Coordinator, Customer Onboarding

Amerisource Bergen; Pune District; On-site; INR 480,000 - 600,000; Full time

Job summary

Amerisource Bergen is seeking a meticulous Customer Engagement Coordinator to ensure accurate customer records, regulatory compliance, and efficient onboarding. You will validate data, review customer-submitted documents, and create onboarding records while supporting Customer Engagement Specialists and Managers.

This role emphasizes process discipline, audit readiness, and collaboration across teams to maintain high service standards and a smooth customer experience in a fast-paced, regulated

Qualifications

• High School Diploma/GED or equivalent experience.
• 2+ years of experience in troubleshooting, operational project coordination, corrective maintenance, or a related field.
• Communicates clearly and professionally by phone and in writing.
• Provides calm, customer-focused issue resolution to prevent escalations.
• Stays organized, detail oriented, and able to multitask across priorities.
• Uses sound judgment, critical thinking, and creative problem solving.
• Works effectively with Microsoft Office, Outlook, and CRM or database tools.
• Full time

Responsibilities

• Validate customer information for accuracy and regulatory compliance.
• Review documents for completeness and compliance.
• Create and maintain onboarding records prior to activation.
• Conduct regulatory validations for records and processes.
• Support Specialists and Managers with workflows and approvals.
• Escalate complex issues to Specialists or Managers.
• Collaborate with team to support onboarding and data updates.
• Interact with customers to collect missing docs and clarify data.
• Address customer queries on documentation or compliance processes.
• Follow workflows to ensure consistency and audit readiness.
• Maintain organized records for audits.
• Identify opportunities to improve processes.

Skills

Clear communication

Multitasking

Problem solving

Education

High School Diploma/GED

Tools

Microsoft Office

Outlook

CRM/databases

Job description

Job Description Summary

We are seeking a meticulous and organized Customer Engagement Coordinator to play a vital role in ensuring accurate customer records, regulatory compliance, and efficient onboarding processes. In this role, you will be responsible for validating data, reviewing customer documentation, and creating and maintaining onboarding records. Acting as a key support resource for our Customer Engagement Specialists and Managers, you will contribute to maintaining exceptional service standards and streamlined operations. This role is ideal for someone who thrives in a detail-oriented, process-driven environment within a customer-focused team.

Data and Document Management

• Data Validation: Review and validate customer information to ensure accuracy, consistency, and alignment with organizational and regulatory standards.
• Document Review: Analyze and verify customer-submitted documents for completeness, accuracy, and compliance with regulatory guidelines.
• Onboarding Records: Create, maintain, and review onboarding records for new customers, ensuring all documentation and data are accurate and complete before activation.
• Regulatory Compliance: Conduct regulatory validations to ensure all customer records and processes meet industry standards and legal requirements.

Team Support

• Specialist and Manager Support: Provide operational and administrative support to Customer Engagement Specialists and Managers by managing document workflows, resolving discrepancies, and facilitating the approval of customer records.
• Issue Escalation: Identify and elevate complex documentation or compliance issues to Specialists or Managers for resolution, ensuring timely follow-up and action.
• Process Collaboration: Partner with Specialists and Managers to support customer onboarding, data updates, and other customer engagement initiatives.

Customer Interaction (as needed)

• Communicate with customers to collect missing documentation, clarify data discrepancies, or provide updates on the status of their onboarding or regulatory validations.
• Assist in addressing customer queries related to documentation or compliance processes, collaborating with Specialists and Managers to ensure a positive experience.

Operational Excellence

• Process Adherence: Follow established workflows and procedures for data validation, document review, and regulatory checks, ensuring consistency and compliance.
• Audit Preparation: Maintain organized and accurate records to support internal and external audits.
• Continuous Improvement: Identify and recommend opportunities for process enhancements to improve efficiency, reduce errors, and enhance the onboarding experience.

Requirements

• High School Diploma/GED or equivalent experience required.
• 2+ years of experience in troubleshooting, operational project coordination, corrective maintenance, or a related field required.
• Communicates clearly and professionally by phone and in writing.
• Provides calm, customer-focused issue resolution to prevent escalations.
• Stays organized, detail oriented, and able to multitask across priorities.
• Uses sound judgment, critical thinking, and creative problem solving.
• Works effectively with Microsoft Office, Outlook, and CRM or database tools.
• Full time