Senior Customer Success Manager – Tableau

Salesforce

Customer Success Manager responsible for quantifiable business impact across complex Salesforce customers. Seeking experienced professionals to enhance customer adoption and technical health.

Posted 7/1/2026full-timeAustin • Illinois, Minnesota, Texas • 🇺🇸 United StatesSenior💰 $150,100 - $227,000 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 Salesforce and Tableau integration. Capable of driving customer engagement and aligning business goals with technical solutions to maximize value and success.

Highest-signal resume keywords

Customer Success ManagementSalesforce ExpertiseTableau ProficiencyData-Driven Decision MakingExceptional Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Salesforce IntegrationTableau Governance ModelsAnalytics StrategyData BlendingCalculated FieldsLOD ExpressionsTableau Cloud AdministrationTableau Server DeploymentContent ManagementPermission Strategies

Soft Skills

Influencing SkillsRelationship BuildingPersistenceNavigating Complex DiscussionsCollaboration

Tools & Technologies

SalesforceTableauCRM AnalyticsEinstein AnalyticsEmbedded Analytics

Certifications & Qualifications

Tableau Desktop SpecialistTableau Data AnalystTableau Server

Industry Keywords

Customer SuccessSaaSStrategic ConsultingBusiness GoalsTechnical Health

Tech Stack

Tools & technologies

CloudTableau

About the role

Key responsibilities & impact

Driving quantifiable business impact across our most complex, often multi-org Signature customers.
Acts as a primary strategic partner who maintains a continual focus on the customer’s business goals to improve their adoption, technical health, and expertise to realize the maximum value out of their Salesforce investment.
Ensure the seamless delivery of all deliverables necessary to advance the customer’s core business goals.
Integrate multiple products or processes to create effective customer solutions.
Determine when and how to engage clients based on calculated ROI!
Own the Signature experience across complex, multi-org customers.
Organize information across multiple work streams and integrate customer priorities and timelines into comprehensive success plans.
Proactively take ownership of customer needs and connect all the dots.
Craft a clear engagement charter with specified goals and metrics to ensure alignment across internal and external teams.
Align the Account Success team and internal stakeholders around the customer’s business and technical goals.
Design multi-step digital workflows where agents handle repetitive data-intensive work, freeing the CSM for high-stakes relationship building.
Cultivate and maintain relationships with customer IT and business executive leadership.
Navigate the customer’s and Salesforce’s internal organizational dynamics to achieve results.
Combine expert Salesforce knowledge with deep business insight to deliver effective recommendations.
Amplify the voice of the customer with internal teams to ensure the organization remains laser-focused on customer success.
Develop a strong working knowledge of Salesforce’s major solutions and leverage industry insight to position customers for future success.
Mentor team members to help accelerate their personal development.

Requirements

What you’ll need

5-6 years of relevant industry expertise in Customer Success, SaaS platform use, or related strategic consulting fields.
Exceptional communication and presentation skills with a demonstrated ability to influence effectively at all levels, including executive and C-level.
Ability to handle objections, navigate complicated discussions, and drive alignment.
Must demonstrate persistence in the face of adversity and disappointment.
Ability to clarify the roles and responsibilities of collaborators and serve as the central resource, ensuring clear technical and business alignment.
Legal authorization to work in the U.S. is required. Company visa sponsorship is not available for this position at this time.
5-6 years experience supporting customers using Tableau.
Strong understanding of analytics strategy and data-driven decision making.
Knowledge of Tableau governance models (content management, permission strategies, data source certification).
Understanding of Tableau Cloud/Server administration and deployment options.
Familiarity with advanced features (parameters, calculated fields, LOD expressions, data blending).
Knowledge of Tableau + Salesforce integration (CRM Analytics, Einstein Analytics, embedded analytics).
Certifications: Desktop Specialist, Data Analyst, Server.

Benefits

Comp & perks

time off programs
medical
dental
vision
mental health support
paid parental leave
life and disability insurance
401(k)
employee stock purchasing program