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Customer Success Manager – Tableau Experience Mandatory
Salesforce. Act as the primary customer contact and advocate, using industry, product, and technical knowledge to help customers achieve business objectives through Tableau .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in Customer Success and Tableau, leveraging strong consulting skills to drive business value and facilitate executive-level discussions. Proficient in utilizing AI tools within Salesforce to enhance customer engagement and optimize account management strategies.
Highest-signal resume keywords
Tableau ExpertiseCustomer Success ManagementSalesforce Einstein ProficiencyAI-Driven Account ManagementConsulting 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
TableauSalesforceAI FeaturesGenerative AICustomer Success PlatformsPerformance OptimizationTechnical ConsultingBusiness StrategyData AnalysisAccount Insights Interpretation
Soft Skills
Excellent CommunicationRelationship BuildingInfluencing SkillsFacilitation SkillsJudgment
Tools & Technologies
Salesforce EinsteinAgentforceGainsightTotangoCatalyst
Industry Keywords
Customer SuccessSaaSTechnology ConsultingSolutions ArchitectureEnterprise Architecture
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Act as the primary customer contact and advocate, using industry, product, and technical knowledge to help customers achieve business objectives through Tableau
- Develop and nurture relationships with key stakeholders across market segments, customer sizes, and solution complexities
- Assess customer goals and capabilities and recommend Tableau ecosystem health, performance optimization, and business and technology strategies
- Cultivate executive-level relationships within customer IT and business leadership
- Develop adoption plans, roadmaps, training, and enablement resources
- Apply Tableau product knowledge to resolve technical concerns and align platform features with customer priorities
- Conduct quarterly reviews and provide release recommendations for stability, performance, and feature enhancement
- Collaborate with Sales, Engineering, Product Management, and Technical Support to lead customer relationships and revenue opportunities
- Oversee the customer experience from onboarding through Signature contract renewal and expansion
- Use Salesforce Einstein and AI-powered health scoring to monitor customer sentiment, adoption, and engagement
- Use Agentforce and generative AI to create executive business reviews, success plans, renewal narratives, and strategic communications
- Use AI-generated insights to identify expansion opportunities, adoption gaps, and churn risks
- Automate meeting preparation, call summaries, and follow-up documentation with AI
Requirements
What you’ll need- 8+ years of relevant industry expertise in Customer Success, SaaS platform use or project leadership, Technology Consulting, and/or Solutions Architecture
- Demonstrated expertise in Tableau or a specific line of business (LoB)
- Strong consulting skills and validated ability to drive business value, facilitate discussions, handle objections, and influence C-level conversations
- Familiarity with Salesforce product and platform features, governance principles, methodologies, and enterprise architecture
- Excellent communication skills to articulate technical issues to diverse audiences
- Demonstrated AI First approach to account management
- Experience using AI features within Salesforce, including Einstein and Agentforce
- Experience using customer success platforms such as Gainsight, Totango, or Catalyst
- Ability to interpret AI-generated health signals and account insights with sound judgment
- Proficiency using generative AI to draft, personalize, and refine customer-facing communications
- Ability to work in EST time zone from 6:30 PM to 3:30 AM IST
Benefits
Comp & perks- Inclusive benefits
- Employee resource groups
- AI agents to accelerate impact
- Reasonable accommodations during the application or recruiting process
- AI tools and resources supporting balance and performance