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Customer Onboarding Specialist



Customer Service, Sales & Business Development
Indianapolis, IN, USA
Posted on Monday, November 20, 2023

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.

About Salesforce:
Salesforce, the Customer Success Platform and world's #1 CRM empowers companies to connect with their customers in a whole new way. We are the fastest growing of the top 10 enterprise software companies, the World's Most Innovative Company according to Forbes, and one of Fortune's 100 Best Companies to Work for six years running.
The growth, innovation, and Aloha Spirit of Salesforce are driven by our incredible employees who thrive on delivering success for our customers while also finding time to give back through our 1/1/1 model, which leverages 1% of our Time, Equity, and Product to improve communities around the world. Salesforce is a team sport, and we play to win. Join us!

Role Description
As a Customer Onboarding Specialist for Signature Success, you will be responsible for onboarding and educating Salesforce customers about our highest level Success plan. Working closely with our Sales, Success, and Delivery teams to clearly define focus areas for the Signature Success plan and how they align with Customer needs. Strong organizational skills desired for internal knowledge transfer of critical information from the sales and success teams. Utilizing the essential information gathered, you will tailor each onboarding experience to align with immediate customer impact areas and identify future focus areas. Attention to detail, strong communication skills, and a customer-centric orientation are required.

Holistic Review

  • The Customer Onboarding Specialist leads internal alignment and subsequently a kick off and deep dive workshops for new Signature Success customers

  • You will act as a subject matter expert for the Signature Success plan. Your main objectives will be to welcome the customer to Signature Success and educate them about what they’re entitled to, the resources they’ll be working with and what to expect

  • Likewise, you are working to understand the customer objectives, goals and where Signature Success can make the most impact. Your critical thinking is essential to understand how customers can realize value from the Signature Success Plan and ensure this information is received by the Signature Success team to help them hit the ground running with the new customer

  • This role works with multiple customers at once - on a given day you may have several internal and customer presentations, as well as follow up, scheduling and administrative tasks - the ability to prioritize and multi-task is essential

  • Flexibility and the ability to think on your feet is key - you will wear several "hats," including Relationship Manager, Teacher and Coordinator.

Preferred Skills/Experience

  • Strong organizational and analytical skills

  • Ability to identify and resolve exceptions and to analyze data

  • Excellent organizational skills

  • Solution and results-oriented with the ability to problem-solve

  • Excellent time management with a strong sense of urgency

  • Passion for customer success with excellent written and verbal communication skills

  • Team player with the ability to multi-task with extreme attention to detail

  • Able to work independently, self-driven, highly motivated

  • Experience working with Salesforce and/or Tableau, relevant certifications are a plus

  • Spanish/Portuguese is a plus


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