Onboarding Specialist - Trusted Services

Customer Success Onboarding Specialist

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 onebuilding 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

• 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 adoption
• Salesforce experience Hands-on experience with Salesforce and associated applications
• 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

Preferred 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 the recruiting process, 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.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions.