Channel Partner Onboarding Manager
Servotech Renewable Power System Limited
Job Description
Role Purpose To ensure smooth, structured, and timely onboarding of newly appointed distributors, from documentation to activation and first billing. This role is responsible for partner activation, process compliance, and seamless transition from NBD to CRR.
Reporting Structure ·
Reports to:
Reporting Structure ·
Reports to:
- Director – Channel Sales ·
- Works closely with: - NBD Team (handover stage) - Sales Operations / Backend Team - Accounts & Finance - Logistics & Dispatch - CRR Team (post activation handover)
Role Scope
- Own the onboarding process of all newly appointed distributors
- Ensure completion of documentation, system creation, and first transaction
- Act as the bridge between sales, operations, and accounts
Key Responsibilities
1. Distributor Onboarding & Activation
- Receive distributor details from NBD post conversion
- Complete onboarding checklist
- Ensure SAP code creation and system activation
- Ensure first billing is completed successfully
2. Documentation & Compliance
- Collect and verify all required documents
- Ensure KYC and compliance standards are met •
- Maintain proper record of onboarding files
3. Internal Coordination
- Coordinate with: Accounts (credit terms, billing) | Logistics (dispatch readiness) |Backend (CRM tagging) | Ensure no delay in activation process
4. First Order Execution
- Ensure smooth processing of first order
- Track dispatch and delivery timelines
- Ensure positive first experience for partner
5. CRM & Data Management
- Ensure distributor is correctly tagged in CRM
- Update onboarding status and milestones
- Maintain accurate onboarding records
6. Handover to CRR
- Transfer fully activated partner to CRR team
- Share all partner details and expectations
- Ensure clean and structured handover
Key Result Areas (KRA)
- Distributor activation speed
- Documentation accuracy and completeness
- First order execution quality
- Internal coordination efficiency
- Smooth handover to CRR Key Performance Indicators (KPI) •
- Activation KPIs: Average time from conversion to activation (target: within 5–7 days) | % distributors activated within defined timeline •
- Documentation KPIs: 100% documentation completeness |Zero compliance errors •
- Execution KPIs: First order completion success rate | Zero delays due to onboarding gaps •
- Coordination KPIs : Turnaround time for internal approvals | Issue resolution time •
- CRM KPIs: 100% onboarding data accuracy | Timely status updates
Performance Benchmarks •
- Activation within 5–7 days for all new distributors •
- Zero onboarding-related escalations •
- 100% successful first transaction completion
