Spiff - Onboarding Specialist

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Job Category

Customer Success

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

Customer Specialists

warmly welcome new Spiff customers post-sale, ensuring a positive first experience and setting the foundation for achieving their business objectives. This role is focused on helping customers achieve rapid time to value while building the knowledge they need to grow with Spiff and the broader Salesforce Platform.

As a trusted advisor during the phase, you'll collaborate with customers and internal stakeholders to guide pre-implementation readiness and create meaningful early-stage conversations that set customers up for success.

We're looking for a passionate, customer-centric team member who thrives in dynamic environments and brings both a results-oriented mindset and a positive, agile attitude. Your work will directly shape the customer experience from day—building lasting engagement, driving real value, and reinforcing Salesforce's reputation as an industry leader.

• Job Responsibilities:

Serve as a Salesforce subject-matter expert

for Spiff products, accelerating customer time-to-value and driving rapid adoption of core functionality

Own the post-sale customer welcome experience

, establishing trusted advisor relationships and seamlessly new customers into the Spiff ecosystem

Deliver high-impact virtual 1:1 engagements

that educate, empower, and enable customers to unlock measurable business value from their Spiff investment

Apply consultative discovery techniques

to uncover business use cases, identify success metrics, and align product capabilities with customer objectives

Provide strategic, personalized recommendations

that address specific business challenges and maximize product adoption

Design customized Success Paths

that map clear, actionable steps from through value realization, ensuring customers achieve their business goals

Cultivate collaborative relationships

with internal stakeholders and external partners to drive customer outcomes and contribute to organizational growth

Leverage AI tools and knowledge-sharing platforms

to scale expertise, contribute to the collective knowledge base, and continuously enhance the customer experience

Required Qualifications

3+ years of spreadsheet proficiency -

specifically with VLOOKUP, data modeling, and formula logic

Salesforce experience

– hands-on experience with Salesforce and associated applications

Bachelor's degree or equivalent experience

in Business, Technology, or related field

Business acumen

– Ability to understand and discuss customer business needs, value drivers, and success metrics across diverse industries and company sizes

Exceptional communication and presentation skills

– Articulate ideas clearly and persuasively in written and verbal formats; confidently engage diverse stakeholder groups from system administrators to C-suite executives

Consultative expertise

– Proven experience guiding customers through business objectives, strategy development, and solution design with a customer-first approach

Relationship-building skills

– Natural ability to build rapport quickly, create trusted partnerships, and deliver a welcoming, energetic customer experience

Technical aptitude

– Hands-on experience with enterprise software solutions and demonstrated ability to quickly master new technologies

Problem-solving mindset

– Think critically and creatively to resolve challenges independently or collaboratively in real-time

Self-directed work style

– Strong organizational skills, ability to prioritize competing demands, and proven success working independently in fast-paced, dynamic environments

English fluency

– Professional proficiency required for customer-facing engagements

Preferred Qualifications

Customer-facing experience

in Finance, RevOps, or Sales Operations, with a proven track record of helping customers achieve business outcomes through technology adoption

Data & Systems Literacy

• Proficient in data integration, mapping, and system connectivity to support seamless Spiff implementation

Software implementation experience

– Prior experience with ICM tools (CaptivateIQ, Xactly, Varicent)

Salesforce certifications

– Administrator, Advanced Administrator, and/or Consultant certifications

Deep understanding of customer success methodologies

– Including frameworks, adoption strategies, value realization models, and consultative engagement approaches

Project management knowledge

– Understanding of project management methodologies and best practices

Data literacy

– Ability to create, interpret, and leverage reports and dashboards to drive insights and decisions

AI and automation proficiency

– Demonstrated use of AI assistants and automation tools to scale productivity and enhance customer outcomes

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

Accommodations

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Posting Statement

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• Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

• 3+ years of spreadsheet proficiency - specifically with VLOOKUP, data modeling, and formula logic
• Salesforce experience – hands-on experience with Salesforce and associated applications
• Bachelor's degree or equivalent experience in Business, Technology, or related field
• Business acumen – Ability to understand and discuss customer business needs, value drivers, and success metrics across diverse industries and company sizes
• Exceptional communication and presentation skills – Articulate ideas clearly and persuasively in written and verbal formats; confidently engage diverse stakeholder groups from system administrators to
• Consultative expertise – Proven experience guiding customers through business objectives, strategy development, and solution design with a customer-first approach
• Relationship-building skills – Natural ability to build rapport quickly, create trusted partnerships, and deliver a welcoming, energetic customer experience
• Technical aptitude – Hands-on experience with enterprise software solutions and demonstrated ability to quickly master new technologies
• Problem-solving mindset – Think critically and creatively to resolve challenges independently or collaboratively in real-time
• Self-directed work style – Strong organizational skills, ability to prioritize competing demands, and proven success working independently in fast-paced, dynamic environments
• English fluency – Professional proficiency required for customer-facing engagements
• Customer-facing experience in Finance, RevOps, or Sales Operations, with a proven track record of helping customers achieve business outcomes through technology adoption
• Data & Systems Literacy - Proficient in data integration, mapping, and system connectivity to support seamless Spiff implementation
• Software implementation experience – Prior experience with ICM tools (CaptivateIQ, Xactly, Varicent)
• Salesforce certifications – Administrator, Advanced Administrator, and/or Consultant certifications
• Deep understanding of customer success methodologies – Including frameworks, adoption strategies, value realization models, and consultative engagement approaches
• Project management knowledge – Understanding of project management methodologies and best practices
• Data literacy – Ability to create, interpret, and leverage reports and dashboards to drive insights and decisions
• AI and automation proficiency – Demonstrated use of AI assistants and automation tools to scale productivity and enhance customer outcomes