Senior Success Guide - Analytics

Salesforce • Indianapolis, IN

1d

About The Position

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.

Requirements

• 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
• 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.

Nice To Haves

• Preferred: Salesforce Advanced Administrator, AI Specialist
• 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.

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.

Benefits

• Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program.
• More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed