Account Coordinator

Account Coordinator

Mogli Technologies delivers a Salesforce application for SMS and WhatsApp communications and impeccable Salesforce implementation services to global organizations. Our products and implementations are easy to use and have robust functionality. Our fantastic team members have won the loyalty of clients around the world. We are a small, high-trust team with a focus on accelerating the success of our clients globally.

The Account Coordinator is a detail-oriented professional responsible for the administrative support of the account management team, including the seamless execution of the client renewal lifecycle, client usage reporting, phone number registrations, and other tasks. Some of the primary objectives of this role is to ensure data integrity within our CRM, manage the contract signature process for non-auto-renewing accounts, and serve as a vital liaison between the Account Management (AM) and Sales Operations team. The ideal candidate is a proactive problem-solver who enjoys technical workflows and maintaining high standards of accuracy in both communication and data tracking.

While this position supports the account management team, it will report to the Operations Manager and is supported by the Director of Client Success and the COO.

What we hold sacred around here: 

Empathy: A powerful characteristic that’s about being in tune, seeing, knowing, and understanding others while also relating as a human in a tech-minded world. Listen. Ask questions. Offer tactful solutions. Instead of serving our own interests, we are wired to serve others. 

Hustle & Tenacity: We are action-oriented and happiest in motion. We take pride in delivering exceptional experiences for our clients & partners. In the midst of adversity or challenges, we don't quit, but hold to a vision and eliminate barriers to find resolution & make things happen.

Twinkle in your Eye: It’s that hidden energy, emotion, or humor – the excitement of having a particular idea before putting it into action. You know something about something and you are excited to share that knowledge. 

Proactive: We aim for a no surprises policy that builds trust by outlining next steps early and often, identifying patterns, and courageously communicating. A little extra effort up front saves a big effort later on. Proactivity is a generous and conscientious act.

Growth Minded: We are continually evolving, creating, beautifully curious, and willing to step outside our comfort zones. Unwilling to settle for how things are, we are always looking for ways to engage more effectively and efficiently. Navigating a growing and dynamic business is easiest with a growth mindset.

Responsibilities:

Renewal Management & Data Integrity

• Initiate the renewal review process 120 days prior to renewal.
• Verify that renewal opportunities have correct close dates and product line items.
• Audit all mid-contract opportunities and amendments to ensure recurring products and updated pricing are accurately reflected on upcoming renewals.
• Send 120-day renewal alert emails to clients.
• Partner with Account Managers to audit and refine CPQ quotes for upgrades, add-ons, and Multi-Year Deals (MYD); provide technical assistance to ensure quote configurations, pricing tiers, and discounting logic are accurate.
• Review customer subscriptions for accuracy and conformance to sales order management and revenue policies.
• Manage Salesforce data for cleanliness and integrity; conduct data quality audits. Work closely with AM & operations management to optimize the effectiveness of our technology investments.
• Perform weekly follow-ups on outstanding signatures and Purchase Orders (POs) with the account management team.
• Identify accounts without "Auto-Renew" clauses and proactively communicate with AMs to support the management of the Service Order Form (SOF) signature process.

Account Management Administration

• Generate monthly usage reports (both summary and detailed) for required clients and provide them to the relevant Account Manager to send to client contacts.
• Conduct ad-hoc audits to reconcile messaging data between Salesforce and third-party messaging partners, investigating and resolving usage log discrepancies to ensure data transparency and billing accuracy.
• Maintain expert knowledge of ever-changing A2P compliance and regulations; coordinate directly with messaging partners to validate registration details and clearly communicate necessary requirements to the Account Management team.
• Facilitate phone number registration (post-onboarding) for all gateway types, which may include direct communication with clients and messaging partners to ensure “first-time right” submissions and resolve rejections.
• Complete additional account management administrative tasks as assigned. 

Sales Operations Support

• Provide real-time updates for renewal invoices during Accounting calls and troubleshoot billing discrepancies.
• Provide backup support to Sales Operations Specialist including sending invoices using the Mogli Accounts Receiveable processes, managing invoice-related outreach via the Accounting inbox using established templates (e.g., Mogli Renewal Signature Request), ensuring all client-facing details are customized and accurate.

Miscellaneous

• Perform data analysis for regular reporting to leadership on current sales trends using both Salesforce, Quicksbooks, and other data as available.
• Monitor the accuracy and efficient distribution of sales reports and other intelligence essential to the sales organization. Recommends revisions to existing reports, or assists in the development of new reporting tools as needed.
• Support Client Churn Process.
• Proactively identify opportunities for process improvement.
• Completes special projects as assigned.

What you bring to the table:

• Minimum of 2 years of experience in account coordination, customer relations, or sales support.
• Ability to work well with company leaders and employees, and to proactively recognize and implement superior customer service to both internal and external clients.
• Experience with Salesforce and Google Suite is required. Quickbooks Online experience is preferred.
• Self-starter, who takes independent initiative, asks relevant questions, and can work on multiple projects simultaneously.
• You are process minded; adept at taking disparate information and creating coherence.
• Proactivity is your middle name; you keep a watchful eye on the business and intuitively know when to add more structure to the current process for scale and effectiveness. 
• You are a voracious learner; you are driven to learn every corner of a business and how the pieces make the whole operate as one. 
• You communicate with candor; openly communicating both success and also when things are heading off track. 
• You have strong organizational skills along with the ability to handle multiple priorities quickly and efficiently while working within tight deadlines.
• Strong written and oral communication skills with proven ability to initiate and manage relationships via phone, email and video conferencing.
• You are friendly, optimistic, goal-oriented and success-driven.
• You are tech-savvy and can learn tools, and research new ones with ease.
• Ability to adapt to rapidly changing environments and client requirements. 
• Willing to learn through hands-on experience and experimentation.
• You are tenacious with a willingness to stay with a problem until it is solved.
• Foreign languages fluency and/or nonprofit and international development experience is a bonus, but not required.

Salary and Benefits:

• $70-80K (including bonus), dependent upon experience
• 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