Onboarding Specialist: Rapid Salesforce Value & Adoption

Leadout Capital; Indianapolis (IN); On-site; USD 70,000 - 110,000; Full time

Job summary

Spiff is seeking a Customer Onboarding Specialist to welcome new customers and accelerate time-to-value on the Salesforce Platform. You will guide pre-implementation readiness, educate customers, and establish trusted advisor relationships that support rapid adoption of core Spiff functionality.

In this role, you’ll design tailored onboarding journeys, deliver personalized 1:1 sessions, and collaborate with internal teams to ensure measurable value and strong customer satisfaction from day one.

Qualifications

• Bachelor’s degree or equivalent experience in Business, Technology, or related field.
• 3+ years of spreadsheet proficiency with functions like VLOOKUP and data modeling.
• Hands-on Salesforce experience and familiarity with related applications.
• Strong business acumen and ability to discuss customer needs and metrics.
• Excellent communication and presentation skills for diverse stakeholders.
• Experience guiding customers with a consultative, outcome-focused approach.
• Ability to build rapport and deliver a welcoming customer experience.
• Technical aptitude with enterprise software and quick tech ramp-up.
• Strong problem-solving skills and independent, organized work style.
• Professional English language fluency for customer-facing engagements.

Responsibilities

• Serve as a Salesforce subject-matter expert for Spiff products and enable rapid adoption.
• Own the post-sale customer welcome experience and onboarding into the Spiff ecosystem.
• Deliver high-impact virtual 1:1 engagements to educate and enable customers.
• Apply consultative discovery to uncover use cases and success metrics.
• Provide strategic, personalized recommendations addressing business challenges.
• Design customized Success Paths from onboarding through value realization.
• Collaborate with internal and external stakeholders to drive outcomes.
• Leverage AI tools and knowledge platforms to scale expertise and support.

Skills

Spreadsheet proficiency

Salesforce experience

Business acumen

Exceptional communication

Consultative expertise

Relationship-building

Technical aptitude

Problem-solving mindset

Self-directed work style

English fluency

Bachelor's degree or equivalent

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

CaptivateIQ

Xactly

Varicent

Job description

Spiff is seeking a Customer Onboarding Specialist to welcome new customers and accelerate time-to-value on the Salesforce Platform. You will guide pre-implementation readiness, educate customers, and establish trusted advisor relationships that support rapid adoption of core Spiff functionality.

In this role, you’ll design tailored onboarding journeys, deliver personalized 1:1 sessions, and collaborate with internal teams to ensure measurable value and strong customer satisfaction from day one.