
Customer Onboarding Specialist
hace 4 semanas
Job Category
Customer Success
Job Details
**About Salesforce**
We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good - you’ve come to the right place.Onboarding Specialists warmly welcome our newest Salesforce Premier customers post-sale before they begin the implementation process, to ensure a positive initial experience with Salesforce and the achievement of customer business objectives. This role focuses on helping customers achieve rapid time to value, while helping them build a solid understanding foundation for future growth with their chosen Salesforce clouds/products and the broader Salesforce Platform.
Acting as a trusted advisor to support customers during the onboarding phase and enable their pre-implementation readiness, our team collaborates with internal collaborators and customers to guide initial onboarding conversations.
We are looking for a passionate, customer-centric, and results-oriented learner with a positive attitude who is agile in the face of a dynamic environment to join our team. Your work will directly influence customer experience, setting the stage for long-term engagement and success. By delivering outstanding value in the initial stages of the customer’s journey, you will contribute to our customers’ success and reinforce Salesforce's reputation as an industry leader.
**Responsibilities**:
- Be the customer’s first point of contact post-sale and welcome them warmly into the ecosystem
- Deliver virtual 1:1 engagements to educate and empower our customers to achieve business value using the Salesforce Customer 360 Suite of Products
- Use consulting skills to uncover initial business use cases and objectives, setting the stage for long-term customer success.
- Provide relevant recommendations specific to customers’ business needs
- Create tailor-made Success Paths for customers, detailing the steps that will ensure their business objectives are met
- Build positive relationships with both internal and external business partners, contributing to broader goals and growth.Actively leverage and chip in to the overall knowledge base and expertise of the community
- **Experience**
- Consistent track record in delivering success leading customer-facing presentations and engagements with strong communication and presentation skills.
- Relevant 3rd-level degree or equivalent qualification.
- 2+ years of relevant work experience helping customers achieve full business potential through technology.
- Able to work independently as a self-starter, manage time and prioritize activities while performing effectively under pressure.
- Excellent presentation skills and the ability to hold the attention of a large group of attendeesComfortably navigating conversations with stakeholders at all levels, Administrators to C-suite
- **Qualifications and Skills**:
**Must have**
- Languages - Proficiency in English and Spanish is crucial, Portuguese is an asset
- Business Insight - ability to discuss customer’s business needs and encouraged business value across various industries and company sizes.
- Communication Skills - convey ideas and solutions clearly and effectively
- Presentation Skills - ability to hold the attention of and speak to a varied group of partners from Admin to C-suite
- Consultative Engagements with Customers - experience consulting customers on their business objectives and business strategy. C ustomer-focused approach and engagement style.
- Relationship Builder - personable and energetic, able to create rapport with our customers and provide a warm welcome
- Technical Acumen - experience with software solutions and ability to learn new technology fast
- Problem solving skills - thinking on your feet and finding solutions independently or in a group settingOrganizational Change - accepting change as a constant and ability to thrive in a dynamic environment
- **Advantageous**
- Salesforce Certifications - Salesforce Admin, Advanced Admin and/or Consultant Certifications are an advantage
- Project management - understanding of Project Management principles
- Software implementation - experience with successful software implementation/roll outs, i n-depth understanding and the ability to effectively communicate on the topic of developing a successful Implementation Strategy
- Data literacy - ability to create and read reports and data
- Ability to prioritize and perform effectively under pressure
Accommodations
Posting Statement
Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will rec
-
Customer Onboarding Specialist
hace 3 semanas
Ciudad de México sesametime A tiempo completo¡Hola! Estamos buscando al nuevo fichaje estrella para nuestro equipo como **Customer Onboarding Specialist** Somos Sesame HR, **la solución digital que ayuda a equipos de Recursos Humanos **, managers y empresas a optimizar los procesos de gestión de personal, centralizándolos en una sola plataforma. Antes de que te contemos lo que estamos buscando,...
