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Manager

• Open 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 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 Incomplete applications and ask for their feedback if they are interested to onboard these companies; Keep channel sales team constantly notified on priority onboardings;
• 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.
• Communication with Resellers Guide the resellers during the onboarding process if any roadblock is encountered; Monitor newly onboarded reseller activity (deal analysis report).

Case Manager, Spanish