Onboarding Specialist (Spiff)

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

Customer Onboarding Specialists warmly welcome new Spiff customers post-sale, ensuring a positive first experience and setting the foundation for achieving their business objectives. This role is focused on helping customers achieve rapid time to value while building the knowledge they need to grow with Spiff and the broader Salesforce Platform.
As a trusted advisor during the onboarding phase, you'll collaborate with customers and internal stakeholders to guide pre-implementation readiness and create meaningful early-stage conversations that set customers up for success.
We're looking for a passionate, customer-centric team member who thrives in dynamic environments and brings both a results-oriented mindset and a positive, agile attitude. Your work will directly shape the customer experience from day one—building lasting engagement, driving real value, and reinforcing Salesforce's reputation as an industry leader.

Job 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

Required 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

Preferred Qualifications

• Customer-facing experience in Finance, RevOps, or Sales Operations, with a proven track record of helping customers achieve business outcomes through technology adoption
• Data & Systems Literacy - Proficient in data integration, mapping, and system connectivity to support seamless Spiff implementation
• Software implementation experience – Prior experience with ICM tools (CaptivateIQ, Xactly, Varicent)
• Salesforce certifications – Administrator, Advanced Administrator, and/or Consultant certifications
• Deep understanding of customer success methodologies – Including onboarding frameworks, adoption strategies, value realization models, and consultative engagement approaches
• Project management knowledge – Understanding of project management methodologies and best practices
• Data literacy – Ability to create, interpret, and leverage reports and dashboards to drive insights and decisions
• AI and automation proficiency – Demonstrated use of AI assistants and automation tools to scale productivity and enhance customer outcomes