Salesforce

Customer Success Manager

Salesforce
Posted 10/21/2026full-timeUnited StatesMid-LevelSenior💰 $123,100 - $186,300 per yearWebsite
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Core Competencies

Role fit
Core Competencies

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Demonstrates extensive expertise in Customer Success and SaaS platforms, with a strong focus on Salesforce Service Cloud and its integrations. Proven ability to drive customer engagement, optimize service processes, and facilitate executive-level discussions to align technical solutions with business objectives.

Highest-signal resume keywords
Salesforce Service Cloud ExpertiseCustomer Success ManagementConsulting SkillsData Cloud ExperienceService Cloud Consultant Certification

Tech Stack

Tools & technologies
Cloud

About the role

Key responsibilities & impact
  • Serve as the single point of customer accountability for Signature deliverables, customer experience, renewal, and expansion
  • Coordinate customer deliverables throughout the Signature lifecycle
  • Align business value and technical goals with the Signature offer
  • Conduct enablement sessions on opportunity and case management, forecasting, pipeline hygiene, knowledge creation, and omni-channel routing
  • Share best practices for sales and service process optimization, data quality, and customer experience
  • Drive adoption of Sales Cloud and Service Cloud features
  • Track usage metrics including opportunity updates, activity logging, forecast submissions, report usage, case resolution times, knowledge article usage, channel adoption, and CSAT scores
  • Develop stakeholder relationships, including executive-level relationships within customer IT and business leadership
  • Act as a trusted advisor and apply proven solutions to customer problems
  • Increase customer engagement and identify barriers to customer success
  • Develop strategic success plans for complex problems
  • Conduct quarterly feature-usage reviews to drive adoption and ensure platform stability and performance
  • Identify underutilized contracted entitlements and align platform features with customer priorities
  • Use AI agents for meeting summaries, QBR data collection, and initial health monitoring
  • Use prompt engineering to retrieve customer data and draft success plans
  • Monitor AI-driven sentiment and intent analysis for early customer concerns
  • Apply product knowledge to diagnose technical concerns and align features with customer roadmaps
  • Monitor customer health, identify trends, and provide tailored release recommendations
  • Serve as the primary interface for major incidents
  • Coordinate with Sales, Engineering, and Product Management on customer success and revenue opportunities
  • Escalate complex automation, data model, routing, and integration questions to technical resources

Requirements

What you’ll need
  • 5+ years of relevant industry expertise in Customer Success, SaaS platform use, or related fields preferred
  • Strong consulting skills and demonstrated ability to drive business value, facilitate discussions, handle objections, and influence C-level conversations
  • Industry-relevant expertise and understanding of the broad impact of the industry on the customer’s business
  • Excellent communication skills and ability to translate technical concepts into business terms
  • 3–4 years of experience with deep Salesforce Service Cloud expertise
  • Knowledge of Omni-Channel, Service Cloud Voice, Digital Engagement, and Field Service Lightning
  • Service Cloud Consultant certification preferred
  • Salesforce Admin and Service Cloud Consultant certification preferred
  • Data Cloud experience/certification preferred
  • Understanding of Service Cloud integrations with telephony, chat, messaging, and self-service portals
  • Understanding of Einstein AI for Service, including case routing, chatbots, and predictive service
  • Prior team-lead, mentor, or management experience preferred
  • Experience supporting customers in State, Local Government, and Education (SLED) industries
  • Willingness to be in-office a minimum of three days per week

Benefits

Comp & perks
  • Time off programs
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Mental health support
  • Paid parental leave
  • Life insurance
  • Disability insurance
  • 401(k)
  • Employee stock purchasing program
  • Incentive compensation may be available
  • Equity may be available
  • Reasonable accommodations during the application or recruiting process

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Omni-Channel KnowledgeService Cloud VoiceDigital EngagementField Service LightningAI-Driven Sentiment AnalysisPrompt EngineeringTechnical Problem DiagnosisUsage Metrics TrackingFeature Adoption StrategiesQuarterly Feature-Usage Reviews
Soft Skills
Excellent Communication SkillsInfluencing C-Level ConversationsFacilitating DiscussionsHandling ObjectionsBuilding Stakeholder Relationships
Tools & Technologies
Sales CloudService CloudEinstein AI for ServiceTelephony IntegrationsChat IntegrationsMessaging IntegrationsSelf-Service Portals
Certifications & Qualifications
Service Cloud Consultant CertificationSalesforce Admin CertificationData Cloud Certification
Industry Keywords
Customer ExperienceSLED IndustriesBusiness Value AlignmentOpportunity ManagementCase Management