Salesforce Onboarding & Value Advisor

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

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