Onboarding Specialist

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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.

Onboarding Specialists warmly welcome our newest Salesforce customers post-sale as part of 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.

• 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
• 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

• Proven track record in delivering success leading customer-facing sessions 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

Must have

• 2+ years experience with Salesforce as an Administrator
• Languages - Proficiency in English and French 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

• Certified Salesforce Administrator
• 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

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

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. We believe in equality for all and strive to create an inclusive workplace free from discrimination. All employment decisions are based on merit, competence and qualifications.

Not applicable for this refinement. This section has been trimmed to focus on the role responsibilities and qualifications.