Salesforce is looking for a Tableau Onboarding Specialist, Success Guide to be the warm welcome for new customers after their purchase. In this role, you will ensure a positive initial experience and help customers achieve their business objectives by building a strong foundation for future growth with Salesforce products.
What You'll Do
- Become a subject-matter expert for specific Salesforce products, focusing on accelerating initial time to value for new customers.
- Be the customer’s first point of contact post-sale, warmly welcoming them into the Salesforce ecosystem.
- Deliver virtual 1:1 engagements to educate and empower customers to achieve business value using the Salesforce Customer 360 Suite.
- 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 to 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.
What We're Looking For
- Proven track record in delivering success with customer-facing presentations and engagements.
- Relevant 3rd-level degree or equivalent qualification.
- 2+ years of relevant work experience helping customers achieve full business potential through technology.
- Ability to work independently as a self-starter, manage time, prioritize activities, and perform 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.
- Comfort navigating conversations with stakeholders at all levels, from Administrators to C-suite.
- Proficiency in English is essential.
- Strong business acumen and ability to discuss customer needs and expected value across industries and company sizes.
- Exceptional communication, relationship-building, and consultative engagement skills.
- Technical acumen with software solutions and the ability to learn new technology fast.
- Strong problem-solving skills and the ability to thrive in a dynamic, changing environment.
Nice to Have
- Salesforce Certifications: Salesforce Admin, Advanced Admin, and/or Consultant Certifications.
- Hands-on experience with a CRM platform suite and associated applications (Salesforce preferred).
- Tableau experience and/or Data Cloud certification(s).
- Understanding of Project Management principles.
- Experience with successful software implementation/roll outs and the ability to communicate on developing a successful Implementation Strategy.
- Data literacy: ability to create and read reports and data.
Technical Stack
- Salesforce Customer 360 Suite
- Tableau
- CRM platforms
Team & Environment
You will collaborate closely with internal stakeholders and customers to drive success.
Benefits & Compensation
- Time off programs
- Medical, dental, vision, and mental health support
- Paid parental leave
- Life and disability insurance
- 401(k)
- Employee stock purchasing program
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment.




