Your browser does not support JavaScript

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.


  • 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


  • Proven 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.


Take your Business to the Next Level with NexGen Consultants!

Salesforce Administrator Salesforce Advanced Adminsitrator Salesforce Application Architect Salesforce Community Cloud Consultant
Salesforce Data Architecture and Management Designer Salesforce Nonprofit Cloud Consultant
Salesforce Pardot Consultant Salesforce Pardot Specialist Salesforce Platform App Builder Salesforce Platform Developer I Salesforce Sales Cloud Consultant Salesforce Service Cloud Consultant
Salesforce Sharing and Visibility Designer
NexGen Consultants       CONTACT INFO        FOLLOW US
      Jean Hogan
(513) 400-5656
    NexGen Facebook