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Case Manager (Partner Onboarding)

Bucharest, Romania (hybrid)
Employee
Legal

Collaboration Type: Individual Labor Contract/B2B

Duration: 6 months + 6 months + prolongation available

Office work: 1 day/week

Please note that only candidates based in Romania will be taken into consideration.

Tasks

Open BP onboarding cases:

  • Monitor all cases;
  • Check constantly the open cases;
  • Follow up with the operational teams;
  • Check with channel sales if action is pending with the candidate for support;
  • For DDI/EDD cases follow up with regional leads for status update and check if you can speed up the process;
  • Prioritize the cases where you were informed there is a pending deal.

Incomplete BP onboarding cases:

  • Check historical data of the companies that have not yet submitted their applications;
  • Inform distributors/reseller on the right process to be followed (reactivation/onboarding);
  • Check with Channel Sales if they are interested to onboard these companies;
  • Send follow up/reminders to the candidates to submit their applications.

Communication with Channel Sales:

  • Submit for approval to channel sales team all the open onboarding cases;
  • Provide weekly status report for onboarding cases to the geos;
  • Inform on all new distributors and HPE internal referrals;
  • Inform on all Incomplete applications and ask for their feedback if they are interested to onboard these companies;
  • Keep channel sales team constantly notified on priority onboardings;
  • Guide iPBM / DBM on applicable scenarios;
  • Prepare and provide Onboarding business analytics;
  • Regular meetings with geo contacts to provide updates on the Onboarding Program status;
  • Refresh trainings;

Communication with Distribution:

  • Help distributors in identifying if a candidate should follow onboarding or re-activation process
  • If needed, provide them with status reports for their referred candidates
  • If needed, keep distributors informed on the progress of an onboarding they might be interested in
  • If needed, help the distributor with guidelines for the referral and onboarding platform/process
  • If needed, prepare and provide status updates on the Onboarding Program.
  • Create awareness and drive referral submission rate increase, referral rate increase, activation rate increase, reduce time from onboarding completion to first transaction to less than 60 days
  • Refresh trainings

Communication with Resellers

  • Guide the resellers during the onboarding process if any roadblock is encountered;
  • Guide the resellers to follow the correct process: re-activation or new onboarding;
  • If needed, follow up with resellers on the correct documentation required for onboarding;
  • Monitor newly onboarded reseller activity (deal analysis report).

Requirements

  • At least 3+ years of total work experience;
  • Excellent English communication and presentation skills (French is a plus);
  • Great stakeholder & partner engagement and management capabilities;
  • Results-oriented mindset;
  • A good sense of urgency and courage to take informed risks;
  • Attention to details;
  • Good working knowledge of Excel, PowerPoint (Point SFDC a plus).

Benefits

  • Medical subscription (Regina Maria)
  • 200 RON/month remote work bonus
  • 24 annual leave days
  • Meal vouchers
  • Additional monthly time off
  • Instant access to a part of your salary
  • Bookster subscription
Updated: 12 hours ago
Job ID: 14830746
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  1. Case Manager (Partner Onboarding)