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Job Category
Customer Success
Job Details
About Salesforce
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Onboarding Guides proactively engage our newest Salesforce customers before and during implementation to ensure a positive initial experience with Salesforce. This role focuses on helping customers achieve rapid "time to value" while building a good foundation for future growth with their chosen Salesforce clouds/products and the broader Salesforce Platform.
Onboarding Guides engage internal collaborators and customers to guide initial onboarding/implementation conversations; meeting our customers short and long term objectives and setting them on the path for continued success by prescribing personalised Learning Journeys.
Your work will directly influence customer happiness and dedication, setting stage for long-term engagement and success. By delivering outstanding value in the initial stages of the customer's journey, you will give in to Salesforce's reputation as an industry leader.
Responsibilities:
Become a Salesforce subject-matter guide for your chosen Cloud/Product, focusing on accelerating the initial "time to value" for new customers.
Deliver virtual authority engagements to educate and empower our customers to achieve business value through the Salesforce Core platform
Provide relevant recommendations specific to customers' business needs
Apply consulting skills to uncover initial business use-cases, setting the stage for long term customer success.
Engage with customers to navigate the setup and administration of their Salesforce instance, ensuring a positive initial outcome.
Co-create quick-start guides and playbooks aligned with customer needs.
Build positive relationships with both internal and external business partners, chipping in to broader goals and growth.
Actively leverage and chip in to the overall knowledge base and expertise of the community
Requirements:
Degree or equivalent relevant experience required. Experience will be evaluated based on the core competencies for the role, military experience, volunteer roles, work experience, etc.)
2 to 3 years of significant work experience helping customers achieve full business potential through technology.
Able to work independently as a self-starter, handle time and prioritize activities while performing effectively under pressure.
Proven track record in delivering success leading customer-facing presentations and engagements with strong communication and presentation skills.
Able to apply customer success concepts, practices, and procedures to help drive customer success.
Preferred Qualifications and Skills:
Salesforce Admin, Adv Admin and/or Consultant Certifications an advantage.
Hands-on experience with a CRM platform suite and associated applications (Salesforce preferred).
Understanding of, and ability to effectively communicate on the topic of developing a successful Implementation Strategy
Consultative and customer focused approach and engagement style.
Ability to navigate, advance, and lead efforts on sophisticated customer requests or projects involving multiple parties and enterprise systems
Deep technical knowledge of Salesforce products and platform - features, capabilities, standard methodologies and how to deploy, including knowledge of the Salesforce ecosystem
Ability to prioritize, multi-task, and perform effectively under pressure
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