Tableau Onboarding Specialist, Success Guide

Salesforce • Indianapolis, IN

8d

About The Position

Onboarding Specialists warmly welcome our newest Salesforce 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 strong knowledge 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 stakeholders 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.

Requirements

• Proven 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.
• Able to apply customer success concepts, practices, and procedures to help drive customer success.
• Excellent presentation skills and the ability to hold the attention of a large group of attendees
• Comfortably navigating conversations with stakeholders at all levels, Administrators to C-suite
• Must have Languages - Proficiency in English is essential
• Business Acumen - ability to discuss customer’s business needs and expected 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 stakeholders from Admin to C-suite
• Consultative Engagements with Customers - experience consulting customers on their business objectives and business strategy.
• Customer-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 setting
• Organizational Change - accepting change as a constant and ability to thrive in a dynamic environment

Nice To Haves

• Salesforce Certifications - Salesforce Admin, Advanced Admin and/or Consultant Certifications are an advantage
• CRM Platforms - Hands-on experience with a CRM platform suite and associated applications (Salesforce preferred)
• Tableau - Tableau experience and/or Data Cloud certification(s) is an advantage
• Project management - understanding of Project Management principles
• Software implementation - experience with successful software implementation/roll outs, in-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

Responsibilities

• Become a Salesforce subject-matter expert for specific Salesforce products focusing on accelerating the initial "time to value" for new customers
• 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 contribute to the overall knowledge base and expertise of the community

Benefits

• Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program.
• More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level