Associate Success Guide

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Job Category

Customer Success

Job Details

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.

Associate Success Guide - JD

About the Role

The Associate Success Guide is responsible for driving adoption, delivering expert guidance, and managing a portfolio of customers from purchase through renewal and growth. This role bridges the gap between product expertise and customer outcomes engaging 1:1 with customers across all segments while also managing enterprise accounts on their data and platform modernization journey.

Your Impact

Customer Engagements: Deliver 1:1 coaching, handle Success Requests, and lead consultative interactions across all account segments.

Portfolio Management: Manage customer lifecycle from purchase to renewal — documenting business objectives, success criteria, and adoption roadmaps.

Operational Excellence: Proactively identify risks, and build mitigation plans in partnership with the account team.

Collaboration: Partner with Success Managers and Sales to ensure customers maximize platform value and generate positive business outcomes.

Learning: Stay current through enablement, ACT training, Trailhead, and ongoing product upskilling.

Responsibilities

Deliver 1:1 sessions and respond to Success Requests with clear, actionable guidance.

Assess customer investment reasons, articulate business objectives, and create comprehensive adoption roadmaps showing current state, target future state, and enablement plans.

Share best practices, product education, and technical insights across multiple clouds and product areas including data governance, integration, and data quality.

Build and cultivate executive-level relationships with IT and business sponsors to solidify partnership and demonstrate value.

Utilize platform data and analytics to assess customer utilization, diagnose low adoption, and develop consumption strategies.

Proactively identify risks and collaborate with account teams to build mitigation plans.

Support cross-functional Success and Sales teams through consultative customer interactions and knowledge transfer.

Ensure timely completion of all company-mandated and role-specific training.

Required Qualifications & Skills

BE/B.Tech/MCA/MSc (or equivalent) in Computer Science or related technical field — Engineering degree preferred; MBA or advanced degree a plus.

1–2 years of relevant software, consulting, or customer success experience.

Comfortable with Work Shifts

Strong consultative mindset with a customer-first approach.

Ability to communicate, present, and influence effectively across diverse audiences including C-level.

Proven aptitude for quickly learning new technologies in a fast-paced environment.

Skilled at prioritizing, multitasking, and delivering under pressure.

Excellent written and verbal communication skills.

Soft Skills

Skill

Description

Composure

Excellent customer-facing communication, capable of supporting complex engagements.

Expertise

Familiar with industry best practices; experienced with cloud platforms and data solutions.

Learner

Enthusiastic about continuous learning and understanding new technologies.

Passion

Dedicated to Customer Success; an attentive and empathetic listener.

Culture

Promotes an inclusive culture; a collaborative and supportive team player.

Trust

Builds customer trust and consistently upholds company values.

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

Accommodations

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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Posting Statement

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