トレンド企業

Salesforce
Salesforce

The Customer Company - CRM + Data + AI + Trust

Tableau Onboarding Specialist, Success Guide

職種BI
経験ミドル級
勤務地Indiana - Indianapolis, India, United States
勤務オンサイト
雇用正社員
掲載2ヶ月前
応募する

福利厚生

健康保険

401k

ストックオプション

育児休暇

メンタルヘルスサポート

Remote Work

フレックスタイム

Learning Budget

必須スキル

Customer success

Communication

Presentation skills

Consultative selling

Relationship building

Technical acumen

Problem Solving

Business acumen

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 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.

Onboarding Specialists warmly welcome our newest Salesforce 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 strong knowledge foundation for future growth with their chosen Salesforce clouds/products and the broader Salesforce Platform.

Acting as a 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.

We 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.

Job 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 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:

  • Proven track record in delivering success leading customer-facing presentations and engagements with strong communication and presentation skills.

  • 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.

  • Excellent presentation skills and the ability to hold the attention of a large group of attendees

  • Comfortably navigating conversations with stakeholders at all levels, Administrators to C-suite

Qualifications and Skills:

Must have

  • Languages

  • Proficiency in English is essential

  • 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

Advantageous

  • Salesforce 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)

  • Tableau

  • Tableau experience and/or Data Cloud certification(s) is an advantage

  • Project management - understanding of Project Management principles

  • 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

  • Ability to prioritize and perform effectively under pressure

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

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.

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Salesforceについて

Salesforce

A cloud-based software company that provides customer relationship management software and applications.

10,001+

従業員数

San Francisco

本社所在地

$243B

企業価値

レビュー

10件のレビュー

4.3

10件のレビュー

ワークライフバランス

3.2

報酬

4.5

企業文化

4.6

キャリア

4.2

経営陣

4.1

78%

知人への推奨率

良い点

Great benefits and high salary

Excellent work culture and supportive management

Career advancement and development opportunities

改善点

Work-life balance challenges and long hours

High-pressure environment with heavy workload

Fast-paced environment with high expectations

給与レンジ

50件のデータ

Mid/L4

Senior/L5

Mid/L4 · ANALYST BUSINESS INTELLIGENCE

1件のレポート

$156,823

年収総額

基本給

$120,633

ストック

-

ボーナス

-

$156,823

$156,823

面接レビュー

レビュー4件

難易度

3.0

/ 5

面接プロセス

1

Application Review

2

Recruiter Screen

3

Technical Phone Screen

4

Technical Assessment

5

Virtual Technical Interview

6

Onsite/Final Interview Loop

7

Manager Interview

よくある質問

Coding/Algorithm

System Design

Behavioral/STAR

Technical Knowledge

Past Experience