Senior Success Guide - Tableau

The Senior Success Guide plays a pivotal role in helping Premier and Signature customers realize value and accelerate adoption of Salesforce Analytics, primarily focusing on Tableau. This role involves delivering targeted, high-impact engagements, coaching customers on best practices and product capabilities across Tableau Cloud and Tableau Core, and providing timely recommendations. The guide acts as a trusted advisor, partnering with Success Managers, Account Executives, and Support to drive measurable product adoption and help customers achieve business goals.

Must Have

• Deliver 1:1 Expert Coaching Sessions and respond to Success Requests
• Provide actionable best practices and technical guidance across Tableau capabilities
• Support Tableau adoption and customer value realization
• Drive proactive engagements across Premier and Signature accounts
• 4+ years of relevant experience in customer success
• Strong consultative and customer-first engagement style
• Ability to communicate, present, and influence credibly and effectively
• Proven ability to learn new technologies quickly and thrive in a fast-paced environment
• Ability to prioritize, multi-task, and deliver under pressure
• Excellent written and verbal communication skills

Good to Have

• Experience with cross-cloud analytics or embedding Tableau in Salesforce
• Knowledge of CRMA, Einstein Discovery, or other Salesforce analytics tools
• Bilingual or multilingual fluency
• Experience supporting enterprise-scale data and BI environments
• Trailhead Ranger or Tableau Trailblazer Community involvement

About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI + Data + CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

Role Description

The Senior Success Guide plays a pivotal role in helping customers realize value and accelerate adoption of Salesforce Analytics — with a primary focus on Tableau. This role delivers targeted, high-impact engagements for Premier and Signature customers across all account segments.

Senior Success Guides blend business acumen with deep product expertise to coach customers on best practices and product capabilities across Tableau Cloud and Tableau Core. With the support of AI and automation, they provide timely, relevant recommendations that drive scalable customer outcomes.

The role is both proactive and reactive — delivering 1:1 Success Requests, Expert Coaching Sessions, and acting as a trusted advisor. Success Guides partner with key collaborators such as Success Managers, Account Executives, and Support to help customers reach their business goals and drive measurable product adoption.

Your Impact

• Usage and Adoption: Provide prescriptive recommendations, best practices, and technical advice to improve Tableau adoption and accelerate business outcomes.
• Customer-Facing Engagements: Deliver 1:1 Expert Coaching Sessions and ad-hoc Success Requests across all segments.
• Product Expertise: Become a subject matter expert in Tableau (Cloud, Desktop, Core), and contribute to internal knowledge sharing.
• Trusted Advisor: Serve as a go-to expert for customers across key Tableau features, helping them mature their analytics strategy.
• Operational Excellence: Administer work in alignment with Global Guide Standard Operating Procedures (SOPs).
• Feedback and Collaboration: Generate positive feedback from customers, internal teams, and leadership while contributing to the growth of the Guide organization.
• Continued Learning: Participate in enablement sessions, ACT training, and Trailhead learning to stay current on product innovation.

Responsibilities

• Deliver 1:1 Expert Coaching Sessions and respond to Success Requests
• Provide actionable best practices and technical guidance across Tableau capabilities, including LODs, calculated fields, data modeling, data prep, and performance optimization
• Support Tableau adoption and customer value realization
• Drive proactive engagements across Premier and Signature accounts
• Contribute to team learning and development; act as a mentor to peers
• Participate in product upskilling initiatives and provide feedback to improve internal programs
• Stay current on Salesforce releases and Tableau innovations
• Participate in internal and external enablement, including content development
• Complete all required company and role-based ACT courses on schedule

Required Qualifications & Skills

• 4+ years of relevant experience in customer success
• Certifications:
• Preferred: Tableau Data Analyst, Salesforce Advanced Administrator
• Strong consultative and customer-first engagement style
• Demonstrated ability to communicate, present, and influence credibly and effectively across all audiences
• Proven ability to learn new technologies quickly and thrive in a fast-paced environment
• Ability to prioritize, multi-task, and deliver under pressure
• Excellent written and verbal communication skills

Preferred Qualifications & Skills

• Experience with cross-cloud analytics or embedding Tableau in Salesforce
• Knowledge of CRMA, Einstein Discovery, or other Salesforce analytics tools
• Bilingual or multilingual fluency
• Experience supporting enterprise-scale data and BI environments
• Trailhead Ranger or Tableau Trailblazer Community involvement

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.

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