Customer Onboarding Specialist

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Job Category

Customer Success

Job Details

About Salesforce

We’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.

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

Required 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
• 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)
• 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

Accommodations

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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.