Success Guide - Sales Cloud

Senior Success Guide – Drive customer adoption and outcomes across Salesforce Sales Cloud, Service Cloud, and Experience Cloud. Use deep product knowledge, solution engineering, and consultative engagement to provide insight, demos, training, and coaching to Premier and Signature Success customers.

• Engage with customers to gather, analyze, and translate business requirements into actionable Salesforce solutions across Sales, Service, and Experience Clouds
• Provide prescriptive recommendations, best practices, and technical advice for improving adoption and achieving business outcomes
• Deliver org health assessments by reviewing challenges, analyzing performance and customizations, using tools such as Salesforce Optimizer and other internal tools, and providing best practice recommendations with actionable insights
• Deliver advanced security assessments for customers, identifying risks across key domains (application security, authentication, access, data, and coding) and recommending best practices to strengthen security and compliance
• Collaborate with architects, developers, and stakeholders to design scalable, secure, and high‑performing solutions, while reviewing and contributing code when needed to troubleshoot and resolve complex platform challenges
• Lead interactive demos, proof‑of‑concepts, and collaborative solution‑building sessions to accelerate feature and cloud adoption
• Build and co‑develop solution components with customers to ensure faster return on value
• Deliver 1:1 Expert Coaching Sessions and Ad‑Hoc Success Engagements tailored to customer needs to accelerate adoption and drive success
• Provide product education, technical advice, and adoption guidance to ensure customers consistently achieve their business outcomes
• Act as a Subject Matter Expert (SME) for your aligned cloud(s), supporting internal enablement and mentoring other Success Guides
• Partner with Guide Leadership to design and deliver training programs that build team skills and maturity
• Generate positive feedback from customers, internal teams, and leadership by driving measurable outcomes and customer satisfaction
• Show continued professional growth through certifications, Trailhead learning, and staying current with Salesforce innovations
• Navigate, escape, and lead efforts on complex customer requests

• Minimum 3-5 years of experience in the Salesforce ecosystem with functional and/or technical expertise in Sales Cloud, Service Cloud, Platform, or Experience Cloud
• Salesforce Certified Administrator is required
• Preferred certifications include Advanced Administrator, Platform App Builder, Platform Developer II, Sales Cloud Consultant, Service Cloud Consultant, Experience Cloud Consultant, JavaScript Developer, and/or System Architect
• Experience in developing custom solutions in Salesforce Lightning using LWC and Apex; proficient in front‑end technologies like HTML, JavaScript, and CSS
• Familiar with data integration tools and experienced in integrating Salesforce with various business systems, with strong knowledge of SQL, SOQL, Java, JavaScript, SLDS, and custom CSS
• Familiarity with platform authentication patterns (SAML, SSO, OAuth) and platform security capabilities (TLS, SSL)
• Experience in building scalable solutions using Visualforce, Apex, Web Services, and APIs
• Expertise in Salesforce Flows, Process Builder, and advanced declarative automation tools
• Experience handling large data volumes, data migration (Data Loader, ETL tools), and performance optimization in Salesforce
• Proven ability to quickly learn new technologies
• Consultative and customer‑focused approach and engagement style
• Ability to collaborate with architects, developers, admins, and business stakeholders, translating requirements into scalable solutions
• Strong communication and presentation skills with an analytical mindset to understand requirements and design effective solutions that meet business needs in both 1:1 and group settings
• Demonstrated ability to communicate, present, and influence credibly and effectively
• Ability to prioritize, multi‑task, and perform effectively under pressure

• Hands‑on…