Mogli · 19 hours ago
Account Coordinator
United States
Full-time
Remote
Entry Level
$70K/yr - $80K/yr
2+ years expMogli Technologies is a company that delivers a Salesforce application for SMS and WhatsApp communications to global organizations. The Account Coordinator is responsible for providing administrative support to the account management team, managing client renewals, and ensuring data integrity within the CRM system.
Enterprise SoftwareInformation TechnologySaaSSMSSoftware
Responsibilities
Initiate the renewal review process 120 days prior to renewal
Verify that renewal opportunities have correct close dates and product line items
Audit all mid-contract opportunities and amendments to ensure recurring products and updated pricing are accurately reflected on upcoming renewals
Send 120-day renewal alert emails to clients
Partner with Account Managers to audit and refine CPQ quotes for upgrades, add-ons, and Multi-Year Deals (MYD); provide technical assistance to ensure quote configurations, pricing tiers, and discounting logic are accurate
Review customer subscriptions for accuracy and conformance to sales order management and revenue policies
Manage Salesforce data for cleanliness and integrity; conduct data quality audits. Work closely with AM & operations management to optimize the effectiveness of our technology investments
Perform weekly follow-ups on outstanding signatures and Purchase Orders (POs) with the account management team
Identify accounts without "Auto-Renew" clauses and proactively communicate with AMs to support the management of the Service Order Form (SOF) signature process
Generate monthly usage reports (both summary and detailed) for required clients and provide them to the relevant Account Manager to send to client contacts
Conduct ad-hoc audits to reconcile messaging data between Salesforce and third-party messaging partners, investigating and resolving usage log discrepancies to ensure data transparency and billing accuracy
Maintain expert knowledge of ever-changing A2P compliance and regulations; coordinate directly with messaging partners to validate registration details and clearly communicate necessary requirements to the Account Management team
Facilitate phone number registration (post-onboarding) for all gateway types, which may include direct communication with clients and messaging partners to ensure “first-time right” submissions and resolve rejections
Complete additional account management administrative tasks as assigned
Provide real-time updates for renewal invoices during Accounting calls and troubleshoot billing discrepancies
Provide backup support to Sales Operations Specialist including sending invoices using the Mogli Accounts Receiveable processes, managing invoice-related outreach via the Accounting inbox using established templates (e.g., Mogli Renewal Signature Request), ensuring all client-facing details are customized and accurate
Perform data analysis for regular reporting to leadership on current sales trends using both Salesforce, Quicksbooks, and other data as available
Monitor the accuracy and efficient distribution of sales reports and other intelligence essential to the sales organization. Recommends revisions to existing reports, or assists in the development of new reporting tools as needed
Support Client Churn Process
Proactively identify opportunities for process improvement
Completes special projects as assigned
Qualification
Required
Minimum of 2 years of experience in account coordination, customer relations, or sales support
Ability to work well with company leaders and employees, and to proactively recognize and implement superior customer service to both internal and external clients
Experience with Salesforce and Google Suite is required
Self-starter, who takes independent initiative, asks relevant questions, and can work on multiple projects simultaneously
You are process minded; adept at taking disparate information and creating coherence
Proactivity is your middle name; you keep a watchful eye on the business and intuitively know when to add more structure to the current process for scale and effectiveness
You are a voracious learner; you are driven to learn every corner of a business and how the pieces make the whole operate as one
You communicate with candor; openly communicating both success and also when things are heading off track
You have strong organizational skills along with the ability to handle multiple priorities quickly and efficiently while working within tight deadlines
Strong written and oral communication skills with proven ability to initiate and manage relationships via phone, email and video conferencing
You are friendly, optimistic, goal-oriented and success-driven
You are tech-savvy and can learn tools, and research new ones with ease
Ability to adapt to rapidly changing environments and client requirements
Willing to learn through hands-on experience and experimentation
You are tenacious with a willingness to stay with a problem until it is solved
Preferred
Quickbooks Online experience is preferred
Foreign languages fluency and/or nonprofit and international development experience is a bonus, but not required
Benefits
Complete Medical, Vision, Dental Insurance, Short-term/Long-term Disability, and Life Insurance fully covered by Mogli
Matching 401k plan
Ownership of Mogli and equity grant
Flexible Time Off per Mogli’s FTO Policy
9 US Federal Holidays and 6 paid sick days
Work from Anywhere in the United States
Support for professional development, including professional certification
Employee Assistance Plan, AD&D, etc
Flexible Time Off Policy
Company
Mogli
Mogli empowers human connection through elegant innovation & conscientious partnership via communications apps built natively on Salesforce
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Serena Schultz
Chief Operating Officer
Rob Blatchley
Chief Revenue Officer (CRO)
Recent News
2022-07-14
Company data provided by crunchbase