Onboarding Specialist

This is a fully remote position, open to applicants in India.

📋 Description

• Implement multi-channel supplier communication strategies via email and phone using approved templates and appropriate tone.

• Monitor supplier replies and escalations.

• Support suppliers in navigating the testing portal or WebEDI registration.

• Address supplier inquiries regarding requirements, timelines, processes, programs, and products.

• Aid in supplier training, setup, onboarding, and readiness for go-live.

• Ensure accurate supplier status is maintained in the Supplier Onboarding Command Center and CRM.

• Identify at-risk suppliers and report progress relative to deadlines.

• Generate weekly reports on registrations, testing pass rates, and go-live readiness for the Program Manager and customer stakeholders.

• Conduct weekly escalation meetings with the customer.

• Gather materials for onboarding pages and supplier communications.

• Detect recurring supplier challenges and suggest improvements for templates, FAQs, and workflows.

• Collaborate with Project Managers, Solution Architects, Engineers, Support, and Marketing teams.

• Utilize AI to draft supplier outreach, summarize email exchanges, expedite status reporting, analyze obstacles, and propose workflow enhancements.

• Review AI-generated communications prior to sending to suppliers or customers.

• Report to the Program Manager for Supplier Onboarding.

⛳️ Requirements

• Minimum of 2 years in customer onboarding, implementation, account coordination, or supplier/vendor management.

• Excellent written and verbal communication skills, with the capability to present technical requirements to non-technical stakeholders.

• Highly organized, with experience managing numerous concurrent contacts within tight deadlines.

• Proficient in CRM tools, Excel/spreadsheets, and email-based workflow management.

• Ability to adjust communication tone according to different audiences, from supportive to deadline-focused.

• Familiarity with EDI concepts (X12, trading partner setup, acknowledgments) or B2B integration is preferred.

• Experience with Salesforce, Jira, Slack/Teams, or similar platforms is preferred.

• Background in supply chain, retail, food, or manufacturing environments is preferred.

• Understanding of Procure-to-Pay (P2P) processes or direct procurement, supplier onboarding, and related business processes is preferred.

• Capability to leverage AI for implementation plans, customer requirement summaries, documentation, supplier outreach, status reporting, risk identification, and process enhancement.

• Must verify AI outputs for accuracy and tone, adhering to Cleo's AI Acceptable Use Policy.

🏝️ Benefits

• Group Medical Insurance & Group Personal Accident Insurance coverage.

• PF & Retiral benefits.

• Flexible PTO and company holidays.

• Wellness Benefit of 15,000 per year.

• Cleo Cares - CSR initiatives.

• Leadership development programs.

• Executive mentorship.

• Rotational opportunities.

• Internal mobility opportunities.

• Inclusive, diverse, and collaborative work environment.