Onboarding Specialist
Onboarding Specialist
Department: Professional Services
Level: IC – Mid-Level
Location: Remote
Type: Full-Time
Reports To: Program Manager, Supplier Onboarding
About Cleo
Cleo is the AI-native supply chain orchestration company built on modern EDI. We help businesses orchestrate EDI, API, MFT, applications, and trading partner ecosystems with the visibility, intelligence, and control needed to keep business-critical supply chain transactions moving — from order to cash, procure to pay, and everywhere in between. Our platform, Cleo Integration Cloud, brings together integration, workflow automation, real-time monitoring, and Agentic AI intelligence so supply chain, operations, and IT teams can launch partners faster, automate transactions across business systems, resolve exceptions before they become disruptions, and gain actionable insight across the end-to-end supply chain. Trusted by 5,000+ customers across manufacturing, retail, logistics, and distribution, Cleo is headquartered in Rockford, Illinois, with offices in Chicago and Bangalore. We are a team united by one mission: to make supply chains smarter. Cleo Never Stops.
The Opportunity
As a PS Onboarding Specialist, you drive trading partners (suppliers) from first outreach to production-ready EDI connectivity for customer-sponsored onboarding programs. You are the day to-day contact for suppliers, keeping them moving through registration, testing, and go-live. Your work helps the program hit its connect-by and go-live dates.
What You'll Do
- Supplier outreach: Execute multi-touch communication campaigns (email and phone) using the program's approved templates and tone, and track responses and escalations.
- Registration and enablement: Guide suppliers through testing portal or WebEDI registration, and answer questions about requirements, timelines, and process.
- Emails, training, and onboarding: Address inbound emails from suppliers on inquiries on the programs and products. Assist with the training, setup, and onboarding of suppliers to ensure a smooth onboarding for go-live.
- Pipeline management: Maintain accurate supplier status in the Supplier Onboarding Command Center and CRM. Flag at-risk suppliers early and report progress against deadlines.
- Reporting: Produce weekly status updates on registrations, testing pass rates, and go-live readiness for the Program Manager and customer stakeholders.
- Escalation calls: Run escalation calls with the customer on a weekly basis.
- Collateral collection: Assist in collecting the collateral needed to create the onboarding page and supplier communications.
- Process improvement: Identify recurring supplier roadblocks. Recommend template, FAQ, and workflow updates that reduce touches per supplier.
- Collaboration: Work with Project Managers, Solution Architects, Engineers, Support, and Marketing to keep messaging consistent and ...
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