Solutions Specialist

Company OverviewVision-e is a Salesforce ISV Partner (since 2011) and a trusted provider of Salesforce-native productivity solutions that help businesses streamline operations, enhance engagement, and maximize ROI.RoleThe Solutions Specialist plays a vital role in helping prospects and clients gain the greatest value from Vision-e solutions — guiding prospects during evaluation, ensuring smooth client adoption, supporting early-stage needs, and contributing to ongoing product improvement.We’re looking for a team member who brings curiosity, initiative, and the confidence to thrive in a dynamic environment where collaboration and innovation drive success.Key ResponsibilitiesPre-Sales & Product DemonstrationsDeliver engaging, tailored demos that highlight Vision-e product value.Respond to product-related questions during and after demos.Document key insights, feedback, and next steps in the CRM to ensure alignment with client requirements.Onboarding & TrainingLead new client onboarding sessions, including setup and configuration guidance.Conduct product walk-throughs and user training to ensure adoption and confidence.Address onboarding-related questions and escalate technical issues as needed.Track onboarding progress and client milestones in the CRM.Customer Success & SupportServe as the first point of contact for client product questions and Tier 1 support.Troubleshoot basic issues and coordinate with technical teams on complex cases.Maintain accurate case documentation and ensure timely resolution.Host monthly product webinars to highlight new features and reinforce best practices.Product Quality & FeedbackParticipate in product testing and quality assurance for new releases.Document and report bugs, usability issues, and customer feedback.Validate fixes and enhancements before rollout to clients.Provide structured feedback to the Product team to improve usability and performance.Growth & CollaborationIdentify upsell or cross-sell opportunities during demos and client interactions.Collaborate with Sales, Product, and Technical teams to enhance customer experience.Contribute ideas to improve internal processes, training materials, and client communications.QualificationsWe’ll provide Salesforce and product training — what matters most is your mindset, motivation, and willingness to learn.Strong communication and presentation skills.Natural curiosity with the ability to learn quickly and explain complex ideas simply.Self-starter who enjoys working collaboratively in a fast-paced environment.Organized, adaptable, and comfortable managing multiple priorities.Customer service or client-facing experience preferred.Experience with Salesforce or other CRM platforms is a plus, not a requirement.Associate or Bachelor’s degree in Business, Marketing, Information Technology, or a related field preferred (or equivalent experience).