Partner Compliance & Onboarding Coordinator
New
P
PalmettoClean Tech
Remote - PhilippinesContract
Salary421,000 - 633,000 PHP per year
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Job Details
- Required Skills
- SalesforceGoogle SheetsGoogle WorkspaceData entry
Requirements
- Exceptionally detail-oriented with experience managing multiple tasks.
- Strong written communication skills with the ability to draft clear, professional emails independently.
- Proficient in Google Workspace (Gmail, Docs, Sheets) and comfortable navigating spreadsheets.
- Highly dependable with consistent follow-through on tasks and commitments.
- Comfortable performing process-driven, repetitive administrative work with high accuracy.
- Administrative, customer service, or data entry experience is a plus.
- Familiarity with Salesforce or similar CRM and task management software is a bonus.
Responsibilities
- Process and track partner applications for HVAC, Water Heater, Generator, and GSHP programs.
- Perform outreach via email to partners to collect missing documentation or meet compliance deadlines.
- Maintain accurate records and escalate discrepancies as needed.
- Review partner records in the compliance platform to ensure information is current.
- Track and monitor partner licenses, certifications, renewals, and insurance expiration dates.
- Monitor compliance requirements for sales representatives across multiple markets.
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