Customer Success Manager, Senior Manager - Tableau
AI summary of the role
Senior individual contributor Customer Success Manager driving business impact for Salesforce's most complex, multi-org Signature customers, with a focus on Tableau and Health & Life Sciences.
No longer in the current catalog. Last included 2026-09-09. Check the employer’s posting for availability.
What you’ll do
- Drive ROI-driven engagement and complex program management across multi-org Signature customers.
- Design agentic workflows and ROI segmentation between human and AI support.
- Cultivate executive stakeholder relationships and navigate organizational dynamics to achieve results.
- Lead risk management using escalation playbooks and incident management processes.
What you’ll bring
- 5-6 years experience in Customer Success, SaaS platform use, or strategic consulting.
- 5-6 years experience supporting customers using Tableau.
- Strong understanding of analytics strategy and data-driven decision making.
- Knowledge of Tableau governance models, Cloud/Server administration, and advanced features.
Technologies
Tableau · CRM Analytics · Einstein Analytics · Tableau Cloud · Tableau Server · Health Cloud · Life Sciences Cloud · AI governance · Agentforce
About Salesforce
Salesforce sells CRM, data, integration, analytics and collaboration software now unified around Agentforce AI agents for enterprise customer workflows.
Public · 5000+ people
Source and classification
Customer adoption & accounts · Evidence for this classification:
experienced individual contributor responsible for driving quantifiable business impact across our most complex, often multi-org Signature customers. This role 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. Ensuring the seamless delivery of all deliverables necessary to advance the customer’s core business goals. The Senior Manager is required to integrate multiple products or processes to create effective customer solutions. We are looking for candidates who have experience supporting customers in one or more of the following industries: Health & Life Sciences (HLS) – Collaborates with healthcare providers, payers, life sciences, pharmaceutical, and medical device companies to support digital health
More from the job description
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer Success Job Details About Salesforce Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all. Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce. The Customer Success Manager, Senior Manager is a highly strategic and experienced individual contributor responsible for driving quantifiable business impact across our most complex, often multi-org Signature customers. This role 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. Ensuring the seamless delivery of all deliverables necessary to advance the customer’s core business goals. The Senior [... source excerpt omitted ...] gly preferred). This is an Individual Contributor position. Your Impact Strategic Accountability and Account Leadership ROI-Driven Engagement: Determine when and how to engage clients based on calculated ROI, ensuring all activities translate directly into tangible value for the customer. Complex Program Management: Effectively own the Signature experience across complex, multi-org customers. This involves organizing information across multiple work streams and integrating customer priorities and timelines into comprehensive success plans. Resource Mobilization: Act as the central resource for the team and the customer, connecting all the dots. This includes proactively t [... source excerpt omitted ...] pecified goals and metrics to ensure alignment across internal and external teams. Business Value Integration: Align the Account Success team and internal stakeholders around the customer’s business and technical goals, ensuring value delivery through the Signature offer. Agentic Workflow Design: Design multi-step digital workflows where agents handle repetitive data-intensive work, freeing the CSM for high-stakes relationship building. ROI Segmentation (Human vs. AI): Determining which customer segments or tasks require high-touch human coverage vs. “always-on” AI support. Trusted Advisory and Executive Influence Advanced Stakeholder Management: Cultivate and maintain relat
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