The RoleAs an Onboarding Consultant, you will be the first point of contact for new customers post-sale, primarily for mid-market and enterprise accounts, helping them get up and running successfully with TaskRay. You'll ensure a positive initial experience, drive early and long-term value, and provide both strategic and technical guidance. You'll manage onboarding projects, support solution design, and perform hands-on configuration of TaskRay within Salesforce environments.
What You'll Do- Own the onboarding process for TaskRay customers, setting them up for long-term success, bringing in senior resources as needed
- Serve as the customer's primary project manager, managing expectations, dependencies, and deliverables throughout the onboarding journey
- Effectively engage with stakeholders at all levels, including C-suite, to drive alignment, progress, and outcomes
- Participate in late-stage pre-sales engagements helping shape the scope and plan for trials, paid POCs, and onboardings
- Conduct discovery through a business review and solutioning process to understand customer needs and define an optimal path to value
- Lead TaskRay setup, configuration, and support for customers with onboarding packages, working in both internal and customer sandboxes
- Consult and guide customers on TaskRay best practices, setup strategies, and configuration options based on their goals
- Support customers in testing and deployment processes
- Lead customer training sessions in partnership with an assigned Customer Success Manager
- Create and deliver onboarding materials to support customer enablement
- Own key onboarding KPIs, including time to go-live and post-onboarding customer satisfaction scores
What You Bring to the Table- 3-5+ years of experience with mid-market to enterprise sized B2B customers in roles such as an Implementation Specialist, Onboarding Consultant, Solutions Consultant, or similar
- 3-5+ years of experience in a technical Salesforce.com role, whether in Implementation, Salesforce Admin, or similar
- Intermediate to advanced Salesforce Administrator skills
- Salesforce Administrator Certification required; additional certifications are a plus
- Salesforce Platform App Builder Certification preferred
- Demonstrated problem solving skills and ability to build and maintain strong client relationships
- Skilled at balancing technical terminology with business acumen
- Exceptional written and verbal communication; concise, persuasive, and empathetic
- Highly organized and efficient with exceptional follow through
- Solid project management skills
- Able to work at different levels within the organization; technical user to C level
CompensationCash compensation for this role is commensurate with experience. Estimated total on target earnings range is between $93,000 - $117,000 annually, made up of a base salary range between $86,000 - $106,000 per year plus uncapped variable compensation tied to performance.
Additionally, TaskRay offers highly competitive non-cash compensation including:
- Medical, dental, and vision benefits
- Every other Friday off
- Flexible PTO
- 12 weeks paid family and medical leave, 16 weeks for birthing people
- Vacation bonuses
- Anniversary bonuses
- Company-paid life insurance
- 401(k) matching
- Cell phone reimbursement stipend
- Employee Assistance Program
LocationThis position is hybrid, based in Colorado. We value flexibility alongside intentional in-person collaboration. We expect this role to be in-office regularly during the initial onboarding period (2-3 months) and then 1-2 days per week thereafter.
Candidates must be based in Colorado and able to reliably commute to our Denver office.
Additionally, we anticipate up to 15% travel time for this role.
