Onboarding Specialist - Trusted Services

Leadout Capital; Seattle (WA); On-site; USD 85,000 - 125,000; Full time

Job summary

Leadout Capital is seeking a Customer-Facing Trusted Service Onboarding Specialist to guide new Salesforce customers through post-sale onboarding and achieve rapid time to value. You will act as a trusted advisor, align product capabilities with customer goals, and design Success Paths that map concrete steps from onboarding to value realization.

Ideal candidates bring 2+ years of customer-facing experience, hands-on Salesforce knowledge, and strong communication skills to collaborate with

Qualifications

• 2+ years of customer-facing experience in consulting, customer success, or solutions delivery
• 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
• Exceptional communication and presentation skills – Articulate ideas clearly and persuasively in written and verbal formats
• Consultative expertise – Proven experience guiding customers through objectives, strategy development, and solution design
• Relationship-building skills – Build rapport quickly and deliver a welcoming customer experience
• Technical aptitude – Hands-on experience with enterprise software solutions and ability to master new technologies
• Problem-solving mindset – Think critically and creatively to resolve challenges
• Self-directed work style – Strong organizational skills and ability to work independently in fast-paced environments
• English fluency – Professional proficiency for customer-facing engagements

Responsibilities

• Serve as a Salesforce subject-matter expert for Sales Cloud products
• Own the post-sale customer welcome experience and onboard new customers
• Deliver high-impact virtual 1:1 engagements that educate and empower customers
• Apply consultative discovery techniques to uncover business use cases and align product capabilities
• Provide strategic, personalized recommendations to maximize product adoption
• Design customized Success Paths from onboarding through value realization
• Cultivate collaborative relationships with internal and external stakeholders
• Leverage AI tools and knowledge-sharing platforms to scale expertise

Skills

Customer-facing experience

Salesforce experience

Communication skills

Problem-solving

Self-directed work style

English fluency

Consultative expertise

Relationship-building

Technical aptitude

Executive stakeholder engagement

Education

Bachelor's degree or equivalent

Tools

Salesforce

Job description

Customer-Facing Trusted Service Onboarding Specialists warmly welcome new Salesforce 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 Trusted Services 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 Sales Cloud 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 Salesforce ecosystem
• Deliver high-impact virtual 1:1 engagements that educate, empower, and enable customers to unlock measurable business value from their Salesforce 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

• 2+ years of customer-facing experience in consulting, customer success, or solutions delivery, with a proven track record of helping customers achieve business outcomes through technology adoption
• 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

• 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
• Software implementation experience – Track record of successful software implementations, including developing and communicating effective rollout strategies
• 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