Description

Our nonprofit customers who wish to get the most value out of Salesforce with an enterprise experience and the fastest support, delivered by our most skilled authorities, purchase Salesforce Success Plans. The Customer Success Area Lead will work closely with our worldwide sales leaders, customer success investment teams, and other key collaborators to prevent attrition and drive solutions across our portfolio of organizations. This role plays a critical part in strategizing, prioritizing, and enhancing internal relationships; ensuring our customers receive the support they need to succeed with Salesforce by working internally with the right teams at the right time. This role will have responsibility to work with stakeholders globally across our entire nonprofit customer portfolio.

Responsibilities

• Collaborate with internal Sales and Customer Success key stakeholders to strategically prioritize customer retention and mitigate attrition.

• Drive alignment between account information, sales leaders, and investment goals of defined success plan portfolio.

• Consistently review Customer Success Scores and other meaningful metrics recommending appropriate options to support customer needs.

• Collaborate with Product Education to programmatically recommend and deploy success plan entitlements to improve customer adoption.

• Manage to our Investment Program guidelines and ensure sales leaders are aligned with investment priorities.

• Leverage data to ensure priorities are aligned with highest impact investments and communicate impact with stakeholders.

• Promote CSG resources through multi-channel communication, ensuring leaders and AE’s have the resources to take advanage of customer success programs.

• Coordinate and support global business review meetings with OU leads, improving the overall Account Success Quarterly Business Review experience.

• Co-create business reviews for Sales in collaboration Renewals, Success Plan Sales, and other key stakeholders

Preferred Qualifications and Skills

• 8+ years in Sales, Customer Success, or related fields, preferably within the SaaS landscape.

• Proficiency in Salesforce's product suite, with a keen understanding of its capabilities and best application practices.

• Proven track record to forge and cultivate relationships, serving as a trusted advisor that brings tangible business value to clients.

• Capable to navigate complicated discussions, handle objections, and drive alignment.

• Expertise working with Nonprofit organizations

• Experience working with a global customer base

• Experience in scaling programs and enabling internal stakeholders.

• An academic degree or equivalent experience, with preference for candidates showcasing aligned experiences that cater to the nuances of the role.

Note: This is an office-flexible role, and the expectation is to be in-office 3x/week.