Senior Success Guide - Analytics

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About Salesforce

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Role Description

• The Senior Success Guide plays a pivotal role in helping customers realize value and accelerate adoption across the Salesforce Analytics and AI ecosystem. While maintaining deep expertise in Tableau, this role focuses on the convergence of Data360, CRM Analytics (CRMA), and Salesforce Core to deliver the next generation of intelligent insights (Tableau Next).

• This role delivers targeted, high-impact engagements for Premier and Signature customers. Senior Success Guides blend business acumen with technical depth to coach customers on best practices across Tableau Cloud, Data360 integration, and AI-driven analytics. With the support of AI and automation, they provide timely, relevant recommendations that drive scalable customer outcomes in a data-first world.

Your Impact

• Unified Data Strategy: Provide prescriptive recommendations on leveraging Data360 to power Tableau and CRMA, accelerating business outcomes through a unified data profile.

• Customer-Facing Engagements: Deliver 1:1 Expert Coaching Sessions and ad-hoc Success Requests focused on cross-cloud analytics integration.

• Product Expertise: Serve as a subject matter expert in the full analytics stack: Tableau (Cloud, Desktop, Core), CRM Analytics (CRMA), and Data360.

• AI & Innovation: Act as a champion for Tableau Next and Salesforce AI innovations, helping customers mature their predictive and generative analytics strategies.

• Trusted Advisor: Serve as a go-to expert for customers navigating the transition from traditional BI to AI-powered insights within the Salesforce platform.

• Operational Excellence: Administer work in alignment with Global Guide Standard Operating Procedures (SOPs).

• Continued Learning: Participate in enablement sessions, ACT training, and Trailhead learning to stay current on Data360 and AI innovations.

Responsibilities

• Deliver 1:1 Expert Coaching Sessions and respond to Success Requests across Tableau and Salesforce Analytics.

• Provide actionable best practices on Data360 ingestion, modeling, and harmonizing data for downstream analytics.

• Guide customers on CRMA dashboarding, SAQL, and embedding actionable insights directly into Salesforce Core workflows.

• Support Tableau Next initiatives, including the integration of Einstein Discovery and AI-driven data storytelling.

• Technical guidance across complex capabilities: Data modeling, LODs, Calculated Fields, Data Prep, and performance optimization in integrated environments.

• Drive proactive engagements across Premier and Signature accounts to ensure value realization.

• Contribute to team learning; act as a mentor to peers specifically in cross-cloud data strategies.

Required Qualifications & Skills

• 4 years of relevant experience in customer success, data analytics, or technical consulting.

• Salesforce Core Proficiency: Proven experience working within Salesforce Core environments and understanding the CRM data model.

• Advanced Analytics Experience: Demonstrated expertise in CRM Analytics (CRMA) and Tableau.

• Data360 Familiarity: Experience or strong foundational knowledge of Data360 (Data Cloud), including data streams, mapping, and identity resolution.

• Certifications:

  • Required: Tableau OR Salesforce CRM Analytics (CRMA) Consultant or Data360

  • Preferred: Salesforce Advanced Administrator, AI Specialist

• Strong consultative style with the ability to influence technical and business stakeholders.

• Proven ability to learn emerging AI/Data technologies quickly and thrive in a fast-paced environment.

Preferred Qualifications & Skills

• Experience embedding Tableau or CRMA components within Salesforce Lightning pages.

• Knowledge of Einstein Discovery, Predictive Modeling, or Generative AI applications in analytics.

• Bilingual or multilingual fluency.

• Experience supporting enterprise-scale data environments (Snowflake, BigQuery, etc.) in conjunction with Salesforce.

• Trailhead Ranger status with a focus on Data360 and AI trails.

Unleash Your Potential

When you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance andbe your best, and our AI agents accelerate your impact so you cando your best. Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future - but to redefine what's possible - for yourself, for AI, and the world.

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