Client Onboarding Specialist
New
M
Mogli TechnologiesSoftware, Salesforce
Work from Anywhere in the United StatesFull-TimeMiddle
Salary$70-80K, dependent upon experience - with additional variable bonus
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Job Details
- Experience
- 2-4 years
- Required Skills
- Project ManagementSalesforceCustomer service
Requirements
- 2-4 years managing customer accounts or interacting directly with customers.
- Strong experience with Salesforce (certifications preferred).
- Proven ability to explain, document, or demonstrate technical products to non-technical audiences.
- Strong project management and communication skills.
- Strong analytical and problem-solving skills.
- Ability to work independently as a self-starter while managing multiple timelines.
- Experience identifying potential regulatory or technical blockers.
- Consultative mindset with ability to ensure scalable and compliant solutions.
- Ability to adapt training plans to 1:1 or group settings.
Responsibilities
- Drive the full onboarding lifecycle from kickoff to go-live, managing timelines and risks.
- Independently implement standard Salesforce and Mogli configurations.
- Troubleshoot technical issues and escalate to Technical Support as needed.
- Deliver customized training sessions tailored to client business use cases.
- Educate clients on product features and SMS industry regulations.
- Manage and resolve client questions via Salesforce Cases within SLAs.
- Analyze implementation patterns to propose repeatable process improvements.
- Coordinate with Sales, Client Success, and Product teams to align on requirements.
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