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Customer Onboarding Specialist

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

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 Category

Customer Success

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

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

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.

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Average salary estimate

$70000 / YEARLY (est.)
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$60000K
$80000K

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What You Should Know About Customer Onboarding Specialist, Salesforce

If you have a knack for helping people and a passion for technology, the Customer Onboarding Specialist position at Salesforce in Indianapolis might be the perfect fit for you! This exciting role is all about creating positive experiences for new customers and ensuring they hit the ground running with our innovative Salesforce Customer 360 Suite of Products. As a Customer Onboarding Specialist, you'll be their first point of contact post-sale, welcoming them into the Salesforce ecosystem with open arms. You'll conduct individualized virtual engagements to educate customers on how to derive real business value from their new tools. Your consulting skills will be put to use as you uncover their unique needs and objectives, allowing you to create tailored Success Paths that guide them toward achieving their goals. Collaboration is key, as you’ll build strong relationships with internal teams and external partners, contributing to broader company objectives. What’s great about this role is that not only will you help customers succeed, but you’ll also grow alongside them! With two or more years of relevant experience and a degree to back it up, your strong communication skills and customer-focused approach will shine. If you're ready to become a Salesforce expert and contribute to meaningful changes in the business world, we can’t wait to see your application!

Frequently Asked Questions (FAQs) for Customer Onboarding Specialist Role at Salesforce
What are the main responsibilities of the Customer Onboarding Specialist at Salesforce?

The Customer Onboarding Specialist at Salesforce plays a crucial role in ensuring new customers feel welcomed and supported. Their primary responsibilities include conducting virtual sessions to educate customers on the Salesforce Customer 360 Suite, identifying business use cases and objectives, and creating customized Success Paths tailored to each customer’s needs.

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What experience is required for a Customer Onboarding Specialist at Salesforce?

To qualify for the Customer Onboarding Specialist position at Salesforce, candidates should have at least 2 years of relevant experience in customer-facing roles, preferably in a tech-driven environment. A relevant degree is also required, along with strong communication and presentation skills to engage various stakeholders effectively.

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How does Salesforce prioritize customer success in the Customer Onboarding Specialist role?

At Salesforce, the Customer Onboarding Specialist is critical to driving customer success. By acting as the first point of contact post-sale, they work diligently to understand customers' business objectives, deliver tailored training, and create pathways to ensure that customers achieve maximum value from their Salesforce solutions.

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What skills will I need to be successful as a Customer Onboarding Specialist at Salesforce?

Success as a Customer Onboarding Specialist at Salesforce hinges on excellent presentation and communication skills, a consultative approach to customer engagement, strong problem-solving abilities, and a solid understanding of business acumen. Familiarity with software solutions and the ability to thrive in dynamic environments are also important.

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What does working as a Customer Onboarding Specialist at Salesforce involve?

Working as a Customer Onboarding Specialist at Salesforce involves a blend of hands-on customer engagement, consulting, and building lasting relationships. You'll explore customers' needs, provide onboarding support, and guide them through their journey with Salesforce while collaborating with various internal teams.

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Common Interview Questions for Customer Onboarding Specialist
Can you describe your experience with onboarding customers in a previous role?

In answering this question, focus on outlining specific instances where you successfully guided new users through onboarding processes. Highlight your methodologies, such as personalized training sessions or developing engagement strategies, that ensured they achieved their intended outcomes.

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How do you approach understanding a customer's business needs?

Discuss your consultative approach, emphasizing the importance of active listening and asking probing questions. Mention how you tailor your recommendations based on your understanding of their industry and specific business objectives.

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What strategies do you use to keep customers engaged during the onboarding process?

Share effective strategies you’ve implemented, such as regular check-ins, follow-up emails, or feedback sessions. Mention how these strategies helped maintain motivation and commitment among customers.

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Can you share an example of a challenge you faced during a customer onboarding and how you overcame it?

Provide a relatable example, focusing on your problem-solving skills. Outline the challenge, what actions you took to address it, and how your solution improved the customer's experience.

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What role does the Salesforce Customer 360 Suite play in your onboarding strategy?

Explain how you would leverage the features of the Salesforce Customer 360 Suite to ensure a seamless customer experience, detailing how it aligns with customer needs and enhances their journey.

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How would you handle a situation where a customer is unhappy with their onboarding experience?

Talk about the importance of empathy in customer service and your approach to resolving issues, including listening to the customer’s concerns, taking accountability, and proposing concrete solutions to improve their satisfaction.

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What methods do you use to measure the success of your onboarding process?

Discuss measurement techniques such as customer feedback surveys, engagement metrics, or success case studies to quantify your onboarding efforts and how you adjust strategies based on gathered insights.

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How do you keep updated with Salesforce’s products and solutions?

Mention your commitment to continuous learning, which could include attending training sessions, participating in webinars, reading up-to-date documentation, or engaging with community forums to stay informed about product updates.

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What advice would you give to a new customer just starting with Salesforce?

Provide thoughtful advice that includes encouraging them to reach out for support, explore available resources, and leverage the community ecosystem. Stress the importance of viewing Salesforce as an ongoing partnership rather than just a tool.

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Why do you want to work as a Customer Onboarding Specialist at Salesforce?

Articulate your passion for technology and helping businesses succeed. Convey your admiration for Salesforce’s values and commitment to equality, as well as your enthusiasm for contributing to customer success.

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Salesforce was founded with a mission to transform business operations and make a positive global impact. It is a cloud-based company providing customer relationship management (CRM) software and applications.

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BADGES
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CULTURE VALUES
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Feedback Forward
Take Risks
Collaboration over Competition
BENEFITS & PERKS
Medical Insurance
Dental Insurance
Vision Insurance
Paid Time-Off
Maternity Leave
Paternity Leave
Mental Health Resources
Life insurance
Disability Insurance
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Employee Resource Groups
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
April 5, 2025

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