Senior Onboarding Specialist

Salesforce Salesforce · Enterprise · Indianapolis, IN +2

Salesforce is seeking a Senior Onboarding Specialist to welcome new customers post-sale, ensuring a positive first experience and setting the foundation for achieving business objectives. This role focuses on helping customers achieve rapid time to value and build knowledge with Sales Cloud and the Salesforce Platform. The specialist will act as a trusted advisor, collaborating with customers and internal stakeholders to guide pre-implementation readiness and create meaningful early-stage conversations. The role involves leveraging AI tools and knowledge-sharing platforms to scale expertise and enhance customer experience.

What you'd actually do

  1. Serve as a Salesforce subject-matter expert for Sales Cloud products, accelerating customer time-to-value and driving rapid adoption of core functionality
  2. Own the post-sale customer welcome experience, establishing trusted advisor relationships and seamlessly onboarding new customers into the Salesforce ecosystem
  3. Deliver high-impact virtual 1:1 engagements that educate, empower, and enable customers to unlock measurable business value from their Salesforce investment
  4. Apply consultative discovery techniques to uncover business use cases, identify success metrics, and align product capabilities with customer objectives
  5. Provide strategic, personalized recommendations that address specific business challenges and maximize product adoption

Skills

Required

  • 3+ years of customer-facing experience in consulting, customer success, or solutions delivery
  • Bachelor's degree or equivalent experience in Business, Technology, or related field
  • Business Acumen
  • Exceptional communication and presentation skills
  • Consultative expertise
  • Relationship-building skills
  • Technical aptitude
  • Problem-solving mindset
  • Self-directed work style
  • English fluency
  • Salesforce certifications (Administrator, Advanced Administrator, and/or Consultant)
  • CRM platform experience (Salesforce strongly preferred)
  • Deep understanding of customer success methodologies
  • Project management knowledge
  • Software implementation experience
  • Data literacy
  • AI and automation proficiency

Nice to have

  • AI tools and knowledge-sharing platforms

What the JD emphasized

  • customer-facing experience
  • proven track record of helping customers achieve business outcomes through technology adoption
  • Exceptional communication and presentation skills
  • Consultative expertise
  • Relationship-building skills
  • Technical aptitude
  • Problem-solving mindset
  • Self-directed work style
  • Salesforce certifications
  • CRM platform experience
  • Deep understanding of customer success methodologies
  • Software implementation experience