Customer Success Manager, Senior Manager - Core Clouds (Sales & Service)

What you'll do

• Manage customer success plans, engagement goals, workstreams, and resources across complex accounts.
• Advise customer executives, influence internal and external stakeholders, and advocate for customer needs.
• Identify account risks and guide AI workflow design, governance, and human-versus-AI support decisions.

What they ask for

• 5–6 years of relevant experience in Customer Success, SaaS platform use, or related strategic consulting fields.
• 5–6 years supporting customers using Sales Cloud and Service Cloud.
• Exceptional communication and presentation skills, including the ability to influence executives and C-level stakeholders.
• Certifications: Sales Cloud Consultant, Service Cloud Consultant, Advanced Administrator.

Nice to have

• Financial Services industry experience; direct Financial Services Cloud experience preferred.
• Additional Salesforce product certifications and experience with Einstein for Sales and Service.

Pay

$150,100 - $227,000 annually (base salary); $180,200 - $247,900 per year (base salary, California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC)

Tools

Sales Cloud, Service Cloud, Einstein AI, Trust Layer, Agentforce SDR, Service Agent, Financial Services Cloud, Field Service Lightning

AI focus

Design agentic workflows, determine which tasks need human coverage versus AI support, guide AI governance and safety practices, and use AI tools for account pattern recognition and root-cause reports.