Full-time

Salesforce, Inc. is hiring a Tableau Onboarding Specialist, Success Guide

About the Role

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.

Required Skills
TableauSalesforce Customer 360 SuiteCRM platformsData AnalysisData VisualizationBusiness IntelligenceCustomer SuccessOnboardingConsultingTrainingCommunicationProject ManagementStakeholder ManagementProblem Solving
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About company
Salesforce, Inc.

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. The company leads workforce transformation in the agentic era.

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Posted a month ago