Onboarding Specialist / Salesforce Administrator

| Austin
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Are you a detailed oriented individual who is methodical in thought and deliberate in movement?  Do you enjoy a social, open, and task-oriented environment?

 

We are looking for a Senior Salesforce Administrator to serve as an Onboarding Specialist on our Customer Success team.  This is a critical role to ensure our implementation partners are set up for success with onboarding our customers.   Customer love is one of our most important elements, and ensuring partners are successful is vital to this.

 

This role will be focused on partner functional and technical enablement, overseeing coordination and collaboration between our customer, the partner, and our internal teams, and ultimately ensuring customers achieve their onboarding goals with PlaceCPM. This person will also be an internal expert on the administration of Salesforce environments.  

 

Our customers and partners vary in size and complexity, so we are looking for motivated team members who have strong communication skills, a passion for helping people, an interest in problem-solving, and the flexibility to help with various projects.

 

As an Onboarding Specialist at Place Technology, you will have the opportunity to closely interact with members of our lively team, learn how to become a master of your craft, and crush your job responsibilities, which include:

 

  • Managing partners throughout their customer implementation projects from setup to training
  • Able to roll up your sleeves, be hands-on, and troubleshoot issues that arise during a customer onboarding on the Salesforce platform
  • Fostering effective client relationships and gain a deep understanding of their businesses
  • Ensuring stakeholder alignment and effectively manage client expectations
  • Collaborating with the internal team and proactively provide support on other projects
  • Conducting training, accreditation, and nurturing of the relationships with Place Technology’s implementation partners
  • Effectively engage with our partners to ensure ongoing PlaceCPM capability growth within those partners
  • Enabling and training partners on the latest product version when we upgrade the product so that they can function as an extension of the Place team
  • Becoming an expert in the features and benefits of our applications and services

Qualifications

  •  2+ years of project management and/or implementation experience
  • Industry experience in finance and/or accounting
  • Salesforce Administrator Certification 
  • Written and verbal communication skills that are sharp as a tack
  • Strong technical troubleshooting and problem-solving skills.
  • Time-management skills that will blow our minds and the proven ability to learn software programs in the blink of an eye 
  • The ability to let high-stress situations roll off your back
  • Enjoy setting your own course and take charge of your projects
  • Self-motivated with a passion for becoming the best in your field
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavascriptLanguages
    • PHPLanguages
    • SqlLanguages
    • APEXLanguages
    • Google AnalyticsAnalytics
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • SketchDesign
    • Aha!Management
    • AsanaManagement
    • JIRAManagement
    • WordpressCMS
    • SalesforceCRM
    • PardotEmail

Location

3700 Thompson Street, Austin, TX 78702

An Insider's view of Place Technology

What’s the vibe like in the office?

Our office vibe is upbeat, collaborative, and driven. Leadership is open and encouraging and committed to the goals and success of the company and it shows. We're small enough that everyone gets to contribute to the overall office vibe and we're empowered to bring our authentic self to the office everyday to make an impact.

Hogan

Account Executive

What's the biggest problem your team is solving?

The Product Group is a growing team of creative problem solvers. We build products we love and use them every day.
We are quick, agile, and always have an ear out for a good idea that will help our customers.

Kyle

Director, Product

What makes someone successful on your team?

The most successful employees we have are curious, creative, and resilient. Their curiosity drives them to never stop learning. Being creative means they're always thinking of new ways to challenge the status quo. And their resilience ensures they've got the drive and mental toughness to plan for the best and prepare for the worst.

Alex

Head of Strategic Alliances

How do you empower your team to be more creative?

Our best ideas come from the team, our leadership team knows this and encourages everyone to share thoughts and ideas. One of our core values is to think bigger. We define that as thinking bigger than what can be seen and measured at the moment. Take calculated risks and try things without fearing failure.

Brandon

CEO & Founder

What are Place Technology Perks + Benefits

Place Technology Benefits Overview

We are passionate about what we do and also passionate about taking care of each other. Culture is the bedrock of our company and offer a wide range of benefits and perks.

Culture
Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Documented equal pay policy
Dedicated Diversity/Inclusion Staff
Highly diverse management team
Diversity manifesto
Someone's primary function is managing the company’s diversity and inclusion initiatives
Mean gender pay gap below 10%
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Our dental plan covers 75% of the expenses for employees.
Vision Benefits
The vision benefits plan covers 75% of the expenses for employees.
Health Insurance Benefits
Place's health insurance policy covers up to 75% of out of pocket expenses.
Mental Health Benefits
We certainly value mental health and have a variety of activities and benefits to help with this.
Retirement & Stock Options Benefits
401(K)
Company Equity
We are a team building the company and feel every employee should have equity.
Performance Bonus
Non-sales employees are eligible for a quarterly performance bonus.
Child Care & Parental Leave Benefits
Generous Parental Leave
Remote Work Program
Return-to-work program post parental leave
Company sponsored family events
We try to have family-oriented events as often as possible.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Volunteer Time
Paid Holidays
Paid Sick Days
We offer unlimited paid sick days.
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
One of our core values is to enjoy the journey and we try to live this to its fullest. We do many team building activities.
Stocked Kitchen
Lots of snacks lead to happy team members.
Some Meals Provided
We love our team lunch on Thursdays.
Happy Hours
Happy hours are hosted often.
Parking
We have plenty of free parking available.
Pet Friendly
We usually have one of our furry team members in the office daily.
Professional Development Benefits
Cross functional training encouraged
Promote from within
Paid industry certifications
We encourage our team to advance their industry knowledge and pay for varioius certifications.

Additional Perks + Benefits

As an early-stage startup, we'll continue to add perks as our company grows. Place employees play an active role in determining which perks and benefits will be most impactful for our team.

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