Salesforce

Senior Customer Onboarding Specialist

Salesforce

full-time

Posted on:

Location Type: Hybrid

Location: IndianapolisWashingtonUnited States

Visit company website

Explore more

AI Apply
Apply

Salary

💰 $99,400 - $150,300 per year

Job Level

Tech Stack

About the role

  • Serve as a Salesforce subject-matter expert for Sales Cloud products, accelerating customer time-to-value and driving rapid adoption of core functionality
  • Own the post-sale customer welcome experience, establishing trusted advisor relationships and seamlessly onboarding new customers into the Salesforce ecosystem
  • Deliver high-impact virtual 1:1 engagements that educate, empower, and enable customers to unlock measurable business value from their Salesforce investment
  • Apply consultative discovery techniques to uncover business use cases, identify success metrics, and align product capabilities with customer objectives
  • Provide strategic, personalized recommendations that address specific business challenges and maximize product adoption
  • Design customized Success Paths that map clear, actionable steps from onboarding through value realization, ensuring customers achieve their business goals
  • Cultivate collaborative relationships with internal stakeholders and external partners to drive customer outcomes and contribute to organizational growth
  • Leverage AI tools and knowledge-sharing platforms to scale expertise, contribute to the collective knowledge base, and continuously enhance the customer experience

Requirements

  • 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 – Ability to understand and discuss customer business needs, value drivers, and success metrics across diverse industries and company sizes
  • Exceptional communication and presentation skills – Articulate ideas clearly and persuasively in written and verbal formats; confidently engage diverse stakeholder groups from system administrators to C-suite executives
  • Consultative expertise – Proven experience guiding customers through business objectives, strategy development, and solution design with a customer-first approach
  • Relationship-building skills – Natural ability to build rapport quickly, create trusted partnerships, and deliver a welcoming, energetic customer experience
  • Technical aptitude – Hands-on experience with enterprise software solutions and demonstrated ability to quickly master new technologies
  • Problem-solving mindset – Think critically and creatively to resolve challenges independently or collaboratively in real-time
  • Self-directed work style – Strong organizational skills, ability to prioritize competing demands, and proven success working independently in fast-paced, dynamic environments
Benefits
  • time off programs
  • medical, dental, vision
  • mental health support
  • paid parental leave
  • life and disability insurance
  • 401(k)
  • employee stock purchasing program
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
SalesforceSales Cloudconsultative discovery techniquesSuccess PathsAI toolsenterprise software solutionssolution designbusiness use casessuccess metricsvalue realization
Soft Skills
customer-facing experiencebusiness acumencommunication skillspresentation skillsconsultative expertiserelationship-building skillsproblem-solving mindsetself-directed work styleorganizational skillscollaborative mindset
Certifications
Bachelor's degree