Onboarding Consultant

About Us

First impressions matter. Task Ray is on a mission to ensure businesses get off to a great start with a flawless customer onboarding experience. Task Ray is the leader in customer onboarding in the Salesforce ecosystem. We help companies manage their onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences – all within Salesforce.

Culture is at the heart of Task Ray. We look for team members who share our values and bring them to life in their own ways. If these resonate with you, Task Ray could be the place for you:

Connection. Cultivate authentic connections with customers, partners, and each other. We believe in a customer-first mindset across everything we do, continuously learning and focusing on the ‘We’ rather than the ‘I’.

Integrity. We are transparent, sharing information and feedback freely. We infuse every action with honesty, fairness, and respect for customers and colleagues alike. We do the right thing, even when no one is watching.

Hunger. We have high expectations and expect high performance of ourselves and our teams. We constantly look to innovate and improve, unleashing our creativity and persistence to find solutions and deliver exceptional results.

Thrive. We love what we do and bring our best selves to work every day. We show up as real human beings who speak from the heart, value others’ contributions and invest in each other’s growth.

As 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 Task Ray. 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 Task Ray within Salesforce environments.

• Own the onboarding process for Task Ray 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 Task Ray setup, configuration, and support for customers with onboarding packages, working in both internal and customer sandboxes
• Consult and guide customers on Task Ray 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

• 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  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

Cash compensation for this role is commensurate with experience. Estimated total on target earnings range is…