Mogli · 20 hours ago
Client Onboarding Specialist
United States
Full-time
Remote
Entry, Mid Level
$70K/yr - $80K/yr
2+ years expMogli Technologies is a company that delivers a native Salesforce application for SMS and WhatsApp communications to global organizations. They are seeking a Client Onboarding Specialist to manage the onboarding lifecycle, ensure seamless client transitions, and promote client success through effective training and support.
Enterprise SoftwareInformation TechnologySaaSSMSSoftware
Responsibilities
Drive the full onboarding lifecycle from kickoff to go-live, manage timelines and risks, and ensure seamless client transitions (handoffs) to the Client Success team with complete contextual information
Independently implement standard Salesforce and Mogli configurations, translate technical knowledge for precise client configurations, complete the technical implementation of Mogli SMS, and troubleshoot technical issues, escalating to Technical Support as needed
Promote client success by implementing a dynamic onboarding program and training curriculum, providing customized training sessions that are tailored to the client's specific business use cases, and educating clients on industry regulations like SMS messaging carrier requirements
Analyze common implementation patterns and challenges to propose concrete, repeatable process improvements for the Onboarding program
Communicate clearly and consistently with clients, proactively manage expectations, provide timely updates throughout the journey, and record and resolve client questions and problems via Salesforce Cases within the contracted SLA
Maintain strong internal cross-team communication (Sales, Client Success, Product) to align on requirements and action items, contribute to a self-serve knowledge base for product adoption, and continually advance professional and technical knowledge
Qualification
Required
2-4 years managing customer accounts and/or directly interacting with customers
Strong experience with Salesforce is required (certifications are preferred)
Strong analytical and problem-solving skills
Strong project management & communication skills
Ability to work well with company leaders and employees and to proactively recognize and implement superior customer service to clients
A self-starter attitude, with ability to take independent initiative and juggle multiple timelines and priorities, while adapting to evolving client needs
Excellent customer service skills with a proven ability to explain, document or demonstrate technical products/solutions to non-technical audiences
Ability to “read the room” and adapt a training plan, whether in a 1:1 or group training, and be able to tailor the delivery method to meet the needs of the trainees
Ability to apply engineering, technology, or other related principles to product onboarding
You communicate with candor; openly communicating both success and when things are heading off track, supporting transparency, and building client trust
Possesses a consultative mindset; you don't just ‘yes' the client, but show curiosity and provide high-level context to ensure their solution is scalable and compliant
Strong risk assessment skills, with the ability to identify potential regulatory or technical blockers early in the lifecycle to prevent campaign rejection or project delays
Balanced skillsets of independence and collaboration, understanding the autonomous nature of client ownership while also leaning on the greater team for support
Preferred
Strong experience with Salesforce certifications
Foreign languages fluency 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
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