Onboarding Specialist – Tableau

Onboarding Specialist – Tableau

Requirements

• 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

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

Preferred Qualifications

• Salesforce Certifications – Salesforce Admin, Advanced Admin and/or Consultant Certifications are an advantage
• CRM Platforms – Hands-on experience with aCRM platform suite and associated applications (Salesforce preferred)
• Tableau – Tableau experience and/or 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