CUSTOMER ONBOARDING SPECIALIST

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ob 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.
Onboarding Specialists warmly welcome our newest Salesforce Premier customers post-sale before they begin the implementation process, to ensure a positive initial experience with Salesforce and the achievement of customer business objectives.
This role focuses on helping customers achieve rapid time to value, while helping them build a solid understanding foundation for future growth with their chosen Salesforce clouds/products and the broader Salesforce Platform.
cting as a trusted advisor to support customers during the onboarding phase and enable their pre-implementation readiness, our team collaborates with internal collaborators and customers to guide initial onboarding conversations.
e are looking for a passionate, customer-centric, and results-oriented learner with a positive attitude who is agile in the face of a dynamic environment to join our team.
Your work will directly influence customer experience, setting the stage for long-term engagement and success.
By delivering outstanding value in the initial stages of the customer’s journey, you will contribute to our customers’ success and reinforce Salesforce's reputation as an industry leader.
ob Responsibilities.
ecome a Salesforce subject-matter expert for specific Salesforce products focusing on accelerating the initial "time to value" for new customersBe the customer’s first point of contact post-sale and welcome them warmly into the ecosystemDeliver virtual 1.
engagements to educate and empower our customers to achieve business value using the Salesforce Customer 360 Suite of ProductsUse consulting skills to uncover initial business use cases and objectives, setting the stage for long-term customer success.
rovide relevant recommendations specific to customers’ business needsCreate tailor-made Success Paths for customers, detailing the steps that will ensure their business objectives are metBuild positive relationships with both internal and external business partners, contributing to broader goals and growth.
ctively leverage and chip in to the overall knowledge base and expertise of the communityExperienceConsistent track record in delivering success leading customer-facing presentations and engagements with strong communication and presentation skills.
elevant 3rd-level degree or equivalent qualification.
2+ years of relevant work experience helping customers achieve full business potential through technology.
ble to work independently as a self-starter, manage time and prioritize activities while performing effectively under pressure.
ble to apply customer success concepts, practices, and procedures to help drive customer success.
xcellent presentation skills and the ability to hold the attention of a large group of attendeesComfortably navigating conversations with stakeholders at all levels, Administrators to C-suiteQualifications and Skills.
ust haveLanguages - Proficiency in English and Spanish is crucial, Portuguese is an asset Business Insight - ability to discuss customer’s business needs and encouraged business value across various industries and company sizes.
ommunication Skills - convey ideas and solutions clearly and effectivelyPresentation Skills - ability to hold the attention of and speak to a varied group of partners from Admin to C-suiteConsultative Engagements with Customers - experience consulting customers on their business objectives and business strategy.
Customer-focused approach and engagement style.
elationship Builder - personable and energetic, able to create rapport with our customers and provide a warm welcomeTechnical Acumen - experience with software solutions and ability to learn new technology fastProblem solving skills - thinking on your feet and finding solutions independently or in a group settingOrganizational Change - accepting change as a constant and ability to thrive in a dynamic environmentAdvantageousSalesforce Certifications - Salesforce Admin, Advanced Admin and/or Consultant Certifications are an advantage CRM Platforms - Hands-on experience with a CRM platform suite and associated applications (Salesforce preferred)Project management - understanding of Project Management principlesSoftware implementation - experience with successful software implementation/roll outs, in-depth understanding and the ability to effectively communicate on the topic of developing a successful Implementation StrategyData literacy - ability to create and read reports and dataAbility to prioritize and perform effectively under pressure AccommodationsIf you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.
osting StatementAt Salesforce we believe that the business of business is to improve the state of our world.
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om and explore our company benefits at www.
alesforcebenefits.
om.
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