S

Salesforce

Builds cloud software for customer relationships

Customer Success Manager - Tableau

Full-TimeUpdated on 10/23/2026
$123.1k - $202.6k/yr+ Bonus + Sales incentive compensation + Equity
Mid
Seattle, WA, USA+5 moreMore locations: Indianapolis, IN, USA | Austin, TX, USA | Dallas, TX, USA | Chicago, IL, USA | Atlanta, GA, USA
HybridOffice-flexible; expected to work in-office at least 3 days per week.
Customer Experience & SupportCustomer Success
No H1B Sponsorship

About the job

Requirements
  • Have at least 3 years of relevant industry expertise in Customer Success, SaaS platform use, or related fields; this experience is preferred in the minimum-requirements section.
  • Have 3+ years of experience supporting customers using Tableau and understand how Tableau connects to Salesforce data.
  • Have working knowledge of Tableau Desktop, Tableau Cloud or Server, and Tableau Prep.
  • Understand data visualization best practices and dashboard design.
  • Be familiar with common data sources, including databases, spreadsheets, and cloud applications.
  • Be able to demonstrate Tableau features and navigate workbooks and dashboards.
  • Know basic analytics use cases such as sales dashboards, operational reporting, and KPI tracking, and have experience with Tableau governance basics including permissions, projects, and data sources.
  • Have legal authorization to work in the United States; visa sponsorship is unavailable.
  • Have consulting skills and the demonstrated ability to drive business value, facilitate discussions, handle objections, and influence C-level conversations.
  • Possess industry-relevant expertise, be actively honing skills in a relevant functional area, and understand the broad impact of the industry on the customer's business.
  • Be able to articulate technical issues to diverse audiences and translate technical concepts into business terms.
  • Actively seek relevant learning activities and experienced mentors to support personal development.
Responsibilities
  • Serve as the single point of customer accountability for delivery of Signature deliverables, the overall customer experience, and renewal and expansion.
  • Coordinate all deliverables included in the customer's Signature plan and oversee the experience throughout the Signature lifecycle.
  • Apply appropriate processes to address customer needs and deliver value through the Signature offer.
  • Align and manage business and technical stakeholders, connecting business value and technical goals to the Signature offer.
  • Prioritize urgent work, organize tasks, avoid missing key steps, and create basic plans to focus time while taking responsibility for assigned tasks.
  • Use internal resources effectively and rely on managers or mentors for guidance on priority problems.
  • Conduct enablement sessions on opportunity and case management, forecasting, pipeline hygiene, knowledge creation, and omni-channel routing.
  • Share best practices for sales and service process optimization, data quality, and customer experience.
  • Drive adoption of Sales and Service Cloud features with representatives, agents, managers, supervisors, and operations teams.
  • Track usage metrics including opportunity updates, activity logging, forecast submissions, report usage, case resolution times, knowledge article usage, channel adoption, and customer satisfaction scores.
  • Develop strong relationships with key stakeholders, including executive-level customer IT and business leaders.
  • Act as a trusted advisor by understanding the customer's business model, aligning mutual goals, and applying proven solutions to customer problems.
  • Solidify partnership commitments and drive innovation aligned with customer business challenges.
  • Increase customer engagement with products and services and identify major political barriers to customer success.
  • Partner with experienced team members to solve complex problems and develop strategic success plans when needed.
  • Conduct quarterly reviews of feature usage to drive adoption of tools such as Journey Builder or Commerce Promotions and ensure platform stability and performance.
  • Identify underutilization of contracted entitlements, such as messaging volume or GMV tiers, and align platform features with customer priorities to increase throughput.
  • Drive adoption of Tableau features with business users and analysts and track active users, workbook views, and data source adoption.
  • Conduct enablement sessions and share best practices on dashboard creation and performance, data exploration, and visualization design.
  • Escalate complex data modeling or server configuration questions to technical resources.
  • Use AI agents to automate routine tasks such as meeting summaries, quarterly business review data collection, and initial health monitoring.
  • Use natural-language prompts to direct AI agents to retrieve accurate customer data and generate first drafts of success plans.
  • Use AI-driven sentiment and intent analysis to flag early customer concerns for human intervention.
  • Seek Agentblazer training and certifications to stay current on autonomous agent capabilities.
  • Apply product knowledge to address technical concerns, ask effective diagnostic questions, and align platform features with customer priorities and roadmaps.
  • Proactively monitor customer health, conduct quarterly reviews, identify trends, and provide tailored release recommendations to ensure stability, performance, and feature enhancement.
  • Serve as the primary interface for major incidents, such as checkout failures or email deliverability drops, to protect peak revenue.
  • Build multidisciplinary relationships with Sales, Engineering, and Product Management to coordinate customer relationships and support success and revenue opportunities.
  • Plan client engagements, communicate proactively with collaborators, and keep customer goals central to decisions.
  • Escalate complex automation, data model, routing, or integration questions to technical resources.
Desired Qualifications
  • Have multiple Tableau certifications, including Desktop and Server or Cloud.
  • Have experience supporting enterprise Tableau deployments.
  • Understand data architecture and semantic layers.
  • Know Tableau Next, Tableau Pulse, and AI-powered analytics.
  • Have direct experience with Health Cloud and/or Life Sciences Cloud for Health & Life Sciences customers.
  • Have direct experience with Media Cloud for Technology, Media, and Telecommunications customers.

