Success Guide

ss Guides provide proactive and reactive architecture, product, and industry expertise to enable customers to successfully adopt products. The Success Guide will engage with customers across all account segments, delivering 1:1 success guidance to Premier and Signature Success customers. With the support of AI and automation, Success Guides provide the right recommendation at the right time, enabling customer value realization at scale. They partner with key collaborators such as Success Managers, Account Executives, and Support to make our customers successful.

The ideal Success Guide is organized, agile, and passionate about Customer Success. They have excellent presentation and communication skills in both a 1 on 1 and group setting. They have strong technical skills and are able to use their product knowledge to deliver value to both customers and internal teams.

Responsibilities

• Provide prescriptive recommendations, best practices, and technical advice for improving adoption

• Deliver 1:1 Expert Coaching Sessions and Ad-Hoc Success Engagements

• Become an expert in Sales Cloud and related products

• Help customers consistently achieve their business outcomes

• Generate positive feedback from customers, internal teams and leadership

• Show continued professional growth and development

Required Qualifications & Skills

• 3+ yrs relevant experience

• Undergraduate degree minimum

• Trailhead Ranger and Salesforce Administrator Certified

• Proven ability to quickly learn new technologies

• Consultative and customer-focused approach and engagement style

• Ability to navigate, escalate, and lead efforts on complex customer requests

• Demonstrated ability to communicate, present and influence credibly and effectively with a variety of audiences (from developers to C-Suite)

• Ability to prioritize, multi-task, collaborate with team members and perform effectively under pressure

Preferred Qualifications & Skills

• Trailhead Ranger

• Salesforce Advanced Administrator Certified, Platform App Builder Certified, and Sales Cloud are considered an Asset

• Familiarity with the Salesforce platform

• Salesforce admin experience

In addition to having the Salesforce Administrator Certification, Success Guides will be expected to obtain Cloud-specific certifications within the first 90 days of hire.

Accommodations

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