Customer Success Manager (TS/SCI FSP)

7 Minutes ago • 8 Years + • Customer Service

Job Summary

Job Description

As a Customer Success Manager (CSM) at Salesforce, you will be a named resource and partner for customer organizations, acting as a trusted advisor. You will build deep relationships, manage key events, identify risks, and drive value. Your role involves improving technical and operational health, ensuring customers maximize their Salesforce investment, and acting as a point of contact for major incidents. You will proactively optimize the platform, especially during peak events, leveraging deep technical knowledge and cross-functional collaboration to deliver a unified Signature experience.
Must have:
  • Serve as the single point of customer accountability for Signature deliverables, experience, renewal, and expansion.
  • Cultivate and maintain stakeholder relationships with customer’s IT and business executive leadership, sponsors, and decision-makers.
  • Help customers achieve business goals and outcomes on the Salesforce platform.
  • Coordinate the completion of the Signature Success catalog of services.
  • Provide timely, proactive Salesforce feature guidance based on customer interests.
  • Act as an advisor for new Salesforce release features, identifying potential challenges and risks.
  • Communicate the value of Signature Success to ensure renewals.
  • Act as an advocate for customers during triage and resolution of high severity cases.
Good to have:
  • Salesforce product certifications (e.g., AI Associate, Administrator, Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant, Marketing Cloud Suite, Data Cloud).
  • Knowledge of Salesforce products and features, capabilities, best use, and deployment.
  • Experience working with Enterprise-level customers.
Perks:
  • World-class enablement and on-demand training (trailhead.com)
  • Exposure to executive thought leaders
  • Clear path to promotion with accelerated leadership development programs
  • Weekly 1:1 coaching with leadership
  • Fast Ramp mentorship program
  • Week-long product bootcamp
  • Sandler Sales Training
  • Volunteer Opportunities (1:1:1 model)
  • Health benefits
  • Financial benefits and perks
  • Time off and leave policies
  • Parental benefits
  • Perks and discounts (salesforcebenefits.com)

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.

For our customers who wish to get the most value out of Salesforce with enterprise and rapid support, delivered by our most skilled experts, they purchase our Signature Success Plan. When you have Signature, you unlock our deepest level of partnership, most skilled expertise, and tools to stay agile.

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, 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 optimization 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.

Your Impact

  • Serve as the single point of customer accountability responsible for orchestration of all Signature deliverables, experience, and renewal, and expansion.
  • Cultivate and maintain stakeholder relationships with the customer’s IT and business executive leadership, sponsors, and decision-makers within customer organizations that have purchased Signature.
  • Help your customers achieve their business goals and outcomes on the Salesforce platform by:
  • 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.

Minimum Requirements

  • Minimum of 8 years work experience in one or more of the following: Technical Customer Success, Salesforce CRM, SaaS platform use or project leadership, Technology Consulting, Technology Solutions Development, Technical and/or Solutions Architecture.
  • Experience with Salesforce Sales Cloud and/or Service Cloud, and/or relevant competing platforms.
  • 4+ years of experience in management consulting services.
  • Exceptional communication and presentation skills with demonstrated ability to communicate and influence effectively at all levels of the organization, including executive and C-level.
  • Skills for both analyzing technical concepts and translating them into business terms and for 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 resolution or disposition of customer needs or projects.
  • Preferred Requirements
  • Salesforce product certifications are a plus (AI Associate, Administrator, Advanced Administrator, Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant, B2C Commerce Developer, Marketing Cloud Suite, Data Cloud).
  • Knowledge of Salesforce products and features, capabilities, best use, and how to deploy.
  • Experience working with Enterprise-level customers.
  • TS/SCI FSP is required for his position

Note: This role is office-flexible, and the expectation is to be in office 3 days per week

Our Investment In You

World-class enablement and on-demand training - check out trailhead.com for a sneak peek!

Exposure to executive thought leaders with a passion for living our values

Clear path to promotion with accelerated leadership development programs

Weekly 1:1 coaching with your leadership

Fast Ramp mentorship program

Week-long product bootcamp

Sandler Sales Training

Volunteer Opportunities

Have you heard of our 1:1:1 model, focused on giving back to the community? The success in giving back has helped us and our Trailblazer community become a leader in philanthropy, culture, and innovation. We are one of the World’s Most Innovative Companies, according to Forbes, we are #1 in PEOPLE’s Top 15 Companies that Care, and are on Fortune’s Change the World list. Values create value. Our values helped drive our revenue number to $13.28 billion dollars in fiscal years in 2019.

We have a public-facing website that explains our various benefits for:

Health benefits

Financial benefits and perks

Time off and leave policies

Parental benefits

Perks and discounts

Visit salesforcebenefits.com for the full breakdown

Accommodations

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

Posting Statement

At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality and explore our company benefits.

Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce.

Salesforce welcomes all.

This candidate must be a U.S. citizen (U.S. born or naturalized) who does not hold dual citizenship and agrees to complete a U.S. federal government Minimum Background Investigation (MBI) for a Moderate Public Trust position.This position requires a USA TS/SCI with Polygraph security access level.

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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About The Company

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 wellanddoing good – you've come to the right place.

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