salesforce platform, and the ability to work closely across internal and external teams to provide a unified Signature experience.
Job Responsibility:
Serve as the single point of customer accountability responsible for the orchestration of all Signature deliverables, experience, renewal, and expansion
Cultivate and maintain stakeholder relationships with the customer’s IT and business executive leadership, sponsors, and decision-makers within customer organisations that have purchased Signature
Help your customers achieve their business goals and outcomes on the Salesforce platform
Coordinating the completion of the Signature Success catalog of services as required for your customer
Providing timely, proactive Salesforce feature guidance based on the areas of interest for your customer
Acting as an advisor to your customers for the adoption of new features of Salesforce’s annual release schedules and identifying potential challenges and risks to your customer's implementation
Communicate the value of Signature Success. Be accountable for ensuring all collaborators understand this value so that customers continue to renew Signature Success
Act as an advocate for customers during the triage and resolution of high-severity cases to assist with the timely resolution of these issues
The CSM may be required for occasional travel to customer sites and may need to be available for some after-hour or weekend coverage, depending on the customer’s need
Requirements:
Minimum of 7 years of work experience in one or more of the following: Technical Customer Success, Salesforce CRM or SaaS platform use, project leadership, technology solutions development, technical solutions, and/or solutions architecture
Experience with Salesforce Marketing Cloud and/or a relevant competing platform
4+ years’ experience in management consulting services
Exceptional communication and presentation skills with demonstrated ability to communicate and influence effectively at all levels of the organisation, including executive and C-level
Skills for analysing technical concepts and translating them into business terms and mapping business requirements into technical features
Ability to explain complex technical concepts in business-friendly terms to customers, then explain customer needs to internal partners
Knowledge of software development process and design methodologies
Experience leading efforts of cross-functional teams to facilitate the resolution or disposition of customer needs or projects
Nice to have:
Experience with Salesforce Marketing Cloud and/or Commerce Cloud, and/or a competing platform (i.e. Shopify, Adobe, Marketo, etc.)
Salesforce product certifications are a plus (AI Specialist, Administrator, Advanced Administrator, Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant, Data Cloud Specialist, Marketing Cloud: Administrator, Consultant, Email Specialist, Engagement Consultant, B2C Commerce Developer)
Knowledge of Salesforce products and features, capabilities, best use, and how to deploy
Experience working with Enterprise-level customers