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Customer Success Manager, Core - Commercial
Salesforce. Serve as the single point of customer accountability for Signature deliverables, overall customer experience, renewal, and expansion .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Customer Success with a strong focus on driving business value through Salesforce Sales Cloud and Service Cloud. Capable of managing stakeholder relationships, optimizing customer experience, and leveraging technical knowledge to address complex customer needs.
Highest-signal resume keywords
Customer Success ExpertiseSales Cloud ProficiencyService Cloud ProficiencyConsulting SkillsCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Cloud FeaturesService Cloud FeaturesSales ProcessesService ProcessesSales Cloud AutomationService Cloud AutomationAI Agent ProficiencyLightning Sales ConsoleOpportunity ManagementPipeline Management
Soft Skills
Consulting SkillsInfluencing SkillsFacilitation SkillsProblem-Solving SkillsCommunication Skills
Tools & Technologies
Sales CloudService CloudEinstein for SalesEinstein for ServiceOmni-Channel RoutingForecasting ToolsReporting ToolsKnowledge Management SystemsAutomation ToolsMulti-Channel Support Tools
Certifications & Qualifications
Sales Cloud ConsultantService Cloud ConsultantAgentblazer TrainingSalesforce Product Certifications
Industry Keywords
SaaSCustomer ExperienceStakeholder ManagementTechnical Health MonitoringIncident ManagementData QualitySales OptimizationService OptimizationCustomer EngagementRenewal Management
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Serve as the single point of customer accountability for Signature deliverables, overall customer experience, renewal, and expansion
- Coordinate customer deliverables and oversee the experience throughout the Signature lifecycle
- Address customer needs and ensure value is delivered through the Signature offer
- Align and manage business and technical stakeholders around business value and technical goals
- 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 and maintain relationships with key stakeholders, including executive-level customer IT and business leadership
- Act as a trusted advisor and apply proven solutions to customer problems
- Drive innovation and customer engagement with Salesforce products and services
- Partner with experienced team members on complex problems and strategic success plans
- Conduct quarterly feature-usage reviews and provide release recommendations
- Identify underutilized contracted entitlements and align platform features with customer priorities
- Monitor technical health, adoption, and risk
- Serve as the primary interface for major incidents
- Collaborate with Sales, Engineering, and Product Management on customer success and revenue opportunities
- Escalate complex automation, data model, routing, or 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
- 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 to articulate technical issues to diverse audiences and translate technical concepts into business terms
- 3–4 years of experience supporting customers using Sales Cloud and Service Cloud
- Working knowledge of Sales Cloud features: Leads, Accounts, Contacts, Opportunities, Forecasting, Reports & Dashboards
- Working knowledge of Service Cloud features: Cases, Knowledge, Queues, Service Console, Omni-Channel routing
- Understanding of Sales processes, including lead-to-cash, opportunity management, and pipeline management
- Understanding of Service processes, including case management, escalation, and SLA management
- Familiarity with Sales Cloud automation: workflows, process builder, and flows for sales processes
- Familiarity with Service Cloud automation: email-to-case, web-to-case, case assignment rules, and macros
- Ability to demonstrate Lightning Sales/Service Console and mobile app
- Knowledge of sales use cases, including territory management, lead assignment, and opportunity stages
- Knowledge of service use cases, including case deflection, knowledge management, and multi-channel support
- Proficiency in using AI agents to automate routine tasks
- Ability to use natural-language commands to guide AI agents and generate first drafts of success plans
- Experience or ability to use AI-driven sentiment and intent analysis
- Willingness to pursue Agentblazer training and certifications
- Sales Cloud Consultant and Service Cloud Consultant certifications preferred
- Additional Salesforce product certifications are a plus
- Experience with Einstein for Sales and Service preferred
- Understanding of Sales Cloud integrations with marketing automation and service tools preferred
- Understanding of Service Cloud integrations with telephony, chat, messaging, and self-service portals preferred
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