Onboarding Architect: AI-Driven Customer Success

Salesforce; Indianapolis (IN); On-site; USD 65,000 - 90,000; Full time

Job summary

Salesforce is seeking a Customer Onboarding Specialist to warmly welcome new Spiff customers post-sale, helping them achieve rapid time to value and set foundations for their business objectives.

As a trusted advisor, you'll collaborate with customers and internal stakeholders to guide pre‑implementation readiness, design customized Success Paths, and deliver high‑impact virtual 1:1 engagements that demonstrate measurable value from the Spiff investment.

Qualifications

• 3+ years of spreadsheet proficiency - specifically with VLOOKUP, data modeling, and formula logic.
• 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.

Responsibilities

• Serve as a Salesforce subject‑matter expert for Spiff 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 Spiff ecosystem
• Deliver high‑impact virtual 1:1 engagements that educate, empower, and enable customers to unlock measurable business value from their Spiff 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

Skills

VLOOKUP

Data modeling

Formula logic

Education

Bachelor's degree or equivalent in Business/Technology/related field

Tools

Salesforce

Job description

Salesforce is seeking a Customer Onboarding Specialist to warmly welcome new Spiff customers post-sale, helping them achieve rapid time to value and set foundations for their business objectives.

As a trusted advisor, you'll collaborate with customers and internal stakeholders to guide pre‑implementation readiness, design customized Success Paths, and deliver high‑impact virtual 1:1 engagements that demonstrate measurable value from the Spiff investment.