Maintain a deep understanding of the company's products and underlying technology (salesforce.com platform) to effectively advise and educate customers on how to best leverage the features of the platform.
Develop and maintain strong relationships with the assigned customers, serving as the main point of contact for any questions, issues, or requests.
Continuously monitor customer usage and engagement to identify potential issues or opportunities for upselling and expansion of services.
Provide training and guidance to ensure a smooth and successful onboarding experience.
Address and resolve customer concerns or problems in a timely and effective manner, working closely with cross-functional teams when necessary.
Gather feedback from customers and relay it to relevant departments within the company to drive product enhancements.
Provide regular reports and updates on customer health, satisfaction, and progress towards their goals to internal stakeholders.

A minimum of 2 years of experience in a customer-facing role
Deep knowledge of Salesforce (Salesforce Certified Platform Administrator)
Basic administration (users, profiles, permission sets, audit tracking, etc.)
Custom objects/fields creation, configuration, and maintenance
UI configuration (list views, lightning pages, page/compact layouts, profile assignments, etc.)
Standard reports & dashboards (bonus for CRMA experience)
Validations and custom logic via Flows (bonus)
Exceptional Communication skills
Detail-Oriented Problem Solver.
Bachelor’s degree or equivalent work experience.

Customer Success Manager

Key skills