Onboarding Specialist: AI CRM Success Architect

salesforce.com, inc.

Indianapolis (IN)

On-site

USD 55,000 - 75,000

Full time

14 days+

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Job summary

Salesforce is seeking a Customer Onboarding Specialist for Spiff to welcome new customers post-sale and ensure a positive first experience. You will guide pre-implementation readiness, build early conversations, and set customers up for success within the Spiff ecosystem.

You will collaborate with customers and internal teams to tailor onboarding, discover business use cases, and deliver personalized recommendations that drive measurable value and faster time-to-value.

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