Technical Account Manager Enterprise Business Unit / Financial Services

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Job Category
Customer Success Group
Job Details
Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way. We are the fastest growing of the top 10 enterprise software companies, the World's Most Innovative Company according to Forbes, and one of Fortune's 100 Best Companies to Work six years running. The growth, innovation, and Aloha spirit of Salesforce are driven by our incredible employees who flourish with delivering success for our customers while also finding time to give back through our 1/1/1 model, which leverages 1% of our time, equity, and product to improve communities around the world. Salesforce is a team sport, and we play to win. Join us!

The Customer Success team is looking for a driven and detail oriented Technical Account Manager. You will have responsibility for a small number of assigned accounts, maintaining a single-minded focus to ensure clients are extracting the most value out of their Salesforce investment. The TAM will have a track record in translating complex technical issues into tangible solutions. Collaboration with our most strategic customers is a main responsibility, demonstrating comprehensive knowledge of the Salesforce platform. You will forge relationships with your customers, developing a deep technical understanding of their Salesforce implementation, share technical standard methodologies and act as point of contact for any major incidents, leading the customer's expectations and communications through resolution of such incidents.

The ideal TAM is a standout colleague, enjoys working hard, exhibits professionalism, is dedicated to meeting and exceeding expectations, forming relationships, has excellent collaboration skills, is able to learn new technologies quickly and uses their time efficiently. The TAM will likely be required to travel to customer sites and may need to be available for some after-hour or weekend coverage depending on the customer's needs.
Responsibilities
Develop relationships with key business and IT partners and become an authority on a customer's implementation by understanding their top business goals and priorities.
Help customers achieve their business goals and outcomes by providing timely, proactive recommendations that will benefit customers' ongoing usage of Salesforce.
Attain Trusted Advisor status with both key business and technical decision makers.
Identify key industry business process areas for opportunity to use the Salesforce platform.
Advocate for innovation and early adoption of platform capabilities with our 3 release yearly schedule through customized release reviews.
Uncover projects that are fit for our Configuration Services, gather key requirements and act as liaison between the customer and the Configuration Services team.
Lead Technical Health Reviews and provide relevant technical recommendations on solutions and enhancements specifics to customers' business needs.
In support of the Customer Success Strategy and Success Manager, monitor and identify trends in Salesforce adoption and utilization, Success Plan adoption and utilization, providing guidance as part of Quarterly Success reviews.
Proactive liaison and focal point into Salesforce Technology and Product teams and Technical Support Team, to address product feature/technical hurdles.
Forewarn customers of technology changes or potential disruptions to their service and advise on mitigation strategies.
Play a key role in Product and Technical Red Account management and resolution.
Provide proactive Communications in the event of a service degradation or disruption.
Participate in issues and act as an advocate for customers during the triage and resolution of high severity cases, driving business reliability and customer satisfaction
Provide timely account or issue executive level summary status reports both internally and to the customer.
Identify and collaborate with internal teams to ameliorate renewal risks for both license and success plans subscriptions.
Demo existing unused salesforce capabilities/functionality.
Drive follow-up of technical Accelerator recommendations.
Recommend AppExchange Partners/ISVs/SIs based on requirements.
Recommend appropriate Success Cloud offerings ( e.g. Salesforce Services, Accelerators, etc...).
Contribute and collaborate internally to the Salesforce team, share knowledge and standard methodologies with team members, contribute to internal projects and initiatives and serve as Domain Expert (SME) for specific technical or process areas.
Up to 20% Travel required
Minimum Qualifications
BA/BS Degree (or equivalent)
Minimum of 8 years relevant work experience in one or more of the following: Enterprise Architecture, Technology Consulting, Customer Success, Technology Solutions Development, Technical and/or Solutions Architecture.
Experience in dealing with large, complex, distributed systems scale business.
Comfortable in dealing with IT systems that support end to end business processes across the customers' value chain.
Large scale implementation experience with complex solutions environments.
Navigate, escalate and lead efforts on complex customer requests or projects involving multiple parties and enterprise systems.
Demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization, including executive and C-level.
Ability to prioritize, multi-task, and perform effectively under pressure.
Aptitude for both analyzing technical concepts and translating them into business terms, and for mapping business requirements into technical features.
Strong knowledge of business processes (Sales, Service, Marketing, Support) business applications and automation.
Thorough familiarity with the database, application and network technologies used in Cloud Computing (e.g knowledge of network topologies and devices, database concepts and SQL, multi-tenancy).
Knowledge of the software development process and of software design methodologies (coding experience useful, but not required).
Second language is a benefit.
Preferred Qualifications
Salesforce product certifications are a plus (Administrator, Advanced Administrator, Platform App Builder, Service Cloud Consultant, Sales Cloud Consultant, Marketing Cloud Specialist).
Enterprise Architecture Experience is a plus.
Deep technical knowledge and implementation experience with software development patterns (MCV, N-Tiered).
Deep technical knowledge of Salesforce products and features, capabilities, best use and how to deploy, including knowledge of the Salesforce platform and ecosystem.
Knowledge of Salesforce multi-org implementation best practices and strategies.
Experience defining and delivering custom Force.com enterprise applications in a technical and/or functional leadership role.
For Colorado-based roles:
Minimum annual salary of $83,700. You may also be offered a bonus and benefits. More details about our company benefits can be found at the following link:
Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way. The company was founded on three disruptive ideas: a new technology model in cloud computing, a pay-as-you-go business model, and a new integrated corporate philanthropy model. These founding principles have taken our company to great heights, including being named one of Forbes's World's Most Innovative Company five years in a row and one of Fortune's 100 Best Companies to Work For eight years in a row. We are the fastest growing of the top 10 enterprise software companies, and this level of growth equals incredible opportunities to grow a career at Salesforce.
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At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at Salesforce and explore our benefits.
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are Equal Employment Opportunity and Affirmative Action Employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.
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do not accept unsolicited headhunter and agency resumes.
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Salesforce welcomes all.
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As a federal contractor, Salesforce is required to verify that all US-based employees are fully vaccinated against COVID-19. If you receive an offer and are unable to get vaccinated for religious or medical reasons, you may request a reasonable accommodation.
Salesforce.com and Salesforce.org are Equal Employment Opportunity and Affirmative Action Employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Headhunters and recruitment agencies may not submit resumes/CVs through this Web site or directly to managers. Salesforce.com and Salesforce.org do not accept unsolicited headhunter and agency resumes. Salesforce.com and Salesforce.org will not pay fees to any third-party agency or company that does not have a signed agreement with Salesforce.com or Salesforce.org.

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