Senior Onboarding Specialist

Salesforce Salesforce · Enterprise · Mexico City, Mexico

Salesforce is seeking a Senior Onboarding Specialist to welcome new Premier customers post-sale and ensure a positive initial experience, focusing on rapid time-to-value and building customer knowledge. This role acts as a trusted advisor, guiding customers during the onboarding phase and enabling pre-implementation readiness by collaborating with internal stakeholders and customers. The specialist will become a product expert, deliver virtual engagements, uncover business use cases, create success paths, and build relationships to drive long-term customer engagement and success.

What you'd actually do

  1. Become a Salesforce subject-matter expert for specific Salesforce products focusing on accelerating the initial "time to value" for new customers.
  2. Be the customer’s first point of contact post-sale and welcome them warmly into the ecosystem.
  3. Deliver virtual 1:1 engagements to educate and empower our customers to achieve business value using the Salesforce Customer 360 Suite of Products
  4. Use your consulting skills to uncover initial business use cases and objectives, setting the stage for long-term customer success.
  5. Provide relevant recommendations specific to customers’ business needs.

Skills

Required

  • 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
  • Experience with Sales Cloud and Related Products
  • Proficiency in Spanish and English
  • 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

Nice to have

  • Experience with MuleSoft Anypoint platform and associated certifications is highly desirable
  • 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 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
  • Ability to prioritize and perform effectively under pressure