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Job Information, Inc Success Guide - Einstein Analytics in Indianapolis, Indiana

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

Success Guide

Job Details

The role of the Success Guide will be responsible for helping to grow customers’ value and improve adoption at scale. The Success Guide will engage with customers across all account segments, delivering 1: many programs and 1:1 success guidance to Salesforce customers. They will partner with Success Managers and Sales. Success Guides play a crucial role in providing the right recommendation at the right time, enabling customer value realization at scale.

The ideal Success Guide is organized, agile, and passionate about Customer Success. They have excellent presentation and communication skills in both a 1 on 1 and group setting. Using their product knowledge they deliver value to both customers and internal teams.


  • Demonstrate deep knowledge of the Salesforce product portfolio and deliver 1:1 & 1:Many Success Programs

  • Deliver 1: Many and 1:1 Einstein Analytics Accelerators with customers and assist with enablement and provide best practice recommendations on business specific use-cases

  • Drive customer success by providing Product Education, Technical Advice and adoption guidance for Einstein Analytics

  • Deliver Einstein Analytics specific engagements starting with use-case initiation, creation of datasets in dataflows, customizations, create data visualizations using SAQL functions in Einstein Analytics

  • Discuss the difference between standard and customized solutions (eg: clicks vs code) for Einstein Analytics, Einstein Discovery as well as Prediction Builder, understand tradeoffs, and advise on best practices.

  • Identify the customer's metrics for value realization (define metrics and KPIs that reflect on Business outcomes and measures)

  • Has an understanding of the full portfolio of our products and services and the value they bring to our customers. Communicates our Salesforce product value prop with clarity, brevity, and purpose.

Preferred Qualifications & Skills

  • BA/BS degree preferred

  • Minimum 2 years relevant work experience

  • Proven ability to manage time and prioritize activities while performing effectively under pressure

  • Working knowledge of core business processes (Sales, Marketing, Service, Support)

  • Working knowledge of the overall Salesforce platform suite and applications

  • Knowledge and expertise in Data analysis, create documentation, provide guidance on effective Data sync processes and data visualization techniques

  • Experience with databases and database joining concepts, familiar with query languages like SQL

  • Proven success leading customer-facing presentations and engagements

  • Able to handle objections, prioritize customer issues and collaborate with manager and colleagues to effectively drive resolution

Leadership Qualities

COMPOSURE: Strong customer-facing communication and interpersonal skills with the ability to support complex engagements

EXPERTISE: Working knowledge of industry best practices and implementation experience of the salesforce product suite

LEARNER: Has a passion for continued education in new technologies and complex business and technical concepts

PASSION: Passionate about Customer Success and is a great listener

OHANA: Embodies Aloha culture and a team player that everyone enjoys working with and has a generous heart

TRUST: Ability to earn the trust of the customer and lives the company’s core values


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