Onboarding Specialist - Trusted Services

Salesforce; Washington; On-site; USD 70,000 - 100,000; Full time

Job summary

Salesforce is seeking a Customer Success onboarding specialist to warmly welcome new customers after purchase and guide them through early adoption. You will be a trusted advisor, shaping initial success conversations and aligning product capabilities with customer goals in the Salesforce ecosystem.

You will deliver personalized 1:1 engagements, uncover business use cases, and design clear PATHs from onboarding to value realization while collaborating with internal teams to scale expertise and

Qualifications

• 2+ years in customer-facing roles delivering technology-enabled business outcomes.
• Hands-on Salesforce experience and familiarity with related applications.
• Bachelor’s degree or equivalent experience in Business, Tech, or related field.
• Strong business acumen to discuss value drivers and metrics.
• Excellent written and verbal communication; ability to engage diverse stakeholders.
• Consultative approach to guiding customers through objectives and designs.
• Ability to build relationships and foster trust quickly.
• Solid technical aptitude and ability to master new tools quickly.
• Strong problem-solving skills and self-direction in fast-paced settings.
• Proficiency in English for customer-facing engagements.

Responsibilities

• Serve as Salesforce subject-matter expert for Sales Cloud and related functions.
• Own the post-sale customer welcome experience and onboarding into the ecosystem.
• Deliver high-impact virtual 1:1 engagements to drive value realization.
• Apply consultative discovery to map business use cases and success metrics.
• Provide strategic, personalized recommendations to boost adoption.
• Design customized Success Paths from onboarding to value realization.
• Collaborate with internal teams and external partners to achieve outcomes.
• Leverage AI tools and knowledge-sharing to scale insights and support.

Skills

Customer-facing

Salesforce experience

Communication

Consultative selling

Relationship-building

Technical aptitude

Problem-solving

Self-directed work

English fluency

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

CRM software

Job description

Job Category

Customer Success

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You're in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

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-timeSelf-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 p