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Onboarding Specialist

Cleo India
NewPosted yesterday

LOCATION

Bengaluru · Remote

EXPERIENCE

2+ Years

TYPE

FullTime

SKILLS REQUIRED

Stakeholder ManagementExcellent Communication SkillsCustomer Onboarding

Job description

Overview

Drive trading partners (suppliers) from first outreach to production-ready EDI connectivity for customer-sponsored onboarding programs, acting as the day-to-day supplier contact through registration, testing, and go-live.

What you'll do

  • Execute multi-touch communication campaigns (email and phone) using the program's approved templates and tone, and track responses and escalations.
  • Guide suppliers through testing portal or WebEDI registration, and answer questions about requirements, timelines, and process.
  • Address inbound supplier emails on inquiries about the programs and products.
  • Assist with the training, setup, and onboarding of suppliers to ensure a smooth onboarding for go-live.
  • Maintain accurate supplier status in the Supplier Onboarding Command Center and CRM, and flag at-risk suppliers early.
  • Produce weekly status updates on registrations, testing pass rates, and go-live readiness for the Program Manager and customer stakeholders.
  • Run escalation calls with the customer on a weekly basis.
  • Assist in collecting the collateral needed to create the onboarding page and supplier communications.
  • Identify recurring supplier roadblocks and recommend template, FAQ, and workflow updates that reduce touches per supplier.
  • Work with Project Managers, Solution Architects, Engineers, Support, and Marketing to keep messaging consistent and issues resolved quickly.

What you'll need

  • 2+ years in customer onboarding, implementation, account coordination, or supplier/vendor management.
  • Strong written and verbal communication, with the ability to explain technical requirements to non-technical audiences.
  • Highly organized, with a track record of managing large volumes of concurrent contacts against deadlines.
  • Proficiency with CRM tools, Excel/spreadsheets, and email-based workflow tracking.
  • Comfort adjusting tone for different audiences, from supportive to deadline-driven.
  • Uses AI to accelerate project delivery, and can point to specific examples where AI improved turnaround time or output quality on a customer engagement.

Nice to have

  • Working knowledge of EDI concepts (X12, trading partner setup, acknowledgments) or B2B integration.
  • Experience with Salesforce, Jira, Slack/Teams, or similar tools.
  • Experience in a supply chain, retail, food, or manufacturing environment.
  • Understanding of Procure-to-Pay (P2P) or direct procurement, supplier onboarding, and the related business processes.

Details

  • Remote, with high email and phone volume.
  • Customers are high volume and require extra attention in a fast-paced, high-pressure environment.
  • Occasional extended hours may be required.
  • Full-time; reports to the Program Manager, Supplier Onboarding.

Read the full description and apply on the company’s own careers page.

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Onboarding Specialist