-
Customer Onboarding Specialist
hace 9 horas
Ciudad de México, Ciudad de México Turnitin, LLC A tiempo completoAbout the RoleWe are seeking a highly skilled Customer Onboarding Specialist to join our team. As an Onboarding Consultant, you will be responsible for providing in-depth consulting services to customers on the implementation of our product suite.Key ResponsibilitiesOwn end-to-end onboarding process for all assigned customers, including change management,...
-
Customer Onboarding Specialist
hace 2 semanas
Ciudad de México Runa HR A tiempo completo**Position Summary** We are looking for a Customer Onboarding Specialist to ensure customers achieve their desired outcomes, boost response rates, and drive value throughout the Runa onboarding experience. You are a trusted advisor and can influence everything the customer touches in their first (and future) experience with us. You will train customers,...
-
Onboarding Specialist
hace 10 horas
Ciudad de México, Ciudad de México Apollo A tiempo completoOnboarding SpecialistThe mission of the Onboarding Specialist team is to deliver a seamless onboarding experience for new self-service customers in small and medium businesses (SMBs). This includes teaching them how to effectively use Apollo within the first 90 days, resulting in return on investment (ROI) from the platform.Responsibilities:Customer...
-
Motive Onboarding Specialist
hace 21 horas
Ciudad de México, Ciudad de México Motive A tiempo completoJob Title: Motive Onboarding SpecialistAbout the Role:An experienced expert plays a key role in ensuring the successful deployment of Motive hardware and software for our highest value clients.This specialist creates and owns the onboarding project along with its metrics for success, including Customer Kick Off, Go Live, and CSAT.The Motive Onboarding...
-
Onboarding Specialist
hace 7 días
Ciudad de México, CDMX Fairplay A tiempo completoAs an Onboarding Specialist at Fairplay, you will play a crucial role in ensuring the successful onboarding of our customers and setting the foundation for a positive and long-lasting relationship. You will be responsible for guiding customers through the onboarding process and providing them with the necessary support and resources to fully utilize our...
-
Client Onboarding Specialist
hace 4 días
Ciudad de México, CDMX Our World Energy A tiempo completo**Job Description: Client Onboarding Specialist** **Location: Mexico - Remote** **Reports to: Codi Guild** **Team: Internal Operations** **Job Summary**: As a **Client Onboarding Specialist**, you will be a crucial part of our new team focused on welcoming new clients. This role involves conducting welcome and compliance calls to ensure all customer...
-
Digital Onboarding Specialist
hace 6 días
Ciudad de México, Ciudad de México Turnitin, LLC A tiempo completoJob DescriptionThe Digital Onboarding Specialist is a critical role within our Customer Onboarding team, responsible for delivering outstanding training and support to customers in the Americas region.You will be working closely with our global team to develop and deliver high-quality training materials, ensuring that customers receive comprehensive guidance...
-
Customer Success Onboarding Specialist
hace 2 semanas
Ciudad de México Aivo A tiempo completoEl equipo de Onboarding está en la búsqueda de un Customer Success Onboarding Specialist para sumar al equipo. Buscamos profesionales que aporte a nuestra visión del área y sea incansable en la convicción de que Aivo es un referente en servicio al cliente. Sus principales responsabilidades serán: Registro y kick-off de los nuevos clientes; realizando...
-
E-commerce Onboarding Specialist
hace 6 días
Ciudad de México, Ciudad de México NielsenIQ A tiempo completoWe are seeking an E-commerce Onboarding Specialist to join our team at NielsenIQ. The successful candidate will be responsible for onboarding new e-commerce clients and ensuring they achieve maximum value from our solutions.About the RoleThis is an excellent opportunity to work with a leading provider of consumer intelligence solutions, helping e-commerce...
