Description
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.
Role Description
The Senior Success Guide plays a pivotal role in helping customers realize value and accelerate adoption across the Salesforce Analytics and AI ecosystem. While maintaining deep expertise in Tableau, this role focuses on the convergence of Data360, CRM Analytics (CRMA), and Salesforce Core to deliver the next generation of intelligent insights (Tableau Next).
This role delivers targeted, high-impact engagements for Premier and Signature customers. Senior Success Guides blend business acumen with technical depth to coach customers on best practices across Tableau Cloud, Data360 integration, and AI-driven analytics. With the support of AI and automation, they provide timely, relevant recommendations that drive scalable customer outcomes in a data-first world.
Your Impact
Unified Data Strategy: Provide prescriptive recommendations on leveraging Data360 to power Tableau and CRMA, accelerating business outcomes through a unified data profile.
Customer-Facing Engagements: Deliver 1:1 Expert Coaching Sessions and ad-hoc Success Requests focused on cross-cloud analytics integration.
Product Expertise: Serve as a subject matter expert in the full analytics stack: Tableau (Cloud, Desktop, Core), CRM Analytics (CRMA), and Data360.
AI & Innovation: Act as a champion for Tableau Next and Salesforce AI innovations, helping customers mature their predictive and generative analytics strategies.
Trusted Advisor: Serve as a go-to expert for customers navigating the transition from traditional BI to AI-powered insights within the Salesforce platform.
Operational Excellence: Administer work in alignment with Global Guide Standard Operating Procedures (SOPs).
Continued Learning: Participate in enablement sessions, ACT training, and Trailhead learning to stay current on Data360 and AI innovations.
Responsibilities
Deliver 1:1 Expert Coaching Sessions and respond to Success Requests across Tableau and Salesforce Analytics.
Provide actionable best practices on Data360 ingestion, modeling, and harmonizing data for downstream analytics.
Guide customers on CRMA dashboarding, SAQL, and embedding actionable insights directly into Salesforce Core workflows.
Support Tableau Next initiatives, including the integration of Einstein Discovery and AI-driven data storytelling.
Technical guidance across complex capabilities: Data modeling, LODs, Calculated Fields, Data Prep, and performance optimization in integrated environments.
Drive proactive engagements across Premier and Signature accounts to ensure value realization.
Contribute to team learning; act as a mentor to peers specifically in cross-cloud data strategies.
Required Qualifications & Skills
4+ years of relevant experience in customer success, data analytics, or technical consulting.
Salesforce Core Proficiency: Proven experience working within Salesforce Core environments and understanding the CRM data model.
Advanced Analytics Experience: Demonstrated expertise in CRM Analytics (CRMA) and Tableau.
Data360 Familiarity: Experience or strong foundational knowledge of Data360 (Data Cloud), including data streams, mapping, and identity resolution.
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Certifications:
Required: Tableau OR Salesforce CRM Analytics (CRMA) Consultant or Data360
Preferred: Salesforce Advanced Administrator, AI Specialist
Strong consultative style with the ability to influence technical and business stakeholders.
Proven ability to learn emerging AI/Data technologies quickly and thrive in a fast-paced environment.
Preferred Qualifications & Skills
Experience embedding Tableau or CRMA components within Salesforce Lightning pages.
Knowledge of Einstein Discovery, Predictive Modeling, or Generative AI applications in analytics.
Bilingual or multilingual fluency.
Experience supporting enterprise-scale data environments (Snowflake, BigQuery, etc.) in conjunction with Salesforce.
Trailhead Ranger status with a focus on Data360 and AI trails.
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.
In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: salesforcebenefits.com.