Senior 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

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

The Customer Senior Onboarding Specialists warmly welcome new Salesforce customers post-sale, ensuring a positive first experience and setting the foundation for achieving their business objectives. This role is focused on helping customers achieve rapid time to value while building the knowledge they need to grow with Trusted Services and the broader Salesforce Platform.

As a trusted advisor during the onboarding phase, you'll collaborate with customers and internal stakeholders to guide pre-implementation readiness and create meaningful early-stage conversations that set customers up for success.

We're looking for a passionate, customer-centric team member who thrives in dynamic environments and brings both a results-oriented mindset and a positive, agile attitude. Your work will directly shape the customer experience from day one—building lasting engagement, driving real value, and reinforcing Salesforce's reputation as an industry leader.

Job Responsibilities :

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

Required Qualifications

3+ years of customer-facing experience in consulting, customer success, or solutions delivery, with a proven track record of helping customers achieve business outcomes through technology adoption

Salesforce certifications – Administrator, Advanced Administrator, and/or Consultant certifications

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

English fluency – Professional proficiency required for customer-facing engagements

French or Portuguese speaker

Preferred Qualifications

CRM platform experience – Hands-on experience with CRM platforms and associated applications (Salesforce strongly preferred)

Deep understanding of customer success methodologies – Including onboarding frameworks, adoption strategies, value realization models, and consultative engagement approaches

Project management knowledge – Understanding of project management methodologies and best practices

Software implementation experience – Track record of successful software implementations, including developing and communicating effective rollout strategies

Data literacy – Ability to create, interpret, and leverage reports and dashboards to drive insights and decisions

AI and automation proficiency – Demonstrated use of AI assistants and automation tools to scale productivity and enhance customer outcomes

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best , and our AI agents accelerate your impact so you can do your best . Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form .

Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

Posting Statement