Mogli

Account Coordinator

Mogli

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $70,000 - $80,000 per year

About the role

  • 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.
  • 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.
  • 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.
  • 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.

Requirements

  • 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.
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data analysisauditrenewal managementsales order managementbilling accuracyprocess improvementreporting toolsA2P compliancetechnical assistancedata quality audits
Soft Skills
customer serviceproactivityorganizational skillscommunication skillsindependent initiativeadaptabilityproblem-solvingrelationship managementtime managementteam collaboration