Customer Success Area Lead, Salesforce

Financial Institutions (FINS)

$133.4-199.7k

Salary dependent on location. Salary applicable to candidates based in US and may vary by other locations + Employee stock purchasing program

Salesforce

Senior and Expert level

Chicago

New York

San Francisco Bay Area

Toronto

3 days a week in office

World's leading CRM provider

Be an early applicant

World's leading CRM provider

1001+ employees

B2BArtificial IntelligenceEnterpriseInternal toolsLead generationAnalyticsCloud ComputingSales

Be an early applicant

$133.4-199.7k

Salary dependent on location. Salary applicable to candidates based in US and may vary by other locations + Employee stock purchasing program

Salesforce

Senior and Expert level

Chicago

New York

San Francisco Bay Area

Toronto

3 days a week in office

1001+ employees

B2BArtificial IntelligenceEnterpriseInternal toolsLead generationAnalyticsCloud ComputingSales

Company mission

To empower companies to connect with their customers in a whole new way.

Job

Company

Role

Who you are

6+ 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 in at least one line of business (LoB) or specific industry sector, preferably FINS (financial)
An academic degree or equivalent experience, with preference for candidates showcasing aligned experiences that cater to the nuances of the role

What the job involves

For our FINS 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, they purchase our Success Plans
The Customer Success Area Lead will work closely with key sales leaders, CS investment teams, and other collaborators to prevent attrition and drive solutions for our designated customers/accounts
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
Collaborate with internal Sales and Customer Success key stakeholders to strategically prioritize customer retention and mitigate attrition
Orchestrate 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 understand and use the customer success support process
Coordinate and support 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

Our take

Salesforce is a global cloud computing company, best known for its on-demand, comprehensive customer relationship management (CRM) solutions. The company was launched to mitigate the doubts that business owners felt regarding third party companies holding their data.

By providing essential, customer-oriented CRM software, Salesforce places itself at the heart of digitised businesses. Furthermore, by building out its AI capabilities, the company removes the complexity of AI, enabling any business to deliver smarter, personalised and more predictive customer experiences.

Due to the continued innovation offered by the company, over 150,000 companies, both big and small, are growing their business with Salesforce today. Despite a tumultuous 2023 filled with activist investors, a boardroom shake-up and the unprecedented step-down of Co-CEO Bret Taylor, Salesforce continues to close several acquisition deals and managed to drive up its stock value by 96% from the end of 2022 to 2023.

Steph

Company Specialist at Welcome to the Jungle

Insights

Top investors

-8% employee growth in 12 months

Glassdoor (4.1)

Trustpilot (1.5)

Company

Funding (last 2 of 4 rounds)

Jun 2001

$46.9m

SERIES D

Nov 1999

$13.2m

SERIES C

Total funding: $64.5m

Company benefits

With 9 standard holidays and four floating holidays, you get a total 13 paid days off each year 🇺🇸

Company HQ

SoMa, San Francisco, CA

Leadership

Marc Benioff

(Chair & CEO)

Previously Senior Vice President at Oracle Corporation for 13 years.

Parker Harris

(CTO)

Previously worked as a Software Engineer for over six years. Harris also co-founded Left Coast Software.

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