Onboarding Specialist - Trusted Services

Job description

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. Customer-Facing Trusted Service 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 functionalityOwn the post-sale customer welcome experience, establishing trusted advisor relationships and seamlessly onboarding new customers into the Salesforce ecosystemDeliver high-impact virtual 1:1 engagements that educate, empower, and enable customers to unlock measurable business value from their Salesforce investmentApply consultative discovery techniques to uncover business use cases, identify success metrics, and align product capabilities with customer objectivesProvide strategic, personalized recommendations that address specific business challenges and maximize product adoptionDesign customized Success Paths that map clear, actionable steps from onboarding through value realization, ensuring customers achieve their business goalsCultivate collaborative relationships with internal stakeholders and external partners to drive customer outcomes and contribute to organizational growthLeverage AI tools and knowledge-sharing platforms to scale expertise, contribute to the collective knowledge base, and continuously enhance the customer experienceRequired Qualifications 2+ 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 adoptionSalesforce experience – Hands-on experience with Salesforce and associated applicationsBachelor's degree or equivalent experience in Business, Technology, or related fieldBusiness acumen – Ability to understand and discuss customer business needs, value drivers, and success metrics across diverse industries and company sizesExceptional 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 executivesConsultative expertise – Proven experience guiding customers through business objectives, strategy development, and solution design with a customer-first approachRelationship-building skills – Natural ability to build rapport quickly, create trusted partnerships, and deliver a welcoming, energetic customer experienceTechnical aptitude – Hands-on experience with enterprise software solutions and demonstrated ability to quickly master new technologiesProblem-solving mindset – Think critically and creatively to resolve challenges independently or collaboratively in real-timeSelf-directed work style – Strong organizational skills, ability to prioritize competing demands, and proven success working independently in fast-paced, dynamic environmentsEnglish fluency – Professional proficiency required for customer-facing engagementsPreferred Qualifications • Salesforce certifications – Administrator, Advanced Administrator, and/or Consultant certifications • 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