Onboarding Success Specialist

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

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