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Job Category
Customer Success
Job Details
About Salesforce
We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too - driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good - you've come to the right place.
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Position Description
The Customer Success Area Lead supports the success of Salesforce customers by partnering with internal teams to ensure an exceptional customer experience. In this role, you will collaborate with key stakeholders to assist in driving customer adoption, retention, and success plan engagement. You will help prioritize customer needs, align internal resources, and communicate the value of Customer Success initiatives effectively. This role focuses on assisting and supporting the broader strategies and objectives of Customer Success while growing into leadership responsibilities.
Responsibilities
- Collaborate with Sales and Customer Success stakeholders to support retention efforts and mitigate customer attrition.
- Assist in coordinating account information, sales leader priorities, and success plan objectives within the designated portfolio.
- Monitor Customer Success Scores and other key metrics to help identify and recommend resources to address customer needs.
- Ensure alignment with Investment Program guidelines by assisting with tracking and communicating investment priorities.
- Leverage available data to highlight high-impact opportunities and share insights with internal teams.
- Promote and communicate the availability of CSG (Customer Success Group) resources to ensure consistent usage by sales leaders and account executives.
- Administratively support Account Success initiatives by providing data needed to successful execute.
- Support and prepare for business review meetings, contributing to the delivery of Account Success Quarterly Business Reviews.
- Collaborate with Renewals, Success Plan Sales, and other stakeholders to prepare and co-create relevant business reviews.
Preferred Qualifications and Skills
- 5+ years in Sales, Customer Success, or related fields, preferably within the SaaS landscape.
- Proven experience in a customer success, sales support, or related role, preferably within a SaaS environment.
- Strong communication and collaboration skills to work effectively with cross-functional teams.
- Analytical skills to interpret key metrics and prioritize tasks accordingly.
- Ability to manage multiple priorities and align with broader organizational goals.
- Proficiency in Salesforce products and tools is a plus.
Accommodations
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Posting Statement
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that's inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.