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Sweep

Automates Salesforce workflows, reports, and collaboration

Customer Success Manager

Customer SuccessConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • At least 5 years of experience in Customer Success, Strategic Account Management, or Salesforce consulting for enterprise software-as-a-service solutions or systems integrators.
  • Extensive Salesforce knowledge, including the data model, automation, and advanced configuration.
  • Proven ability to manage multi-stakeholder relationships across business and technical teams.
  • Experience with complex integrations, security reviews, and compliance processes.
  • Exceptional communication and executive presentation skills.
  • Ability to translate business goals into technical execution with a consultative mindset.

Responsibilities

  • Build trusted partnerships with executive sponsors and revenue operations leaders across key accounts.
  • Lead enterprise onboarding, technical configuration, and strategic enablement plans.
  • Understand each customer's Salesforce infrastructure, data flow, and go-to-market strategy.
  • Serve as the technical liaison between customer teams and Sweep's Product, Engineering, and Support teams.
  • Monitor account health, usage trends, and adoption metrics to drive retention and expansion.
  • Run quarterly business reviews, identify growth opportunities, and advocate for customer needs internally.
  • Manage and drive annual customer contract renewals while maintaining long-term customer relationships and retention.
  • Develop scalable best practices and playbooks for enterprise success and expansion.

Desired Qualifications

  • Salesforce Administrator certification.

About the Company

Sweep

Automates Salesforce workflows, reports, and collaboration

Sweep offers a set of Salesforce-focused tools that help businesses optimize revenue and streamline operations. It provides a visual workspace and a suite of pipeline solutions to automate tasks, route leads, send notifications, and generate real-time reports and dashboards. The product works inside Salesforce to manage and customize configurations, turning Salesforce into an agile platform that scales with a business. It reduces manual troubleshooting by automating to-do lists and workflows, freeing teams to focus on higher-impact work. Sweep differentiates itself by combining automation, collaboration, and real-time insights within Salesforce, and by handling the complexity of Salesforce architecture so users can edit configurations confidently. The goal is to help Salesforce users increase efficiency and accelerate revenue growth through smarter processes and data-driven decision making.

Company size
51-200
Company stage
Series B
Total funding
$58.5M
Headquarters
New York City, New York
Founded
2021

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