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Salesforce Customer Success Manager Job Description 


The Customer Success Manager will be responsible for enhancing relationships with existing customers by discussing their current usage of the Salesforce products and recommending/selling future engagements.  The ideal candidate will understand the capabilities of various clouds (Sales, Service, Platform, Community at a minimum) while learning Financial Services Cloud and the non-profit offerings from Salesforce.  This position will report to the sales team leader at NexGen.

Responsibilities

  • Primary point of contact with existing customers
  • Assist customers through email, phone, online presentations, screen-share and potentially, in-person meetings
  • Develop a trusted advisor relationship with key accounts, customer stakeholders and executive sponsors 
  • Share with customers how to they can do more with Salesforce technology
  • Propose solutions and work with a pre-sales technical resource to develop a Statements of Work (SOW)
  • Forecast and track key account metrics
  • Participate in NexGen sales meetings and provide up to date pipeline forecast
  • Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations
  • Work with the consulting team to onboard new projects
  • Liaison between the customer and internal teams

Requirements

  • Proven Salesforce.com experience and knowledge
  • Demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization, including executive and C-level
  • Experience in delivering customer-focused solutions based on customer needs
  • Excellent listening, verbal, and written communication skills
  • Self-motivated and able to thrive in a results-driven environment
  • Natural relationship builder with integrity, reliability and maturity
  • Ability to prioritize among competing tasks
  • Critical thinking and problem-solving skills
  • Keen attention to detail and adherence to deadlines
Active Salesforce certifications are encouraged, but not required. Compensation for this position will be salary plus bonus.

 
 

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      Jean Hogan 
jhogan@nexgenconsultants.com
(513) 400-5656
  
       
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