Customer Onboarding Specialist

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. About the Role Onboarding Specialists are the first technical partners for our newest Slack Premier and Signature customers. We help them hit the ground running by building a strong product foundation, achieving early wins, and setting the stage for long term success on Slack and the broader Salesforce platforms. We act as trusted advisors during the onboarding phase, guiding customers through pre-implementation readiness and collaborating with internal teams to make the process smooth and straightforward. Your work will directly influence customer experience, setting the stage for long-term engagement and success. By delivering outstanding value in the initial stages of the customer’s journey, you will contribute to our customers’ success and reinforce Salesforce's reputation as an industry leader. Your Impact Welcome and Onboard New Customers: Be the friendly, knowledgeable first point of contact after the sale. You'll run initial discovery sessions, build personalized onboarding plans, and ensure a seamless handoff from sales to implementation. Accelerate Adoption: Help customers get to value faster by spotting adoption gaps, showcasing high impact features, and creating tailored success plans. You'll track meaningful outcomes like time to production, feature adoption, and integration reliability. Support Migrations: Guide customers through enterprise plan migrations including SSO and any Grid/Enterprise+ plan prerequisites and help troubleshoot blockers like complex integrations or API challenges. You'll be their technical lifeline during this phase and help to keep things moving without sacrificing thoroughness. Champion Best Practices: Share guidance, translate business goals into practical recommendations, and surface recurring friction points back to Product and Engineering. You're the voice of the customer internally, and a trusted guide externally What You’ll Do ● Become a Slack subject matter expert, with a focus on fast time to value for new customers. ● Serve as the customer's first point of contact post-sale and welcome them into the ecosystem. ● Run virtual 1:1 sessions to educate customers about the product and walk them through key features such as Slackbot, Slack Connect, Workflows, Salesforce connectors, and more. ● Use consulting skills to uncover business objectives and set customers up for long term success. ● Build customized Success paths that map out the steps to meet each customer's goals. ● 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 Customer Success community. ● Turn satisfied customers into enthusiastic Slack advocates. What You Should Have ● 4+ years of experience helping customers get real business value from technology ● A track record of strong customer-facing engagement. You can hold a room, whether it's a small admin team or a C-suite audience. ● Comfort navigating conversations at all levels, from administrators to executives. ● The ability to work independently, manage your own time, and stay focused under pressure ● A consultative mindset. You ask good questions, uncover business objectives, and tailor your approach accordingly. ● Strong relationship-building skills. You are personable, energetic, and able to make customers feel genuinely welcomed. ● Technical fluency with software solutions and the ability to pick up new tools quickly ● Solid understanding of at least one object-oriented language (Java, JavaScript, Node.js, Python, or SQL). ● Experience with Slack or Salesforce products. Nice to Have ● Prior experience in a hands-on technical customer role ex. Technical Support, Solutions Engineering, Professional Services, or Customer Success Engineering. ● Experience building conversational AI solutions, especially in regulated industries. ● Familiarity with project management principles and software implementation best practices. ● Slack or Salesforce Admin/Consultant certifications. 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 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. Experience Level Mid Level