Customer Success Manager, Tableau

Salesforce

. Serve as the single point of customer accountability for Signature deliverables, customer experience, renewal, and expansion .

Posted 10/16/2026full-timeUnited StatesMid-LevelSenior💰 $123,100 - $186,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Customer Success and SaaS platforms, with a strong focus on Tableau for data visualization and analytics. Capable of driving business value through effective stakeholder management, communication, and strategic planning.

Highest-signal resume keywords

Customer Success ManagementTableau ExpertiseStakeholder EngagementData Visualization Best PracticesConsulting Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tableau DesktopTableau CloudTableau ServerData VisualizationData ArchitectureAnalytics Use CasesSalesforce Data IntegrationDashboard DesignPerformance TrackingData Quality Management

Soft Skills

Excellent CommunicationInfluencing SkillsFacilitation SkillsRelationship BuildingProactive Monitoring

Tools & Technologies

Sales CloudService CloudAI AgentsCloud ApplicationsSpreadsheetsDatabases

Certifications & Qualifications

Tableau Certifications

Industry Keywords

SaaSCustomer ExperienceBusiness ValueExecutive-Level RelationshipsPerformance Metrics

Tech Stack

Tools & technologies

CloudTableau

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
Manage business and technical stakeholders and cultivate executive-level relationships
Conduct enablement sessions on opportunity and case management, forecasting, pipeline hygiene, knowledge creation, omni-channel routing, and Tableau capabilities
Share best practices for sales and service process optimization, data quality, customer experience, dashboard creation, performance, data exploration, and visualization design
Drive adoption of Sales Cloud, Service Cloud, and Tableau features
Track usage metrics including active users, workbook views, data source adoption, opportunity updates, forecast submissions, case resolution times, and CSAT
Act as a trusted advisor and develop strategic success plans
Conduct quarterly reviews of feature usage, platform stability, performance, and adoption
Identify underutilized entitlements and align platform features with customer priorities
Escalate complex data modeling, server configuration, automation, routing, integration, and technical questions
Use AI agents for meeting summaries, QBR data collection, health monitoring, customer data retrieval, and success-plan drafting
Monitor AI-driven customer sentiment and intent for early concerns
Proactively monitor customer health and provide tailored release recommendations
Serve as primary interface for major incidents
Collaborate with Sales, Engineering, and Product Management on customer success and revenue opportunities
Form clear client engagement plans and communicate proactively with collaborators

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 and ability to translate technical concepts into business terms
Legal authorization to work in the U.S. required
Company visa sponsorship is not available
3+ years of experience supporting customers using Tableau
Demonstrated understanding of how Tableau connects to Salesforce data
Working knowledge of Tableau Desktop, Tableau Cloud/Server, and Tableau Prep
Understanding of data visualization best practices and dashboard design
Familiarity with databases, spreadsheets, and cloud apps
Ability to demonstrate Tableau features and navigate workbooks and dashboards
Knowledge of analytics use cases including sales dashboards, operational reporting, and KPI tracking
Experience with Tableau governance basics, including permissions, projects, and data sources
Multiple Tableau certifications preferred
Experience supporting enterprise Tableau deployments preferred
Understanding of data architecture and semantic layers preferred
Knowledge of Tableau Next, Tableau Pulse, and AI-powered analytics preferred
Must work 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
AI agents to accelerate impact
Agentblazer training and certifications
Office-flexible work arrangement