About the company

Salesforce sells cloud software that helps businesses manage sales leads, customer service, marketing, and online commerce from shared customer records. Its flagship Sales Cloud tracks accounts and deals, while Service Cloud organizes support cases and Agentforce builds AI assistants that act on company data. Teams access these tools through a browser and connect outside apps and data sources, with Slack for work messages and Tableau for visual analysis. Salesforce earns most of its revenue from software subscriptions and support, with professional services for implementation and training. Marc Benioff co-founded Salesforce in 1999, and its headquarters are in San Francisco, California.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1999

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Simplify's Take

What believers are saying

  • AI brings paying demand: Salesforce reported nearly $3.9 billion in Agentforce and Data 360 recurring revenue pace in August 2026.
  • Giving back gets paid time: Salesforce employees receive seven paid volunteer days each year.
  • Subscriptions provide a durable base: Salesforce earned $10.8 billion from subscriptions and support in the July 2026 quarter.

What critics are saying

  • Office roles demand attendance: Salesforce's published guidelines require four to five days in person for office-based roles.
  • Expansion brought debt: Salesforce borrowed $6 billion in November 2025 to help finance the Informatica acquisition.
  • Reliability failed during Dreamforce: a September 2026 Salesforce outage disrupted affected Hyperforce environments for seven hours and 36 minutes.

What makes Salesforce unique

  • Partners extend its platform: Salesforce's AgentExchange combines third-party apps, AI agents and services with unified purchasing and billing.
  • Everyone publishes a plan: Salesforce employees write annual goals visible to colleagues through its internal V2MOM system.
  • Learning includes real practice: Salesforce's free Trailhead courses award badges after quizzes and hands-on exercises in practice accounts.

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Benefits

  • Health Insurance
  • Life Insurance
  • 401(k) Retirement Plan
  • Remote Work Options
  • Flexible Work Hours
  • Parental Leave
  • Wellness Program

Growth & Insights and Company News

6 month growth

2%

1 year growth

0%

2 year growth

2%
Yahoo Finance
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Salesforce launches Hunter AI sales agent, deepens Demandbase and Docusign ties

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InfoTechLead
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Salesforce to Acquire Braze for $5.66 Billion to Expand Marketing Cloud, Agentforce and AI Customer Engagement - InfotechLead

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Oct 20th, 2026
Salesforce launches Slack Frontline to bridge gap for frontline workers.

Salesforce launches Slack Frontline to bridge gap for frontline workers. Amidst a rapidly evolving business landscape, the gap between corporate teams and frontline workers has been a persistent challenge for organizations of all sizes. With frontline employees - often the face of your brand - comprising about 80% of the global workforce, many small businesses have struggled to integrate these essential members into modern communication systems. In a move aimed directly at addressing this discrepancy, Salesforce has unveiled Slack Frontline, a new platform designed specifically for workers who are constantly on the go - from retail associates to healthcare providers. Slack Frontline seeks to redefine how businesses operate by providing a mobile-first workspace that streamlines collaboration, enhances communication, and improves efficiency for teams who typically don't have a desk job. By leveraging data, AI, and role-specific tools within a single application, businesses can create an environment where frontline employees can thrive, ultimately leading to better service and customer experiences. Transforming Frontline Operations Discover more Business startup guide Small business ideas Buy a business For small business owners, Slack Frontline offers several key benefits. First and foremost, it allows businesses to equip their frontline teams with the information they need, right at their fingertips. Employees can access essential updates such as shift changes, task lists, and safety protocols through their mobile devices. This eliminates the need for paper checklists or back-and-forth text messages, enabling team members to focus on the task at hand. "This is a pivotal moment for frontline workers," said Jaime DeLanghe, CPO of Slack. "As companies pursue agentic transformation, frontline work matters more than ever. They're the people customers actually see, the ones keeping operations running and doing the work AI cannot replace." Small business owners can also take advantage of the seamless integration with existing Salesforce systems, which means that the data and agents they rely on for decision-making will extend to their frontline teams. The platform offers a secure environment governed by IT policies, allowing for smooth operations without compromising data integrity. Practical Applications Across Industries The real-world implications of Slack Frontline can be seen across various sectors, presenting versatile solutions for small businesses: * Retail: Store associates can immediately receive promotional materials and inventory updates in real-time, enhancing customer interactions and ensuring timely stock replenishment. * Healthcare: Home healthcare providers can maintain a continuum of care by accessing patient histories on-the-go, allowing for seamless transitions between caregivers. * Manufacturing/Warehousing: Frontline staff can quickly report machinery issues and initiate maintenance workflows, reducing downtime and enhancing productivity. * Field Services: Technicians working off-site can keep real-time communication with headquarters and subcontractors, mitigating issues that typically require return visits. * Travel and Hospitality: Employees from different shifts can collaborate efficiently over guest requests, ensuring that customer service remains consistent and responsive. Discover more Business funding resources Small business courses Office product deals Potential Challenges for Small Business Owners While the benefits are clear, there are potential challenges small business owners should consider before adopting Slack Frontline. Transitioning to a new platform may require training and adjustment periods for staff. Businesses may also need to reassess their digital security measures to protect sensitive information shared on the application. Moreover, not all employees may be receptive to new technology, especially those used to traditional methods. Engaging staff in the change process and providing adequate training can help enhance acceptance and utilization of the platform. Overall, the introduction of Slack Frontline represents an important step toward bridging the gap between corporate teams and frontline workers. By fostering better communication and collaboration, small businesses can enhance their operations and customer service - transforming how they interact with their clients and run their day-to-day operations. Image via Google Gemini

