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Director, Customer Success Management Portfolio Leader (State and Local)

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 CategoryCustomer SuccessJob DetailsAbout SalesforceWe’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.For our customers who wish to get the most value out of Salesforce with an enterprise experience, they purchase our Signature Success Plan. Signature drives the right insights and people at the right time - which can make all the difference. When you have Signature, you unlock our deepest level of partnership, most skilled expertise, and tools to stay agile.We are looking for a leader to join our Nonprofit Portfolio Account Success team. This role leads the strategy for Signature Success Plan renewals and growth across teams, aligning closely with Territory, Renewals, and Success Plan Sellers. An ideal candidate has a strong background in Customer Success strategies, trends, and outcomes at the enterprise level. The candidate is able to research, synthesize, and develop insights and actions from market intelligence & customer feedback. Customer centricity, teamwork, resourcefulness, flexibility, and a get-it-done demeanor are needed in this role.Responsibilities• Lead a team of Customer Success Managers, fostering growth and excellence• Address and resolve customer blocking issues in collaboration with individual contributors• Partner with sales teams and renewals to execute strategies for Signature Success Plan renewals across teams. Develop a point of view for Signature value to help grow Signature within the Nonprofit portfolio• Work closely with peers and selling partners on capacity planning for Signature obligations including resource allocation, forecasting, and staffing• Align customer allocations with Signature coverage, manage team-based allocations, and synchronize additional cloud resources as needed• Collaborate on talent retention strategies, encompassing career pathing, promotions, and ongoing training• Stay informed on market trends, risks, and opportunities specific to customers and industries, communicating insights to Territory & OU leaders• As a Portfolio Leader, monitor key performance indicators, including Customer Health using Customer Success Score and Salesforce Loyalty• As a Portfolio Leader, be responsible for delivery metrics, ensuring consistent progress and results• Ensure teams are proficient in New Product Introductions (NPI) and New Service Introductions (NSI) initiatives.Preferred Qualifications And Skills• Possess a minimum of 8+ years in leadership roles with direct experience in customer success and team management.• Exhibit strong critical thinking and ability to use data and insights to identify industry trends and risks.• Demonstrate excellent communication skills, and be a strong collaborator, to bridge across various teams and levels.• Showcase a proven track record in talent management, including recruitment, retention, and development.• Familiarity with Salesforce's product offerings, services, and the larger Nonprofit industry landscape. NOTE: This is an office-flexible role. The expectation is to be in-office 3 days a week when local to an office.Our Investment In You• World-class enablement and on-demand training - check out Trailhead.com for a sneak peek!• Exposure to executive thought leaders with a passion for living our values• Path to promotion with accelerated leadership development programs• Weekly 1:1 coaching with your leadership• Fast Ramp mentorship program• Volunteer Opportunities Have you heard of our 1:1:1 model, focused on giving back to the community? The success in giving back have helped us and our Trailblazer community become a leader in philanthropy, culture, and innovation. We are one of the World’s Most Innovative Companies, according to Forbes, we are #1 in PEOPLE’s Top 15 Companies that Care, and are on Fortune’s Change the World list. Values create value. Our values helped drive our revenue number to $13.28 billion dollars in fiscal years in 2019. We have a public-facing website that explains our various benefits for:• Health benefits• Financial benefits and perks• Time off and leave policies• Parental benefits• Perks and discounts• Visit https://www.salesforcebenefits.com/ for the full breakdown.• Posting Statement 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.AccommodationsIf you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.Posting StatementAt 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 www.equality.com and explore our company benefits at www.salesforcebenefits.com.Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. 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. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce.Salesforce welcomes all.Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.For New York-based roles, the base salary hiring range for this position is $ to $.For Washington-based roles, the base salary hiring range for this position is $ to $.For Washington D.C based roles, the base salary hiring range for this position is $ to $.For California-based roles, the base salary hiring range for this position is $ to $.For Illinois based roles, the base salary hiring range for this position is $ to $.Compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, benefits. More details about our company benefits can be found at the following link: https://www.salesforcebenefits.com.
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What You Should Know About Director, Customer Success Management Portfolio Leader (State and Local), Salesforce

As the Director, Customer Success Management Portfolio Leader for State and Local at Salesforce in Bellevue, WA, you'll step into a role that’s pivotal for driving the success of our Signature Success Plan for our non-profit portfolio. Imagine leading a passionate team of Customer Success Managers and working closely with others in Sales and Renewals to establish strategies that maximize client satisfaction and foster growth. You'll get to resolve customer challenges by collaborating with talented individual contributors, all while keeping an eye on vital metrics like Customer Health and Salesforce Loyalty. Your analytical mind will digest market trends and customer feedback, allowing you to identify opportunities for enhancing our Signature plan's value. At Salesforce, we promote a culture of teamwork and creativity, so your resourcefulness and proactive approach will be key in ensuring smooth operations and innovative solutions. Plus, you’ll be responsible for career pathing and developmental training for your team, empowering them to excel and grow. Salesforce values flexibility and offers a hybrid work model, so you can focus on your work while also balancing your life. If you are excited about making a difference in the non-profit sector and thrive in a dynamic environment, this position could be the perfect opportunity for you to lead with impact and be part of a company that values doing well while doing good.

