Product Onboarding and Implementation Lead (with Salesforce)

About the Company

SMS-Magic is a global messaging platform for CRMs, trusted by businesses in 190+ countries. It helps marketers drive 6x more responses, sales teams close deals faster, and support teams resolve cases 10x more efficiently. Seamlessly integrated and customizable, SMS-Magic is a top choice on Salesforce AppExchange and Zoho Marketplace.

About the Role

The Product Onboarding and Implementation Lead plays a critical role in driving successful onboarding and implementation for enterprise customers. This position combines technical expertise, strategic thinking, and leadership to ensure smooth transitions, tailored solutions, and high customer satisfaction. The role involves close collaboration with sales and product teams to align client needs with product capabilities.

Key Responsibilities

• Develop and deliver tailored solutions and proof-of-concept demonstrations for clients.
• Ensure proposed solutions align with client requirements and industry best practices as outlined in the Statement of Work.
• Oversee the sales bid process by preparing responses to RFIs and RFPs.
• Collaborate with the sales team to ensure the successful closure of deals.
• Provide feedback from clients to Product Managers regarding product requirements and enhancements.
• Stay updated on market trends, competitor activities, and product landscapes.
• Lead and mentor the Onboarding and Implementation team, offering support in technical expertise and career development.

Qualifications

• Strong communication, coordination, and negotiation abilities.
• Proficiency in asking insightful questions to identify client needs.
• Knowledge of organizational offerings and analytical capabilities.
• Time management skills with attention to detail.
• Customer-facing and problem-solving expertise.
• Ability to work collaboratively within a team.
• Proficiency in presentation and solution delivery.
• Experience in providing technical consultation to clients.
• Hands-on experience with CRM platforms such as Salesforce or Zoho.
• Leadership and people management experience.
• Strategic business acumen.
• Experience working with partners and other channels.
• Proven ability to build and maintain customer relationships.

What Drives Success

• Use technical expertise to guide customers in evaluating product suitability.
• Deliver compelling product messaging through presentations, demonstrations, and supporting materials.
• Prototype and demonstrate product integrations in customer environments.
• Provide best practice recommendations for integration strategies and enterprise architectures.
• Support onboarding and implementation, ensuring detailed documentation of configurations and solutions.
• Collaborate with Salesforce architects to design and implement solutions aligned with business needs.
• Maintain accurate project documentation throughout the implementation lifecycle.
• Respond to technical RFI/RFP inquiries in partnership with sales and marketing teams.
• Assist in creating product training and documentation materials.
• Continuously enhance technical and industry knowledge through training and certifications.

Preferred Qualifications

• Salesforce Admin certification is a plus.
• Expertise in Salesforce admin activities, including creating flows, optimizing layouts, and implementing customizations.

Full details of this position are available on the official website linked below: