Customer Success Manager (Tableau)

Quick Facts

• Role: Customer Success Manager (Tableau) — Individual Contributor

Description

You will be the single point of accountability for Signature Success Plan delivery, overall customer experience, and renewal/expansion. You will work with business and technical stakeholders to drive adoption of Tableau features, track usage metrics, mitigate technical and business risks, and provide enablement and strategic advisory. You will also use AI literacy to automate routine success-planning tasks and monitor early customer concerns.

Responsibilities

• Coordinate delivery of Signature entitlements across the Signature lifecycle and ensure correct processes to deliver value
• Align business value and technical goals with customer priorities, projects, and outcomes
• Drive renewals and expansion by increasing customer engagement and identifying barriers to success
• Conduct enablement sessions for opportunity/case management, forecasting, pipeline hygiene, knowledge creation, and omni-channel routing
• Drive adoption of Tableau features; track active users, workbook views, data source adoption, and dashboard usage
• Share best practices for dashboard creation, performance, data exploration, and visualization design
• Escalate complex data modeling or server configuration issues to technical resources; serve as a primary interface for major incidents
• Use AI agents, prompt engineering basics, and AI-driven sentiment/intent monitoring to flag early concerns for human intervention
• Maintain executive-level stakeholder relationships and run quarterly feature usage reviews with tailored release recommendations

Requirements

• Legal authorization to work in the U.S.; no visa sponsorship
• 3+ years of relevant experience in Customer Success, SaaS platform use, or related fields
• 3+ years supporting customers using Tableau, including understanding how Tableau connects to Salesforce data
• Working knowledge of Tableau Desktop, Tableau Cloud/Server, and Tableau Prep
• Understanding of data visualization best practices and dashboard design
• Familiarity with common data sources (databases, spreadsheets, cloud apps)
• Ability to demonstrate Tableau features and navigate workbooks and dashboards
• Knowledge of basic analytics use cases (sales dashboards, operational reporting, KPI tracking)
• Experience with Tableau governance basics (permissions, projects, data sources)

Benefits

• Medical, dental, vision, and mental health support
• Paid parental leave, life and disability insurance
• 401(k) and employee stock purchasing program
• Time off programs