Success Guide - Sales Cloud

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Customer Success

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You're in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

The role of the Success Guide is crucial in helping customers to grow value and improve adoption of Salesforce. Success 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 y 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 Product Education. 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.

• 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

• 3+ yrs relevant experience (Sales Cloud experience)
• Degree or equivalent relevant experience required. Experience will be evaluated based on the Values & Behaviors for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
• Trailhead Ranger and Salesforce Administrator Certified
• Proven ability to quickly learn new technologies
• Consultative and customer-focused approach and engagement style
• Ability to navigate, elevate, 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

• 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
• Fluent in French, German, Italian, Spanish, or Portuguese

In addition to having the Salesforce Administrator Certification, Success Guides will be expected to obtain Salesforce Advanced Administrator, Platform App Builder and Sales Cloud Consultant Certification within the first 90 days of hire.

Expectation for candidate to enable and deliver on advanced topics such as Territory Planning, Maps and Platform related topics.

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

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