Customer Success Manager – Digital (Marketing & Commerce) Clouds
Salesforce, New York, NY, United States
Job Category
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.
Role Description The Customer Success Manager (CSM) is a versatile expert responsible for ensuring high-value customers who purchase the Signature Success Plan achieve a significant return on their investment with our platform. This role functions as an extension of the customer’s workforce and a trusted advisor, providing guidance and advice to customer organizations. The CSM is responsible for identifying and addressing both technical and business concerns, aligning them strategically with customer priorities, projects, and problems.
Responsibilities
Serve as the single point of customer accountability responsible for the delivery of all Signature deliverables, the overall customer experience, and renewal and expansion.
Coordinate all deliverables the customer is entitled to, overseeing the experience throughout the Signature lifecycle.
Apply the correct processes to address customer needs and ensure value is delivered through the Signature offer.
Successfully align with and manage both Business and Technical Stakeholders, focusing on aligning Business Value and Technical Goals to the Signature offer.
Prioritize the most urgent work activities, organize tasks to avoid missing key steps, and create basic plans to focus time, taking responsibility for assigned tasks.
Use internal resources to increase effectiveness and rely on managers or mentors for guidance on priority problems.
Develop and maintain strong relationships at key stakeholder levels, including cultivating executive-level relationships within customer IT and business leadership.
Act as a trusted advisor by gaining trust through mutual goals, understanding the customer’s business model, and applying proven solutions to their problems.
Solidify partnership commitments and drive innovation aligned with customers' business challenges.
Increase customer engagement with products and services and identify major political barriers to customer success.
Partner with more experienced team members to solve complex problems and develop strategic success plans when needed.
Serve as the primary interface for major incidents (e.g., checkout failures or email deliverability drops) to protect peak revenue.
Conduct quarterly reviews of feature usage to drive adoption of tools like Journey Builder or Commerce Promotions, ensuring platform stability and performance.
Identify underutilization of contracted entitlements (e.g., messaging volume or GMV tiers) and align platform features with customer priorities to increase throughput.
Use AI agents for routine tasks such as meeting summaries, QBR data collection, and initial health monitoring.
Apply natural‑language prompting to guide AI agents in retrieving accurate customer data and generating first drafts of success plans.
Monitor AI‑driven sentiment and intent analysis to flag early customer concerns for human intervention.
Seek out and complete Agentblazer training and certifications to stay current on autonomous agent capabilities.
Apply product knowledge to address technical concerns, ask effective diagnosis questions, and align platform features with customer priorities and roadmaps.
Proactively monitor and conduct quarterly reviews, identify trends, and provide tailored release recommendations to ensure stability, performance, and feature enhancement.
Forge strong multidisciplinary relationships with Sales, Engineering, and Product Management to lead and coordinate customer relationships for success and revenue opportunities.
Form a clear plan for client engagements, communicate clearly and proactively with collaborators, and keep the customer goal central to decision‑making.
Industry Experience We are looking for candidates who have experience supporting customers in one or more of the following industries: Non-Governmental Organizations (NGO) – support mission‑driven NGOs, nonprofits, and international development organizations in leveraging technology to maximize social impact and operational efficiency, requiring passion for social good and experience with grant‑funded programs.
Qualifications Minimum Requirements
Minimum 3‑4 years of industry expertise in Customer Success, SaaS platforms, and Marketing/Commerce operations.
Strong consulting ability to facilitate discussions, handle objections, and translate business goals into product experiences.
Possess industry‑relevant expertise and begin honing skills in a relevant functional area. Should understand the broad impact of the industry on the customer’s business.
Excellent communication skills to articulate technical issues to diverse audiences and translate technical concepts into business terms.
Actively seek out relevant learning activities, approach obstacles as growth opportunities, and seek experienced mentors to accelerate personal development.
Drive long‑term commercial success as a Sales Cloud trusted advisor, bridging front‑line selling and back‑office operations. Guide customers through the evolution of their Salesforce maturity, ensuring that platform features like Forecasting and Pipeline Inspection are leveraged to maximize win rates and organizational growth.
Additional (required)
3‑4 years experience supporting customers using Marketing Cloud.
Must have Marketing Cloud (Email Specialist, Engagement Foundations) certifications and/or Commerce Cloud training credentials.
Salesforce product certifications are a plus (AI Associate, Administrator, Advanced Administrator, Platform App Builder, Data 360 Specialist).
Preferred Qualifications
Marketing Cloud (Email Specialist, Engagement Foundations) certifications.
Data Cloud: Strong preference for hands‑on experience or certification in Salesforce Data Cloud.
Salesforce Platform Administrator certification.
Agentblazer Champion status or higher.
Ability to conduct quarterly reviews of feature usage to drive adoption of tools like Journey Builder or Marketing Promotions.
Identify underutilization of contracted entitlements (e.g., messaging volume) and align platform features with customer priorities to increase throughput.
Workplace Flexibility This role is office‑flexible, expecting to be in‑office a minimum of three (3) days per week. It is not a remote position.
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 can be found at https://www.salesforcebenefits.com.
Compensation The typical base salary range for this position is $123,100 – $186,300 annually. Certain locations may have different ranges. In California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC, the base pay range is $147,400 – $202,600 per year. The range represents base salary only and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.
Equal Opportunity Salesforce is an equal opportunity employer and maintains a policy of non‑discrimination with all employees and applicants for employment. Salesforce is an equal opportunity employer and maintains a policy of non‑discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
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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.