-
Onboarding Specialist
hace 1 día
Ciudad de México, Ciudad de México Tbwa ChiatDay Inc A tiempo completoAccelerate Revenue GrowthApollo.io is the leading go-to-market solution for revenue teams, trusted by over 500,000 companies and millions of users globally. As an Onboarding Specialist, you will play a critical role in unlocking customer potential and driving revenue growth. You will lead multiple onboarding calls daily, refining your expertise while...
-
Functional Onboarding Specialist
hace 3 semanas
Ciudad Juarez, México NASDAQ A tiempo completoFunctional Onboarding Specialists need to provide essential support and guidance to customers from early stages until go-live of NTS service implementation and usage. They are the point of contact for any queries, bespoke advise, troubleshooting, and coordinating with internal NTS teams to ensure a smooth onboarding process- Client Engagement: - Effectively...
-
Onboarding (Kyc) Specialist
hace 3 semanas
Ciudad de México Thomson Reuters A tiempo completo**Onboarding (KYC) Specialist** Are you passionate about the chance to bring your experience to a world-class company that is market-leading for both content and technology? If yes, we are looking for you. Join our team. The Customer Onboarding (KYC) Team is accountable for supporting customer vetting and entitlement activities to ensure compliance with...
-
Customer Onboarding Specialist
hace 2 semanas
Ciudad de México Healthatom A tiempo completoEn Healthatom estamos revolucionando la industria de la salud, usando la tecnología como una herramienta poderosa. Por eso, creamos soluciones que facilitan la gestión del día a día de cientos de clínicas, consultas y centros médicos. Como Healthatomers, compartimos un propósito en común: **mejorar la calidad y el acceso a la salud de las...
-
Onboarding Specialist Manager
hace 6 días
Ciudad de México, Ciudad de México Factorial HR A tiempo completoWe're seeking a highly motivated and experienced Customer Onboarding Manager who can lead our customer onboarding process to success.This role involves developing and executing an effective recruitment strategy to hire new Onboarding Specialists quickly and efficiently. As a team lead, you'll be responsible for managing a team of Onboarding Specialists,...
-
Onboarding Process Specialist
hace 4 días
Ciudad de México, Ciudad de México Safeguard Global A tiempo completoSafeguard Global helps 1500+ companies hire, manage, and pay employees in 170+ countries.About UsWe build adaptive solutions for organizations seeking to thrive in the global economy.This role is a key position within our organization and is responsible for providing world-class customer service to all new clients and their workers across the globe.Job...
-
Customer Onboarding Manager
hace 2 semanas
Ciudad de México Healthatom A tiempo completoEn Healthatom estamos revolucionando la industria de la salud, usando la tecnología como una herramienta poderosa. Por eso, creamos soluciones que facilitan la gestión del día a día de cientos de clínicas, consultas y centros médicos. Como Healthatomers, compartimos un propósito en común: **mejorar la calidad y el acceso a la salud de las...
-
Client Onboarding Specialist
hace 21 horas
Ciudad de México, Ciudad de México Aivo A tiempo completoWe are hiring a Client Onboarding Specialist to join our team and lead the successful onboarding of new clients. As a critical member of our implementation team, you will be responsible for ensuring a seamless and personalized onboarding experience that sets the tone for a long-term partnership.Key Accountabilities:Develop and execute customized onboarding...
-
Software Trainer
hace 4 semanas
Ciudad de México Book4time A tiempo completoBook4Time is a global leader in wellness and recreation management solutions for the hospitality market. Our SaaS platform manages the end-to-end guest experience and back office operations for hotels, resorts, casinos and private clubs in over 85 countries. We’re looking for a Software Trainer / Onboarding Implementation Specialist in the SaaS space who...
-
Onboarding Specialist
hace 3 semanas
Ecatepec de Morelos, México Scaleup A tiempo completoHi there!We are Scale Up and our client is looking for **an Onboarding Specialist!**Note to Applicants:- ** Application Language**:Please submit your CV in English.Applications submitted in other languages will not be considered.About the CompanyOur client is an innovative startup that automates personalized outreach and streamlines inbox management using...