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Customer Success Manager – State East & Local
Salesforce. Serve as the single point of customer accountability for Signature deliverables, customer experience, renewal, and expansion .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in Customer Success and Salesforce Service Cloud, with a strong ability to drive business value and facilitate executive-level discussions. Proficient in optimizing customer experience through data analysis, stakeholder engagement, and innovative solutions.
Highest-signal resume keywords
Salesforce Service Cloud ExpertiseCustomer Success ManagementConsulting SkillsData Analysis and Metrics TrackingStakeholder Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Salesforce Service CloudOmni-Channel RoutingService Cloud VoiceDigital EngagementField Service LightningData AnalysisAI-Driven Sentiment AnalysisIntegration with TelephonyCase ManagementForecasting
Soft Skills
Excellent Communication SkillsInfluencing C-Level ConversationsFacilitating DiscussionsHandling ObjectionsTeam Leadership
Tools & Technologies
SalesforceAI AgentsCustomer Relationship Management (CRM)Knowledge Management SystemsReporting Tools
Certifications & Qualifications
Salesforce Admin CertificationService Cloud Consultant CertificationData Cloud CertificationAdditional Salesforce Product Certifications
Industry Keywords
Customer ExperienceSaaS PlatformBusiness ValueCustomer EngagementTechnical Health Monitoring
Tech Stack
Tools & technologiesCloud
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 and oversee the experience throughout the Signature lifecycle
- Align business and technical stakeholders 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 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
- Drive innovation and increase customer engagement with products and services
- Conduct quarterly feature-usage reviews and provide release recommendations
- Identify underutilized contracted entitlements and align platform features with customer priorities
- Use AI agents for meeting summaries, QBR data collection, health monitoring, and customer-data retrieval
- Monitor AI-driven sentiment and intent analysis for early customer concerns
- Monitor technical health, stability, performance, adoption, and risk
- 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
- 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 with deep Salesforce Service Cloud expertise
- Knowledge of advanced Service Cloud features: Omni-Channel, Service Cloud Voice, Digital Engagement, and Field Service Lightning
- Service Cloud Consultant certifications preferred
- Salesforce Admin + Service Cloud Consultant certification preferred
- Data Cloud experience/certification preferred
- Additional Salesforce product certifications are a plus
- 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
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