Customer Success Manager - Core/Data Cloud

Responsibilities

• Act as a trusted advisor and single point of accountability for high-value customers on the Signature Success Plan.
• Drive adoption of Sales Cloud features by conducting enablement sessions on opportunity management, forecasting, and pipeline hygiene.
• Align business value with technical goals to ensure customers achieve significant ROI.
• Manage stakeholder relationships, including cultivating executive-level connections within customer IT and business leadership.
• Monitor technical health and usage metrics, providing tailored release recommendations and conducting quarterly reviews.
• Proactively identify risks and manage major incidents to ensure timely resolution and communication.
• Utilize AI tools and prompt engineering to automate routine tasks and enhance customer success planning.

Requirements

• Proven experience supporting customers using Sales Cloud.
• Working knowledge of core Sales Cloud features including Leads, Accounts, Contacts, Opportunities, Forecasting, and Reports & Dashboards.
• Strong understanding of sales processes such as lead-to-cash, opportunity management, and pipeline management.
• Salesforce Certified Administrator (or ability to obtain certification within 90 days).
• Full English proficiency for global alignment.
• Familiarity with Sales Cloud automation tools like workflows, process builder, and flows.

Preferred Qualifications

• 3-4 years of relevant industry expertise in Customer Success or SaaS platform management.
• Strong consulting skills with the ability to influence C-level conversations and handle objections.
• Experience with advanced Sales Cloud features like Einstein Lead Scoring, Opportunity Insights, and Activity Capture.
• Relevant Salesforce certifications such as AI Associate, Data Cloud Specialist, or Sales Cloud Consultant.

About the Company

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. We help companies across every industry blaze new trails and connect with customers in a whole new way through the power of AI, Data, and CRM.