Client Onboarding Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead the entire onboarding process from initiation to launch, overseeing timelines and risks while ensuring smooth transitions to Client Success.

• Independently execute standard configurations for Salesforce and Mogli.

• Convert technical expertise into accurate client configurations.

• Finalize the technical implementation of Mogli SMS.

• Diagnose technical problems and escalate to Technical Support as necessary.

• Develop engaging onboarding programs and training curricula.

• Deliver tailored training specific to client business scenarios.

• Inform clients about SMS messaging carrier requirements and industry regulations.

• Evaluate implementation trends and challenges, and suggest repeatable process enhancements.

• Engage with clients, manage their expectations, provide timely updates, and address inquiries through Salesforce Cases within SLA.

• Partner with Sales, Client Success, and Product teams on requirements and actionable items.

• Contribute to a self-service product adoption knowledge base.

• Enhance professional and technical expertise.

⛳️ Requirements

• 2-4 years of experience managing customer accounts and/or directly engaging with customers.

• Strong proficiency in Salesforce is essential (certifications are a plus).

• Excellent analytical and problem-solving capabilities.

• Strong project management and communication skills.

• Ability to collaborate effectively with company leaders and employees, proactively identifying and implementing outstanding customer service.

• Self-motivated with the capacity to take initiative, manage multiple timelines, and adapt to changing client needs.

• Exceptional customer service skills, with the ability to explain, document, or demonstrate technical products/solutions to non-technical audiences.

• Proficiency in modifying training plans for both individual and group sessions, adapting delivery to meet trainees' needs.

• Capacity to apply engineering, technology, or related principles to product onboarding.

• Open and transparent communication style.

• Consultative approach with a focus on scalable and compliant solutions.

• Strong risk assessment abilities to identify regulatory or technical obstacles.

• Capability to work both independently and collaboratively.

• Fluency in a foreign language is advantageous but not mandatory.

🏝️ Benefits

• Additional variable bonus.

• Comprehensive Medical, Vision, Dental Insurance, Short-term/Long-term Disability, and Life Insurance fully covered by Mogli.

• 401k matching plan.

• Ownership of Mogli and equity grant.

• Flexible Time Off in accordance with Mogli’s FTO Policy.

• 9 US Federal Holidays and 6 paid sick days.

• Work from Anywhere within the United States.