Customer Onboarding Specialist

hace 1 mes

Ciudad de México CDMX Salesforce A tiempo completo

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 7 meses

    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,...

  • Onboarding Specialist

    hace 3 meses

    Ciudad de México, CDMX Fairplay A tiempo completo

    As 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 1 mes

    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...

  • Customer Onboarding Specialist

    hace 3 meses

    Ciudad de México, CDMX SiteMinder A tiempo completo

    At SiteMinder we believe the individual contributions of our employees are what drive our success. That’s why we hire and encourage diverse teams that include and respect a variety of voices, identities, backgrounds, experiences and perspectives. Our diverse and inclusive culture enables our employees to bring their unique selves to work and be proud of...

  • Enterprise Onboarding Specialist

    hace 2 semanas

    Ciudad de México, Ciudad de México Motive A tiempo completo

    About the Role:An expert in orchestrating seamless onboarding experiences for Motive's highest value customers. In this position, you will create and own the onboarding project, defining metrics for success, including Customer Kick Off, Go Live, and CSAT.The Enterprise Onboarding Specialist is a skilled project manager and Motive product expert who guides...

  • Customer Onboarding Specialist

    hace 6 meses

    Ciudad de México Healthatom A tiempo completo

    En 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 (Kyc) Specialist

    hace 7 meses

    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...

  • Functional Onboarding Specialist

    hace 7 meses

    Ciudad Juarez, México NASDAQ A tiempo completo

    Functional 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...

  • Customer Onboarding Manager

    hace 6 meses

    Ciudad de México Healthatom A tiempo completo

    En 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...

  • Motive Onboarding Specialist

    hace 3 semanas

    Ciudad de México, Ciudad de México Motive A tiempo completo

    About the Role:An expert in driving successful onboarding projects for Motive's high-value customers. You will create and own the onboarding project plan, including metrics for success, such as Customer Kick Off, Go Live, and CSAT.This role combines strong project management skills with in-depth knowledge of Motive products to guide clients through complex...

  • Expert Onboarding Specialist

    hace 2 meses

    Ciudad de México, Ciudad de México Motive A tiempo completo

    About the Role: An expert at initiating, controlling, and delivering successful deployment projects of Motive hardware and software with our highest value customers. In this role, you will create and own the onboarding project along with its metrics for success, including but not limited to Customer Kick Off, Go Live, and CSAT. The Implementation Consultant...

  • Customer Onboarding Specialist

    hace 4 semanas

    Ciudad de México, Ciudad de México Thomson Reuters A tiempo completo

    About the RoleIn this opportunity, you will play a vital role in ensuring customer due diligence reviews are completed efficiently. You will work closely with internal partners and directly with customers to receive documentation and information in a timely manner.Support customer due diligence reviews by coordinating with internal teams and communicating...

  • Onboarding Solutions Expert

    hace 1 mes

    Ciudad de México, Ciudad de México Nasdaq A tiempo completo

    Nasdaq is seeking an experienced Onboarding Solutions Expert to join our team.As a Functional Onboarding Specialist, you will be responsible for providing essential support and guidance to customers from early stages until go-live of NTS service implementation and usage.This role requires strong communication skills and the ability to work closely with...

  • Technical Onboarding Specialist

    hace 7 meses

    Ciudad Juarez, México METRIO A tiempo completo

    As a "Technical Onboarding Specialist", you will be responsible for onboarding new and existing customers onto the Nasdaq Trade Surveillance Software as a Service (SaaS). In this role, you will manage the customers and internal stakeholders and perform hands-on technical integration & data testing to onboard customers. You can expect an autonomous but...

  • Onboarding Specialist

    hace 2 meses

    Ciudad de México, CDMX Salesforce A tiempo completo

    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...

  • Capital Markets Onboarding Expert

    hace 2 meses

    Ciudad de México, Ciudad de México Nasdaq A tiempo completo

    Key Responsibilities:As a Technical Onboarding Specialist, you will be responsible for onboarding new and existing customers onto the Nasdaq Trade Surveillance Software as a Service (SaaS). This involves managing customers and internal stakeholders, performing hands-on technical integration & data testing, and ensuring seamless onboarding experiences.Client...

  • Partner Experience Onboarding Specialist

    hace 6 meses

    Ciudad de México Qualtrics A tiempo completo

    At Qualtrics, we create software the world’s best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform—we are the creators and stewards of the Experience Management category serving over 18K clients globally. Building a category takes grit, determination,...

  • Customer Success

    hace 3 días

    Ciudad de México Mapal Group A tiempo completo

    **Location**: Mexico **Salary**: based on experience **Contract**: freelance with future options to be hired with permanent contract. The Onboarding Consultant will work directly with a customer in a consulting fashion to determine, document and prepare the customer with their requirements analysis for the successful implementation of our Digital...

  • Senior Customer Onboarding Manager

    hace 1 mes

    Ciudad de México, CDMX SiteMinder A tiempo completo

    At SiteMinder we believe the individual contributions of our employees are what drive our success. That’s why we hire and encourage diverse teams that include and respect a variety of voices, identities, backgrounds, experiences and perspectives. Our diverse and inclusive culture enables our employees to bring their unique selves to work and be proud of...

  • Onboarding Specialist

    hace 6 meses

    Ciudad de México Citi A tiempo completo

    The Client Onboard Analyst 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...