Role Description The Customer Success Manager (CSM) is a versatile expert responsible for ensuring high-value customers who purchase the Signature Success Plan achieve a significant return on their investment with our platform. This role functions as an extension of the customer’s workforce and a trusted advisor, providing guidance and advice to customer organizations. The CSM is responsible for identifying and addressing both technical and business concerns, aligning them strategically with customer priorities, projects, and problems.
Responsibilities
Serve as the single point of customer accountability responsible for the delivery of all Signature deliverables, the overall customer experience, and renewal and expansion.
Coordinate all deliverables the customer is entitled to, overseeing the experience throughout the Signature lifecycle.
Apply the correct processes to address customer needs and ensure value is delivered through the Signature offer.
Successfully align with and manage both Business and Technical Stakeholders, focusing on aligning Business Value and Technical Goals to the Signature offer.
Prioritize the most urgent work activities, organize tasks to avoid missing key steps, and create basic plans to focus time, taking responsibility for assigned tasks.
Use internal resources to increase effectiveness and rely on managers or mentors for guidance on priority problems.
Develop and maintain strong relationships at key stakeholder levels, including cultivating executive-level relationships within customer IT and business leadership.
Act as a trusted advisor by gaining trust through mutual goals, understanding the customer’s business model, and applying proven solutions to their problems.
Solidify partnership commitments and drive innovation aligned with customers' business challenges.
Increase customer engagement with products and services and identify major political barriers to customer success.
Partner with more experienced team members to solve complex problems and develop strategic success plans when needed.
Serve as the primary interface for major incidents (e.g., checkout failures or email deliverability drops) to protect peak revenue.
Conduct quarterly reviews of feature usage to drive adoption of tools like Journey Builder or Commerce Promotions, ensuring platform stability and performance.
Identify underutilization of contracted entitlements (e.g., messaging volume or GMV tiers) and align platform features with customer priorities to increase throughput.
Use AI agents for routine tasks such as meeting summaries, QBR data collection, and initial health monitoring.
Apply natural‑language prompting to guide AI agents in retrieving accurate customer data and generating first drafts of success plans.
Monitor AI‑driven sentiment and intent analysis to flag early customer concerns for human intervention.
Seek out and complete Agentblazer training and certifications to stay current on autonomous agent capabilities.
Apply product knowledge to address technical concerns, ask effective diagnosis questions, and align platform features with customer priorities and roadmaps.
Proactively monitor and conduct quarterly reviews, identify trends, and provide tailored release recommendations to ensure stability, performance, and feature enhancement.
Forge strong multidisciplinary relationships with Sales, Engineering, and Product Management to lead and coordinate customer relationships for success and revenue opportunities.
Form a clear plan for client engagements, communicate clearly and proactively with collaborators, and keep the customer goal central to decision‑making.
Industry Experience We are looking for candidates who have experience supporting customers in one or more of the following industries: Non-Governmental Organizations (NGO) – support mission‑driven NGOs, nonprofits, and international development organizations in leveraging technology to maximize social impact and operational efficiency, requiring passion for social good and experience with grant‑funded programs.
Qualifications Minimum Requirements
Minimum 3‑4 years of industry expertise in Customer Success, SaaS platforms, and Marketing/Commerce operations.
Strong consulting ability to facilitate discussions, handle objections, and translate business goals into product experiences.
Possess industry‑relevant expertise and begin honing skills in a relevant functional area. Should understand the broad impact of the industry on the customer’s business.
Excellent communication skills to articulate technical issues to diverse audiences and translate technical concepts into business terms.
Actively seek out relevant learning activities, approach obstacles as growth opportunities, and seek experienced mentors to accelerate personal development.
Drive long‑term commercial success as a Sales Cloud trusted advisor, bridging front‑line selling and back‑office operations. Guide customers through the evolution of their Salesforce maturity, ensuring that platform features like Forecasting and Pipeline Inspection are leveraged to maximize win rates and organizational growth.
Additional (required)
3‑4 years experience supporting customers using Marketing Cloud.
Must have Marketing Cloud (Email Specialist, Engagement Foundations) certifications and/or Commerce Cloud training credentials.
Salesforce product certifications are a plus (AI Associate, Administrator, Advanced Administrator, Platform App Builder, Data 360 Specialist).
Preferred Qualifications
Marketing Cloud (Email Specialist, Engagement Foundations) certifications.
Data Cloud: Strong preference for hands‑on experience or certification in Salesforce Data Cloud.
Salesforce Platform Administrator certification.
Agentblazer Champion status or higher.
Ability to conduct quarterly reviews of feature usage to drive adoption of tools like Journey Builder or Marketing Promotions.
Identify underutilization of contracted entitlements (e.g., messaging volume) and align platform features with customer priorities to increase throughput.
Workplace Flexibility This role is office‑flexible, expecting to be in‑office a minimum of three (3) days per week. It is not a remote position.
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 can be found at https://www.salesforcebenefits.com.
Compensation The typical base salary range for this position is $123,100 – $186,300 annually. Certain locations may have different ranges. In California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC, the base pay range is $147,400 – $202,600 per year. The range represents base salary only and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.
Equal Opportunity Salesforce is an equal opportunity employer and maintains a policy of non‑discrimination with all employees and applicants for employment. Salesforce is an equal opportunity employer and maintains a policy of non‑discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
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