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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 role of the Success Guide is crucial in helping customers to grow value and improve adoption of Salesforce. Success Guides provide proactive and reactive architecture, product, and industry expertise to enable customers to successfully adopt products. The Success Guide will engage with customers across all account segments, delivering 1:1 success guidance to Premier and Signature Success customers. With the support of AI and automation, Success Guides provide the right recommendation at the right time, enabling customer value realization at scale. They partner with key collaborators such as Success Managers, Account Executives, and Support to make our customers successful.
The ideal Success Guide is organized, agile, and passionate about Product Education. They have excellent presentation and communication skills in both a 1 on 1 and group setting. They have strong technical skills and are able to use their product knowledge to deliver value to both customers and internal teams.
Responsibilities
Provide prescriptive recommendations, best practices, and technical advice for improving adoption
Deliver 1:1 Expert Coaching Sessions and Ad-Hoc Success Engagements
Become an expert in Sales Cloud and related products
Help customers consistently achieve their business outcomes
Generate positive feedback from customers, internal teams and leadership
Show continued professional growth and development
Required Qualifications & Skills
3+ yrs relevant experience (Sales Cloud experience)
Undergraduate degree minimum
Trailhead Ranger and Salesforce Administrator Certified
Proven ability to quickly learn new technologies
Consultative and customer-focused approach and engagement style
Ability to navigate, escalate, and lead efforts on complex customer requests
Demonstrated ability to communicate, present and influence credibly and effectively with a variety of audiences (from developers to C-Suite)
Ability to prioritize, multi-task, collaborate with team members and perform effectively under pressure
Preferred Qualifications & Skills
Trailhead Ranger
Salesforce Advanced Administrator Certified, Platform App Builder Certified, and Sales Cloud are considered an Asset
Familiarity with the Salesforce platform
Salesforce admin experience