Chicago, Illinois, United States · Hybrid
$172k–$237k/yr
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 Job Details About Salesforce Salesforce is…
Skills: Strategy Consulting, Business Governance, Strategic Framework Development, Analytical Problem Solving, Executive Communication
Boston, Massachusetts, United States · Hybrid
$65k–$80k/yr
About G2 G2 Capital Advisors (www.g2cap.com), a GA Group Company, is a multi-product and sector-focused investment bank and advisory firm. G2 was established on the premise that lower middle market advisory firms could d…
Skills: Full-cycle Recruiting, Candidate Sourcing, Interview Coordination, Onboarding, Offboarding
Boston, Massachusetts, United States · Hybrid
$217k–$245k/yr
Who We Are Verily Health is a data platform and technology company purpose-built to power AI-enabled precision health solutions that accelerate research and improve care for individuals and communities. Uniquely position…
Skills: Solution Architecture, Pre-sales Consulting, Cloud Computing, AI/ML Implementation, Stakeholder Management
Denver, Colorado, United States · Hybrid
$165k–$190k/yr
Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change. Through a combination of strategy, expertise and creativity, we help clients acceler…
Skills: Workday Financials, Project Management, Engagement Management, Team Leadership, Data Analysis
Rolling Meadows, Illinois, United States · Remote OK
$96k–$124k/yr
Ready to lead? Join ERM and help shape the future of sustainable energy. Bring your expertise to a team that values innovation, collaboration, and impact. Why This Role Matters Are you ready to lead complex, high-impact …
Skills: Electric Transmission Routing, Siting, Project Management, Environmental Regulatory Compliance, Stakeholder Engagement
Boston, Massachusetts, United States · On-site
$137k–$183k/yr
Firm Overview: Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investmen…
Skills: Client Onboarding, Investment Operations, Stakeholder Management, Risk Management, Project Management
San Francisco, California, United States · Hybrid
$79k–$102k/yr
Are you an experienced landscape architect ready to contribute to complex, high‑visibility infrastructure projects that shape the future of North America’s energy, employment, and public landscapes? At ERM, you’ll lead l…
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Boston, Massachusetts, United States · On-site
Description Safety Management Group is a nationally recognized professional service organization that provides workplace safety consulting, training, staffing, program planning, and implementation. We offer a comprehensi…
Skills: Construction Project Management, Safety Coordination, OSHA Compliance, Jobsite Inspections, Cost Estimating
Tempe, Arizona, United States · On-site
$125k–$175k/yr
Overview As a Lead CAS Estimator at Linesight, you will lead highly experienced, culturally diverse, and passionate teams nurturing a strong social dynamic and a shared sense of achievement. You will build on your vast i…
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Boston, Massachusetts, United States · On-site
$150k–$174k/yr
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar in…
Skills: Strategic Sourcing, Supplier Relationship Management, Contract Negotiation, Commercial Structuring, Procure-to-Pay
Chicago, Illinois, United States · Hybrid
$140k–$190k/yr
About Charles River Associates Charles River Associates is a leading global consulting firm that provides economic, financial, and business management expertise to major law firms, corporations and governments around the…
Skills: Project Management, Quantitative Analysis, Qualitative Analysis, Business Development, Client Relationship Management
Boston, Massachusetts, United States · Hybrid
Introduction At RPS, we don’t just embrace bold ideas, we make them happen. We’re a team of entrepreneurs, big-picture thinkers, and passionate experts who thrive on possibility. Every day, we collaborate acr…
Skills: Property and Casualty Underwriting, Risk Assessment, Analytical Skills, Communication Skills, Interpersonal Skills
Boston, Massachusetts, United States · Hybrid
$85k–$157k/yr
Insurance touches people during some of the most challenging moments in their lives. Hi Marley is on a mission to transform how the P&C industry communicates, making those moments faster, easier, and more empathetic for …
Skills: Customer Success Management, Relationship Building, Enterprise Account Management, Consultative Support, Cross-functional Collaboration
Boston, Massachusetts, United States · On-site
$135k–$285k/yr
55ip is a financial technology company whose purpose is to break down barriers to financial progress. Wealth management enterprises and financial advisors use 55ip’s tax-smart investment strategy engine to dramatically i…
Skills: SMA Portfolio Management, Investment Oversight, Tax Management Strategies, Quantitative Investment Solutions, Data Analysis
Boston, Massachusetts, United States · On-site
$249k–$333k/yr
North America Insurance is Chubb’s largest division comprising commercial and consumer P&C insurance businesses in the United States, Canada, and Bermuda. The successful candidate is a seasoned leader with expertise data…
Skills: Data Science Leadership, Model Development, Machine Learning, Python, R
Boston, Massachusetts, United States · Hybrid
$85k–$110k/yr
Company Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work he…
Skills: Subsurface Utility Engineering, Private Utility Locating, Ground Penetrating Radar, GPS Surveying, Total Station
Boston, Massachusetts, United States · Hybrid
$148k–$186k/yr
The Team We are seeking a Senior Manager to join American Tower’s Global Internal Audit (GIA) team. Reporting to the VP Internal Audit, you will drive lead assurance activities across the company’s portfolio of processes…
Skills: Financial Auditing, Operational Auditing, SOX Compliance, Risk Management, Project Management
Boston, Massachusetts, United States · Hybrid
$116k–$150k/yr
Company Description Founded in Denmark, Ramboll is a foundation-owned people company. We have more than 18,000 experts working across our global operations in 35 countries with thousands of experts working across 70 offi…
Skills: Air Permitting, Air Dispersion Modeling, Regulatory Compliance, Project Management, Emissions Estimation
Boston, Massachusetts, United States · Hybrid
$116k–$150k/yr
Company Description Founded in Denmark, Ramboll is a foundation-owned people company. We have more than 18,000 experts working across our global operations in 35 countries with thousands of experts working across 70 offi…
Skills: Air Permitting, Air Dispersion Modeling, Regulatory Compliance, Project Management, Emissions Estimation
Boston, Massachusetts, United States · Hybrid
$75k–$121k/yr
Description The Company: Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of…
Skills: Transaction support, Financial analysis, Accounting, Private equity, Private credit
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Drive the strategic engines and governance models that power the evolution of Customer Success Plan portfolios. Translate complex problem statements into strategic recommendations and narratives for executive alignment.
