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Success Specialist
Salesforce
Indianapolis, IN, United States
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Customer Success Group
Job Details
The Success Specialist plays a critical role within the Customer Success Group (CSG), serving as a strategic advisor and technical expert with hands-on salesforce product expertise to support the company’s largest, most complex premier customers. The Success Specialist primarily engages with premier customers through the delivery of Salesforce Accelerators which are targeted engagements designed to increase product awareness, drive industry best practices, and provide transformational recommendations that improve product adoption and overall business value.
This pivotal role brings strategic vision and tactical expertise to ensure every customer engagement is a success while also actively participating in the global Specialist Community where they collaborate with their peers to share best practices and customer success stories. The Success Specialist plays a critical role within the Customer Success Group (CSG) by partnering with Sales, Tech & Product, and CSG counterparts to help our customers obtain results faster.
RESPONSIBILITIES:
• Engage with Premier customers to accelerate specific business initiatives and improve overall product value and adoption
• Deliver cloud-specific Accelerators (Sales, Service, Marketing, Platform, etc.) to premier customers
• Accelerator delivery includes facilitating customer meetings, tailoring deliverables, and producing quantifiable business outcomes while delivering time-bound, scoped customer engagements
• Deliver non-Accelerator customer engagements: Onboarding, Business Reviews, CSRs, and Circles of Success
• Lead complex engagements and drive best practices with Premier customers
• Facilitate high impact, cloud-specific workshops targeted at all levels of an organization to accelerator a specific business initiative
• Promote operational innovation and excellence that support long-term business goals
• Identify and proactively manage risk areas, scope and customer expectations that could impact successful delivery
• Inspire Customer owners, both tactical and strategic decision-makers, to deploy our recommendations to achieve short-term success and long-term organizational goals
• Mitigate attrition, increase customer adoption and engagement, drive incremental growth, and improve overall business value
PREFERRED QUALIFICATIONS & SKILLS:
• BA/BS degree preferred
• Minimum 2 years relevant work experience
• Proven ability to manage time and prioritize activities while performing effectively under pressure
• Working knowledge of core business processes (Sales, Marketing, Service, Support)
• Understanding of project management methodologies, business analysis, change management, user adoption, release management, and governance
• Working knowledge of the overall salesforce platform suite and applications
• Proven success leading customer-facing presentations and engagements
• Ability to advise colleagues and participate in internal Account Team collaboration and planning sessions
• Able to handle objections, prioritize customer issues and collaborate with manager and colleagues to effectively drive resolution
• Salesforce Certifications: Administrator, Advanced Administrator, Sales Cloud, Service Cloud Consultant, & Platform App Builder
LEADERSHIP QUALITIES:
• COMPOSURE: Strong customer-facing communication and interpersonal skills with the ability to support complex engagements
• EXPERTISE: Working knowledge of industry best practices and implementation experience of the salesforce product suite
• CREDIBILITY: Able to interact with various levels of an organization both technical and non-technical to discuss comprehensive solutions
• WILLINGNESS: Able to analyze customer issues and craft a recommended plan of action
• LEARNER: Has a passion for continued education in new technologies and complex business and technical concepts
• IMPLEMENT: Able to apply CSG concepts and practices while collaborating with others to help drive customer success
• PASSION: Passionate about Customer Success and is a great listener
• URGENCY: Ability to move fast and drive business value and results
• OHANA: Embodies Aloha culture and a team player that everyone enjoys working with and has a generous heart
• TRUST: Ability to earn the trust of the customer and lives the company’s core values
Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way. The company was founded on three disruptive ideas: a new technology model in cloud computing, a pay-as-you-go business model, and a new integrated corporate philanthropy model. These founding principles have taken our company to great heights, including being named one of Forbes’s “World’s Most Innovative Company” five years in a row and one of Fortune’s “100 Best Companies to Work For” eight years in a row. We are the fastest growing of the top 10 enterprise software companies, and this level of growth equals incredible opportunities to grow a career at Salesforce. Together, with our whole Ohana (Hawaiian for "family") made up of our employees, customers, partners and communities, we are working to improve the state of the world.
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