Onboarding Consultant

TaskRay•Denver, CO

4d•$93,000 - $117,000•Hybrid

About The Position

First impressions matter. TaskRay is on a mission to ensure businesses get off to a great start with a flawless customer onboarding experience. TaskRay is the leader in customer onboarding in the Salesforce ecosystem. We help companies manage their onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences – all within Salesforce. Culture is at the heart of TaskRay. We look for team members who share our values and bring them to life in their own ways. If these resonate with you, TaskRay could be the place for you: Connection. Cultivate authentic connections with customers, partners, and each other. We believe in a customer-first mindset across everything we do, continuously learning and focusing on the ‘We’ rather than the ‘I’. Integrity. We are transparent, sharing information and feedback freely. We infuse every action with honesty, fairness, and respect for customers and colleagues alike. We do the right thing, even when no one is watching. Hunger. We have high expectations and expect high performance of ourselves and our teams. We constantly look to innovate and improve, unleashing our creativity and persistence to find solutions and deliver exceptional results. Thrive. We love what we do and bring our best selves to work every day. We show up as real human beings who speak from the heart, value others’ contributions and invest in each other’s growth. As an Onboarding Consultant, you will be the first point of contact for new customers post-sale, primarily for mid-market and enterprise accounts, helping them get up and running successfully with TaskRay. You’ll ensure a positive initial experience, drive early and long-term value, and provide both strategic and technical guidance. You’ll manage onboarding projects, support solution design, and perform hands-on configuration of TaskRay within Salesforce environments.

Requirements

3-5+ years of experience with mid-market to enterprise sized B2B customers in roles such as an Implementation Specialist, Onboarding Consultant, Solutions Consultant, or similar
3-5+ years of experience in a technical Salesforce.com role, whether in Implementation, Salesforce Admin, or similar
Intermediate to advanced Salesforce Administrator skills
Salesforce Administrator Certification required; additional certifications are a plus
Demonstrated problem solving skills and ability to build and maintain strong client relationships
Skilled at balancing technical terminology with business acumen
Exceptional written and verbal communication; concise, persuasive, and empathetic
Highly organized and efficient with exceptional follow through
Solid project management skills
Able to work at different levels within the organization; technical user to C level

Nice To Haves

Salesforce Platform App Builder Certification preferred

Responsibilities

Own the onboarding process for TaskRay customers, setting them up for long-term success, bringing in senior resources as needed
Serve as the customer’s primary project manager, managing expectations, dependencies, and deliverables throughout the onboarding journey
Effectively engage with stakeholders at all levels, including C-suite, to drive alignment, progress, and outcomes
Participate in late-stage pre-sales engagements helping shape the scope and plan for trials, paid POCs, and onboardings
Conduct discovery through a business review and solutioning process to understand customer needs and define an optimal path to value
Lead TaskRay setup, configuration, and support for customers with onboarding packages, working in both internal and customer sandboxes
Consult and guide customers on TaskRay best practices, setup strategies, and configuration options based on their goals
Support customers in testing and deployment processes
Lead customer training sessions in partnership with an assigned Customer Success Manager
Create and deliver onboarding materials to support customer enablement
Own key onboarding KPIs, including time to go-live and post-onboarding customer satisfaction scores