Requires 6+ years of experience in strategy consulting with a focus on Professional Services or Customer Success. Must possess strong analytical skills and a proven track record in designing business governance models.
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 SuccessJob Details
About Salesforce
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.
Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.
The Customer Success (CS) Success Plan product management organization is at the forefront of empowering our customers to achieve maximum value from their Salesforce technology investments. We own and drive the strategy and roadmap for Salesforce’s Customer Success Plan offer portfolio (Standard, Premier, and Signature Success Plans), ensuring our offerings meet the diverse needs of customers across all segments and Salesforce products. We act as the voice of the customer and market within the CS organization, collaborating closely with all CS functions and the Salesforce product organizations to continuously innovate and enhance the value and experience delivered through our Success Plans. Our ultimate goal is to enable our customers to adopt our products, allowing them to reach their business goals.
Role Description:
We are seeking a sharp, intellectually curious Senior Manager to join our Success Plans Portfolio Strategy team. In this role, you will drive the strategic engines that power our portfolio decisions that inform how we evolve our Success Plans in a rapidly changing technology landscape. You will be a key thought partner to the broader Success Plan and Adoption leadership team, translating ambiguous problem statements into crisp, well-reasoned strategic recommendations.
This role is ideal for someone who thrives at the intersection of big-picture thinking and rigorous analysis — someone who can zoom out to identify emerging trends and zoom in to build the frameworks and narratives that drive executive alignment. You'll partner closely with cross-functional teams across Product, Go-to-Market, Adoption and Analytics team.
Responsibilities:
Strategic Framework Development: Build and refine frameworks, models, and methodologies used to evaluate portfolio evolution opportunities and offer differentiation.
Governance Model Design: Establish and lead a robust portfolio governance model to oversee the lifecycle of Success Plan offers and the broader product adoption team. This includes defining decision-making frameworks, clear roles and responsibilities (RACI), drive governance forums and approval workflows for offer enhancements or new launches.
Strategic Analysis & Recommendations: Conduct deep-dive analyses on key strategic questions facing the Success Plans portfolio. Synthesize findings into clear, executive-ready recommendations with well-supported points of view.
GTM Strategy Support: Contribute to the development of go-to-market strategy for Success Plans, with a particular focus on positioning in an AI- and agent-driven future.
Thought Leadership: Proactively identify emerging trends, risks, and white space opportunities at the intersection of AI, automation, and Customer Success. Help shape the team's external and internal point of view.
Competitive Analysis & Market Research: Support comprehensive competitive analysis and market research efforts focused on the use of agents and related technologies in delivering Customer Success across the industry. Identify key trends, opportunities, and potential threats.
Executive Communication: Develop compelling presentations and strategic narratives for senior leadership and cross-functional stakeholders. Turn complex analysis into clear, persuasive storytelling.
Cross-Functional Partnership: Collaborate with Product, Go-to-Market, and Adoption Teams and Analytics teams to ensure strategic workstreams are aligned and integrated into portfolio decisions.
Minimum Requirements:
6+ years in strategy consulting, with deep understanding of Professional Services or Customer Success organizations
Proven experience designing or managing business governance models, including the ability to build consensus among diverse stakeholder groups and implement structured decision-making processes.
Experience in strategic framework development, with a proven track record of building and refining methodologies
Strong analytical and structured problem-solving skills — able to break down ambiguous problems and build rigorous, insight-driven recommendations.
Excellent communication and presentation skills, with the ability to influence stakeholders at all levels
Demonstrated ability to manage multiple workstreams
Strong collaboration and interpersonal skills, with experience working in cross-functional teams.
Preferred Requirements:
Familiarity with AI, automation, and agent technologies and their application in customer service or success.
Experience in the SaaS or enterprise software industry.
Advanced degree (e.g., MBA).
Unleash Your Potential
When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.
Accommodations
If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.
Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.
Posting Statement
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $143,400 - $216,900 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $172,200 - $236,700 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.We're the #1 AI CRM—where humans with agents drive customer success together with AI, data, and Customer 360 apps on one platform. Privacy Statement: http://www.salesforce.com/company/privacy/
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