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Salesforce.com, Inc Success Associate - Financial Services Industry in Albany, New York

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Customer Success Group

Job Details

The ideal Success Associate is a champion of Salesforce products and features and has the ability to prioritize, multitask, and engage dynamically with a set of customers


  • Develop an understanding of typical business challenges faced by customers and map Salesforce features and associated business benefits to address their needs

  • Ensure that customers derive maximum value from their investment in Salesforce

  • Evaluates current adoption maturity level and blockers to adoption, and provide adoption best practices and a prescriptive approach to increase adoption.

  • Partner with sales and the extended account team to support customers growth and to help them achieve their objectives

  • Monitor customer usage data, health indicators, renewal dates and growth opportunities and translate into a path for success

  • Proactively communicates technical product changes, degradations, outages, end of life and new updates

  • Escalate and drive mitigation plans among cross-functional teams to de-risk accounts

  • Build and nurture relationships across accounts to solidify our partnership and commitment to the customer

  • Will often support a global customer by partnering with Success Tier 1/Tier 2

  • When appropriate, recommend additional Salesforce Cloud Services needed to drive success

Preferred Qualifications & Skills:

  • 3-5 years relevant industry expertise

  • Champion of Salesforce product and platform features, capabilities, and best use

  • Ability to prioritize, multitask, and engage dynamically with customers

  • Strong knowledge of business processes (Sales, Marketing, Service, Support), business applications and automation

  • Collaborative, persistent and self directed

  • Strong communication and interpersonal skills, with the ability to navigate conflict and foster honest dialog

  • Ability to quickly grasp and distinctly explain technological and business concepts

  • Comfortable adapting to new opportunities and change

  • Creative problem-solver

Leadership Qualities:

  • PASSION: Passionate about Customer Success

  • BEGINNERS MIND: Always learning, approaches each interaction with open mind, great listener and hands-on

  • URGENCY: Ability to move fast and drive business value and results

  • TRUST: Trust the company’s core values

  • ADAPTABLE: Excels in high levels of uncertainty and change



Colorado-based roles: Minimum annual salary of $55,700. You may also be offered a bonus, restricted stock units, and benefits. More details about our company benefits can be found at the following link: https://www.getsalesforcebenefits.com/


If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form. (http://cloud.mail.salesforce.com/accommodations-request-form)

Posting Statement

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Founded in 1999, Salesforce is the global leader in Customer Relationship Management (CRM). Companies of every size and industry are using Salesforce to transform their businesses, across sales, service, marketing, commerce, and more by connecting with customers in a whole new way. We harness technologies that can revolutionize companies, careers, and, hopefully, our world.

Salesforce is built on a set of four core values: Trust, Customer Success, Innovation, and Equality. By making technology more accessible, we're helping create a future with greater opportunity and equality for all. This has taken our company to great heights, including being ranked by Fortune as one of the “Most Admired Companies in the World” and one of the “100 Best Companies to Work For” eleven years in a row, and named “Innovator of the Decade” and one of the “World’s Most Innovative Companies” eight years in a row by Forbes.

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