Salesforce
Oct 19th, 2026
Salesforce accelerates european AI leadership with $1 billion investment in Spain.

Salesforce accelerates european AI leadership with $1 billion investment in Spain. Madrid named EMEA South hub as Salesforce expands office presence, customer innovation, and AI workforce development across the region. MADRID - October 19, 2026 - Salesforce, the #1 AI CRM, today unveiled plans to invest $1 billion in Spain over the next five years, cementing the country's role as the growth engine for Salesforce's EMEA South operations. The strategic investment includes a new Madrid headquarters, which will host a dedicated AI Implementation Team designed to develop the region's AI skills ecosystem and support a growing footprint of enterprise customers and partners. The announcement was made during the official inauguration of Salesforce's new Madrid headquarters, attended by Miguel López-Valverde Argüeso, Minister of Digitalization of the Community of Madrid, together with Salesforce executives, customers and partners. Located in central Madrid on the iconic Paseo de la Castellana, the new five-floor office features dedicated spaces for customer collaboration and hands-on training in agentic AI technologies. The new AI Implementation Team within the site will serve two strategic purposes: it will bring together Forward Deployed Engineers who work directly with Spanish customers to design and deploy agentic use cases, and it will manage a regional center for recruiting and training top graduates. Through this talent initiative, graduates from several nationalities across EMEA South - a region spanning over 90 countries and three continents - will complete a year of intensive training in Spain. They will then deploy back to their home countries, expanding local AI implementation capacity across the region market by market. Salesforce is delighted to expand its presence in Spain with this landmark investment and look forward to working hand-in-hand with its customers and partners to deploy transformative AI technologies, cultivate world-class talent, and drive sustainable growth across the entire region. Miguel Milano, President & Chief Operating Officer, Salesforce "As a proud Spaniard educated in our public university system, I've always believed in the power of Spanish talent, our ability to attract international talent to cities like Madrid, our ease of doing business, our strong ecosystem, and the sophistication of our corporations and institutions," said Miguel Milano, President & Chief Operating Officer, Salesforce. "Salesforce is delighted to expand our presence in Spain with this landmark investment and look forward to working hand-in-hand with our customers and partners to deploy transformative AI technologies, cultivate world-class talent, and drive sustainable growth across the entire region." Miguel López-Valverde, Minister of Digitalization of the Community of Madrid, pointed out that the regional government is committed to advancing the automation of tasks using Artificial Intelligence with the aim of modernizing the regional administration, digitalizing citizen services, and strengthening regional competitiveness. "The regional Executive is accelerating the adoption of AI to be more efficient, anticipate needs, and offer closer, simpler, and more personalized services to customers and citizens. 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Since establishing its presence in Spain in 2003, Salesforce has built deep roots across the country, creating more than 600 direct jobs and supporting thousands more across its partner ecosystem. Today, hundreds of Spanish organisations - including global enterprises such as Repsol, CaixaBank, and Telefónica, educational institutions like Universidad Europea, and national brands like Mahou San Miguel - rely on Salesforce to accelerate innovation and drive business transformation. Through Agentforce, Salesforce's agentic AI platform, organizations are integrating autonomous agents with human teams - fueling company growth and setting new standards for customer engagement. In the public sector, Comunidad de Madrid, through Madrid Digital, has integrated Salesforce Agentforce into its User Support Center (CAU) for public employees. The result is streamlined incident resolution, optimized multichannel service delivery, and the automation of routine technical support tasks. 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More than 430 non-profit organizations in Spain operate using Salesforce technology. Salesforce is committed to bringing the benefits of artificial intelligence to all of society. Together with ESADE Executive Education, the company has co-financed the Digital Leadership Program for the Public Sector. Through this program, 33 senior executives from non-profit organizations across Spain have received advanced training in AI and data analytics. To help democratize access to future job opportunities, the CFTIC (Training Center for Information and Communication Technologies of the EducaMadrid network) now offers a free official Salesforce course for residents and workers of the Community of Madrid, helping them earn high-value professional certifications and improve their employability. About salesforce. Salesforce is the global leader in AI-powered CRM, helping companies connect with their customers in a whole new way through the power of agentic AI, trusted data, and the Customer 360 applications. For more information, visit salesforce.com/es. Get the latest Salesforce News & Insights, straight to your inbox.