Join the TaskRay team.
TaskRay is an agile, rapidly growing technology company that builds project management solutions on the world’s #1 CRM platform, Salesforce. We’re looking for creative, collaborative entrepreneurs to join our team and help build cool new stuff for Salesforce's 3 million+ users.
The founders have 20+ years experience building and taking tech products to market, including over 15+ years working in Salesforce ecosystem. They also have broad startup experience, and have structured the business based on lessons learned.
No frills, but we cover the basics - your health insurance, a retirement match, cell phone reimbursements, and vacation bonuses.
We have a casual and open office environment in Lafayette, CO. Best if all, we’re walking distance to good eats!
We have a strong emphasis on communication (and lots of it) rather than stuffy project requirements. Any of that sounds annoying, we're not for you.
If you are excited to learn new stuff, we have an environment for you to do so.
We’re Excuse Free
We are a team focused on getting things done and we do not accept excuses. Whether you work a little or a lot, we expect motivation based on delivering features not time put in.
You’ll have to take our word for it. But, we really are!
Customer Onboarding Specialist
Bracket Labs (makers of TaskRay) is a privately owned company just outside of Boulder, CO that builds native apps on the Salesforce platform. Ever since Bracket Labs was founded 8 years ago, we have been at the forefront of adopting and deploying new Salesforce technology and were recently named a Trailblazing Partner. We have two 5 star apps on the Salesforce AppExchange, TaskRay and Campaign Calendar, with over 200 5-star reviews.
We're looking for a Customer Onboarding Specialist to join our team. In this role you will own the customer relationship post-sales, from the time of onboarding until the client meets their desired outcome. From day one you will be the trusted advisor and product expert who ensures our customers are receiving the full value of the TaskRay solution. The relationships you build with your customers will be a direct result of the incredible service you deliver and your ability to translate and apply the technical capabilities of our product to help achieve the business objectives of your customers.
Some stuff that we're looking for, culture-wise:
Connection. We deliver exceptional experiences. We build enduring relationships with both internally and externally by listening, anticipating needs, doing what is right, and always going above and beyond.
Craftsmanship. We are lifelong learners. We approach our work with curiosity and an open mind. We constantly look for ways to improve our products and ourselves, never settling for good enough.
Grit. We run towards challenges. If something seems unsolvable, it unleashes our persistence, our creativity, and our ability to move through uncertainty to create a solution.
Energy. We embrace joy. We love what we do and bring our best selves to work each day. We seek to share our optimism and compassion with everyone around us.
Some traits we're looking for, from you:
You measure your success by the success of our customers
You are a technical evangelist who is obsessed with the Salesforce technology and evolving ecosystem
You can balance many urgent initiatives and customers; onboarding an average of 30 new customers per month
You are eager for the opportunity to use both your technical and exceptional customer facing skills to drive customer success
What your day to day looks like:
Own the onboarding and implementation process for our customers, setting them up for a successful long-term partnership.
Serve as the customers project manager; manage customer expectations, dependencies, and deliverables throughout the onboarding process to ensure key milestones are met on time and within scope.
Facilitate the creation and delivery of all onboarding programs and materials.
Identify and implement industry leading best practices in Customer Onboarding.
Helping improve customers' product knowledge and offer guidance on best practices to ensure adoption and success.
Leveraging customer feedback to improve the onboarding process by collaborating with and across departments
Developing tools and centralize processes to improve operational efficiencies and ease the workload on both the sales and account management teams.
Own the internal TaskRay onboarding template and drive optimization over time which includes may include implementing Salesforce communities for an interactive process.
Establishing a trusted advisor relationship to ensure customer satisfaction.
Serving as a TaskRay brand ambassador to create promoters within our industry
Ensure customers derive maximum value from their investment in TaskRay.
Grow customers into our advocates through exceptional service and by building a trusted relationship.
Empower customers to own and expand their use of TaskRay.
Provide thoughtful solutions and best practice recommendations to help resolve customer challenges.
You will have more than enough thrown at you from customers, but your ability to prioritize and deliver on the highest value items is what will distinguish your performance.
The Account Management team will retain and grow their portfolio organically, thanks to the solid foundation you have established in your accounts.
What you bring to the table:
Minimum of 2 years of experience demonstrating applications as an Onboarding Specialist, Sales Engineer or Solution Consultant
Minimum of 2 years of experience in a client facing role that involves requirements gathering, training and/or change management
Intermediate to advanced Salesforce Administrator capability
Able to create a partnership between yourself and customer; be a trusted advisor for the client while partnering with the Account Executive to validate functional fit
Able to work at different levels in organization; technical user to C level
Skilled at balancing technical terminology with business acumen
Your written and verbal communication is exceptional; concise, persuasive and empathetic
Highly organized and efficient with exceptional follow through
Demonstrated ability to resolve issues and maintain strong client relationships
You have a proven track record of building successful relationships with customers, and one or two of them would even be willing to serve as a reference
You have a history of retaining and expanding your customer’s knowledge and use of a platform
This position is for someone who has found a niche with rapidly growing entrepreneurial organizations. You are proactive. A problem solver. You both dream, create, and execute with equal amounts of excitement. You have an eagerness to learn and a sincere desire to create successful outcomes for your customers. Whether your experience is at large corporations or small startups, we think you can find a right fit into our entrepreneurial culture if you embrace ambiguity, have drive and initiative. This position is on-site in Lafayette, CO.
Resumes are great, but we’d appreciate a sense of your personality in your introduction. If any of this sounds interesting, we would love to meet you. firstname.lastname@example.org.