Senior Success Guide - Analytics

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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.

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.

• 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 Data
  360, 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, Data
  360 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.

• Unified Data Strategy :
  Provide prescriptive recommendations on leveraging Data
  360 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 Data
  360.
• 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 Data
  360 and AI innovations.

• Deliver 1:1 Expert Coaching Sessions and respond to Success Requests across Tableau and Salesforce Analytics.
• Provide actionable best practices on Data
  360 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.

• 4+ years of relevant experience in customer success, data analytics, or technical consulting.
• Salesforce Core Proficiency:
  Proven experience working within Salesforce…