Client Onboarding Specialist
Job Summary
Managing the onboarding lifecycle for multiple clients, the full-time Client Onboarding Specialist will facilitate seamless product implementation and client training while working remotely to ensure successful adoption of Mogli's Salesforce application.
Key responsibilities
- Drive the full onboarding lifecycle from kickoff to go-live, managing timelines and ensuring seamless transitions to the Client Success team
- Independently implement standard Salesforce and Mogli configurations, troubleshoot technical issues, and escalate to Technical Support as needed
- Develop and deliver customized training sessions tailored to client-specific business use cases and industry regulations
Required qualifications
- 2-4 years of experience managing customer accounts or directly interacting with customers
- Strong experience with Salesforce; certifications are preferred
- Proven ability to explain technical products to non-technical audiences
- Strong project management skills and the ability to adapt to evolving client needs
- Consultative mindset with a focus on compliance and scalability in client solutions
Complete Job Description
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