Client Onboarding Specialist
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Client Onboarding Specialist at Mogli Technologies managing Salesforce implementations and enhancing client success. Requires strong project management, communication skills, and Salesforce experience.
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.
Requirements:
- 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.
- 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
Similar Jobs
Onboarding Specialist
Onboarding Specialist guiding new customers through the enrollment and launch processes for CallRevu. Collaborating with sales and success teams to ensure a smooth onboarding experience.
Client Onboarding Leader
Onboarding Leader guiding clients through the implementation of Humand's platform. Ensuring successful usage and optimizing the client experience from the start.
Merchant & Payments Onboarding Manager
Merchant & Payments Onboarding Manager at Qu managing end-to-end onboarding for mid-market and enterprise restaurant brands. Collaborating with internal teams to streamline onboarding processes and improve customer success.
Client Onboarding Manager
Client Onboarding Manager at maxRTE facilitating onboarding processes for healthcare organizations. Managing implementations to ensure access to necessary care for patients and revenue recovery for providers.
Implementation Analyst – Client Onboarding
Onboarding Analyst responsible for onboarding clients at VExpenses, providing training and managing implementations. Focusing on enhancing client experiences and ensuring successful platform adoption.
Onboarding Specialist
Onboarding Specialist leading training for new clients on a B2B SaaS platform. Designing programs and ensuring client engagement through effective training sessions.
Onboarding Specialist
Onboarding Specialist responsible for creating corporate accounts and conducting onboarding sessions. Ensuring smooth adaptation of new hires into the company culture and workflows.
Global Sales Onboarding Specialist
Global Sales Onboarding Specialist designing and delivering onboarding programs for sales teams. Focused on creating a productive learner experience for new hires in the organization.
HR Onboarding Specialist
HR Onboarding Specialist managing onboarding for new hires at Doneverse. Focused on creating a smooth transition from candidate to team member.
Onboarding Specialist
Onboarding Specialist guiding new clients through a smooth onboarding process for a tech company. Leading virtual sessions and assisting with new software implementation.
Data Onboarding Specialist – Entry Level
Data Onboarding Specialist at SIL International executing data onboarding and communication tasks. Collaborating with stakeholders and managing data architecture, engineering, and analysis roles.
Customer Onboarding Manager
Customer Onboarding Manager at Practice Better focused on 1:1 onboarding for new customers. Guiding through setup, workflows, and best practices while ensuring success from day one.
Provider Onboarding Specialist
Provider Onboarding Specialist at BetterHelp supporting therapist onboarding and ensuring efficient processes. Collaborating across teams to enhance provider activation and growth while maintaining quality standards.
Seller Onboarding Specialist
Seller Onboarding Specialist managing seller onboarding processes for global enterprise marketplace customers. Guiding sellers through setup and configuration to ensure marketplace compliance and accuracy.
Customer Onboarding Manager
Customer Onboarding Manager at Deel providing onboarding support for global clients. Leading onboarding processes and collaborating with internal teams to enhance customer experience.
Customer Onboarding Specialist
Independent contractor providing customer onboarding and implementation services for Brightwheel’s childcare platform. Engaging with customers and managing a portfolio of accounts remotely from Honduras.
Senior Customer Onboarding Manager
Customer Onboarding Manager facilitating onboarding processes for Deel's SaaS platform. Collaborating with global teams to enhance customer success strategies across diverse markets.
Manager, Customer Onboarding
Manager, Customer Onboarding at Deel overseeing teams and initiatives to streamline customer onboarding experience.
Customer Onboarding Manager
Customer Onboarding Manager ensuring seamless onboarding and configuration for clients of AxisCare's platform. Collaborating with new clients to meet their specific onboarding needs and industry requirements.
Customer Onboarding, Account Management
Customer Success Specialist supporting onboarding and account management for event venues remotely. Ensuring exceptional customer experience and maximizing platform value.