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About the Role

This role enables the scalability of Onboarding Managers by completing configuration tasks, building Salesforce reports and dashboards, and creating customer slide decks. It ensures data accuracy, monitors platform adoption, and identifies at-risk customers to guarantee license adoption. The position offers visibility into global Customer Onboarding operations, combining data mastery with client interaction.

Responsibilities

Complete configuration tasks.
Build Salesforce reports and dashboards for customers.
Build customer slide decks.
Ensure accuracy of behind-the-scenes data.
Proactively monitor platform adoption trends.
Identify and address at-risk customers early to guarantee license adoption.
Sanitize data and document processes.
Perform Salesforce and Sitetracker setup configuration.
Nurture relationships with lower-complexity, smaller-tier client portfolios.
Guide clients through their onboarding journey.
Build adoption dashboards.
Audit user license utilization.
Run data diagnostics across client accounts.
Handle routine platform configuration and data imports.
Resolve simple user permission and layout visibility issues.
Execute user and permission set provisioning in Sandbox and Production environments.
Help customers build reports and dashboards leveraging knowledge of Salesforce/Sitetracker Object Models and data mapping logic.
Lead small groups of end users through low touch customer engagements.
Manage a portfolio of multiple low-touch accounts.
Translate basic technical product workflows into clear, actionable steps.
Transform customer feedback into valuable internal knowledge-base articles or self-service video walkthroughs.
Identify and capitalize on opportunities for expansion within small accounts.
Support Onboarding Managers with essential administrative tasks.
Ensure project readiness for enterprise launches.
Take ownership of a portfolio of small, low-touch accounts.
Guide accounts to adoption milestone completion and high customer satisfaction.
Develop and implement initial reusable adoption plans and internal configuration playbooks.
Improve elements of the onboarding lifecycle.
Proactively monitor platform adoption trends across assigned accounts.
Identify and act on anomalies to sustain high engagement.
Support with complex setups.
Optimize customer readiness for all enterprise launches.
Lead the creation and refinement of comprehensive internal configuration playbooks and standardized client-facing assets.
Maintain 100% customer satisfaction and rapid milestone completion across an expanded small account portfolio.

Requirements

Employ sound evaluation, judgment, and interpretation to select the best course of action for complex scenarios.
Execute tasks independently, ensuring high-quality work that requires review only at critical junctures.
Build and maintain standard Salesforce Reports and dashboards to track key metrics.
Develop predictive templates that proactively flag at-risk accounts based on license utilization.
Craft executive-ready slide decks that directly link Sitetracker usage metrics to tangible customer business ROI.
Leverage knowledge of Salesforce/Sitetracker Object Models and data mapping logic.
Effectively lead small groups of end users through low touch customer engagements.
Confidently manage a portfolio of multiple low-touch accounts.
Translate basic technical product workflows into clear, actionable steps for diverse end users.
Transform customer feedback into valuable internal knowledge-base articles or self-service video walkthroughs.
Identify and capitalize on opportunities for expansion within small accounts based on their high adoption metrics.
Support Onboarding Managers with essential administrative tasks, ensuring project readiness for enterprise launches.
Take ownership of a portfolio of small, low-touch accounts, successfully guiding them to adoption milestone completion and high customer satisfaction.
Develop and implement initial reusable adoption plans and internal configuration playbooks, improving elements of the onboarding lifecycle.
Proactively monitor platform adoption trends across your assigned accounts, identifying and acting on anomalies to sustain high engagement.
Significantly contribute to the overall reduction of Time-to-Value across the board by supporting with complex setups and optimizing customer readiness for all enterprise launches.
Lead the creation and refinement of comprehensive internal configuration playbooks and standardized client-facing assets.
Demonstrate mastery in maintaining 100% customer satisfaction and rapid milestone completion across your expanded small account portfolio.

Skills

Salesforce Reports
Salesforce Dashboards
Slide Deck Creation
Data Accuracy
Platform Adoption Monitoring
License Adoption
System Setups
Data Sanitization
Process Documentation
Salesforce Setup Configuration
Sitetracker Setup Configuration
Client Relationship Management
Adoption Dashboards
User License Utilization Auditing
Data Diagnostics
Platform Configuration
Data Imports
User Permission Resolution
Layout Visibility Issue Resolution
User Provisioning
Permission Set Provisioning
Salesforce Object Models
Sitetracker Object Models
Data Mapping Logic
Customer Engagements
Account Management
Technical Product Workflows
Customer Feedback Analysis
Knowledge Base Article Creation
Video Walkthrough Creation
Expansion Opportunity Identification
Administrative Tasks
Project Readiness
Adoption Milestone Completion
Customer Satisfaction
Adoption Plans
Configuration Playbooks
Onboarding Lifecycle Improvement
Platform Adoption Trends Monitoring
Anomaly Identification
Engagement Sustenance
Time-to-Value Reduction
Complex Setups
Customer Readiness Optimization
Client-Facing Asset Creation
Milestone Completion