Frequently Asked Questions (FAQs) for Director, Customer Success Management Portfolio Leader (State and Local) Role at Salesforce
What are the main responsibilities of the Director, Customer Success Management Portfolio Leader at Salesforce?

The Director, Customer Success Management Portfolio Leader at Salesforce is responsible for leading the strategy for Signature Success Plan renewals and growth, managing a team of Customer Success Managers, resolving customer issues, partnering with sales for execute strategies, and monitoring key performance indicators such as Customer Health and Salesforce Loyalty.

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What qualifications are preferred for the Salesforce Director, Customer Success Management Portfolio Leader role?

Candidates for the Director position at Salesforce should have a minimum of 8 years of leadership experience in customer success and team management, strong critical thinking skills, excellent communication abilities, and familiarity with Salesforce's products, services, and the nonprofit industry landscape.

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How does Salesforce support the growth and development of a Director, Customer Success Management Portfolio Leader?

Salesforce supports the growth of its Directors by offering world-class training programs, weekly coaching, mentorship opportunities, and pathways for promotion, ensuring leaders have the resources to succeed and make a meaningful impact.

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What is the work culture like for the Director, Customer Success Management Portfolio Leader at Salesforce?

The work culture at Salesforce emphasizes collaboration, innovation, and inclusivity. The company encourages teamwork and values resourcefulness, making it a dynamic environment where leaders can thrive while driving positive change in the nonprofit sector.

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Is the Director, Customer Success Management Portfolio Leader position at Salesforce remote or in-office?

The Director, Customer Success Management Portfolio Leader position at Salesforce is office-flexible, requiring the employee to be in the office three days a week when local to an office. This hybrid model supports work-life balance while fostering collaboration.

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Common Interview Questions for Director, Customer Success Management Portfolio Leader (State and Local)
Can you describe your experience in leading a Customer Success Management team?

When answering this question, share specific examples of how you've led teams, how you addressed challenges, and what results you achieved. Highlight your leadership style and how you foster a collaborative environment.

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How do you approach renewing contracts with clients, particularly in a nonprofit context?

Explain your strategy for understanding client needs, gathering feedback, and ensuring that the value they receive aligns with their goals. Discuss the importance of building relationships and trust during the renewal process.

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What metrics do you believe are crucial for measuring Customer Success?

Discuss key performance indicators such as Customer Health and Customer Satisfaction scores. Explain how you utilize data to drive decisions and improve service delivery, showing your analytical thinking.

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How do you stay informed about market trends and their impact on your customers?

Mention your strategies for research and connecting with industry leaders, attending relevant events, and leveraging networking opportunities. Illustrate how this knowledge informs your customer approaches.

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What strategies would you implement to retain top talent in your Customer Success team?

Share your ideas on career development, ongoing training, creating a positive team culture, and providing meaningful recognition. Emphasize the importance of mentorship and growth opportunities.

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How do you handle conflict or difficult situations with clients?

Describe your conflict resolution approach, focusing on listening actively, empathizing with the client's perspective, and working collaboratively to resolve issues. Highlight a successful resolution as an example.

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How do you ensure that your team meets its key performance indicators?

Discuss your methods for setting clear expectations, providing regular feedback, and maintaining open communication within the team. Share examples of how you monitor progress and support performance improvement.

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What role does collaboration with sales teams play in your success strategy?

Emphasize the importance of alignment between Customer Success and sales for executing effective strategies. Discuss past experiences where collaboration led to enhanced customer experiences or increased renewals.

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Describe a successful project you've led in a previous Customer Success role.

Use this question to showcase your project management skills. Outline the project's objectives, how you executed it, and the outcomes that resulted, illustrating the impact on clients or the team.

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What do you believe are the most significant challenges facing Customer Success today?

Identify current industry trends, including digital transformation and shifting customer expectations. Share your views on how to tackle these challenges and your experience adapting to changing landscapes.

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Salesforce was founded with a mission to transform business operations and make a positive global impact. It is a cloud-based company providing customer relationship management (CRM) software and applications.

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CULTURE VALUES
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Feedback Forward
Take Risks
Collaboration over Competition
BENEFITS & PERKS
Medical Insurance
Dental Insurance
Vision Insurance
Paid Time-Off
Maternity Leave
Paternity Leave
Mental Health Resources
Life insurance
Disability Insurance
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Employee Resource Groups
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SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
December 6, 2024

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