Onboarding Specialist

Job Category

Customer Success

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.

About the Role

Onboarding Specialists warmly welcome our newest Salesforce Premier customers post sale before they begin the implementation process. We 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 strong knowledge foundation for future growth with their chosen Salesforce clouds/products and the broader Salesforce Platform. We act as the trusted advisor to support customers during the onboarding phase and enable their pre-implementation readiness. Our team collaborates with internal stakeholders and customers to guide initial onboarding conversations. 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.

Responsibilities

• Become a Salesforce subject-matter expert for specific Salesforce products focusing on accelerating the initial "time to value" for new customers
• Be the customer's first point of contact post-sale and welcome them warmly into the ecosystem
• Deliver virtual 1:1 engagements to educate and empower our customers to achieve business value using the Salesforce Customer 360 Suite of Products
• Use your consulting skills to uncover initial business use cases and objectives, setting the stage for long-term customer success
• Provide relevant recommendations specific to customers' business needs
• Create tailor-made Success Paths for customers, detailing the steps that will ensure their business objectives are met
• Build positive relationships with both internal and external business partners, contributing to broader goals and growth
• Actively leverage and contribute to the overall knowledge base and expertise of the community

Experience Requirements

• Proven track record in delivering success leading customer-facing presentations and engagements with strong communication and presentation skills
• Ability to hold the attention of a large group of attendees
• Relevant 3rd-level degree or equivalent qualification
• 2+ years of relevant work experience helping customers achieve full business potential through technology
• Able to work independently as a self-starter, manage time and prioritize activities while performing effectively under pressure
• Able to apply customer success concepts, practices, and procedures to help drive customer success
• Comfortably navigating conversations with stakeholders at all levels, Administrators to C-suite

Qualifications and Skills

Must Have

• Languages - Proficiency in English and insert required language(s) is essential
• Technical Skillset - 2-3 years of experience in any of the "Industry Cloud" or "Revenue Cloud Advanced"
• Business Acumen - ability to discuss customer's business needs and expected business value across various industries and company sizes
• Communication Skills - convey ideas and solutions clearly and effectively
• Presentation Skills - ability to hold the attention of and speak to a varied group of stakeholders from Admin to C-suite
• Consultative Engagements with Customers - experience consulting customers on their business objectives and business strategy
• Customer-focused approach and engagement style
• Relationship Builder - personable and energetic, able to create rapport with our customers and provide a warm welcome
• Technical Acumen - experience with software solutions and ability to learn new technology fast
• Problem solving skills - thinking on your feet and finding solutions independently or in a group setting
• Organizational Change - accepting change as a constant and ability to thrive in a dynamic environment
• Ability to prioritize and perform effectively under pressure

Advantageous

• Salesforce Certifications - Salesforce Admin, Platform app builder, 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 principles to apply
• Software 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 Strategy
• Data literacy - ability to create and read reports and data

Must Have Characteristics

• Passionate learner
• Growth mindset
• Personal accountability
• Career Clarity
• Agile
• Positive attitude
• Aligned to SF values
• Customer-centric mindset

Benefits

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.

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)
• Employee stock purchasing program

More details about company benefits can be found at: https://www.salesforcebenefits.com

Accommodations

If you require assistance due to a disability applying for open positions please submit a request via the Accommodations Request Form.

Equal Opportunity Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. At Salesforce, we believe in equality for all and can lead the path to equality in part by creating a workplace that's inclusive and free from discrimination. 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.