Remote Partner Onboarding & Compliance Specialist

Palmetto; Philippines; Hybrid; PHP 360,000 - 480,000; Full time

Job summary

Palmetto is seeking a remote Partner Compliance & Onboarding Coordinator in the Philippines to support partner onboarding and compliance follow-ups. This temporary, fixed-term role emphasizes detail, organization, and timely communication.

You will track applications, collect documents, monitor licenses and renewals, and help ensure accurate partner records across markets. No strict compliance background is required; strong data-entry skills and proactive communication are key.

Qualifications

• Exceptionally detail-oriented, with a track record of managing multiple tasks efficiently and ensuring nothing falls through the cracks.
• Administrative, customer service, or data entry experience is a plus, but not required.
• Strong written communication skills, with the ability to draft clear, professional emails independently rather than relying on templates.
• Proficient in Google Workspace (Gmail, Docs, Sheets) and comfortable navigating spreadsheets; eager to pick up new tools as needed.
• Highly dependable, with consistent follow-through on tasks and commitments.
• Familiarity with Salesforce or similar CRM and task management softwares is a bonus.
• This is a fixed-term, 1-year position, with the possibility of extension or conversion to a permanent role based on business needs.

Responsibilities

• Partner onboarding support — Help process and track partner applications for HVAC, Water Heater, Generator, and GSHP programs.
• Send follow-up emails and outreach to partners to collect missing information or meet compliance deadlines.
• Keep records up to date and flag anything that needs a closer look.
• Compliance monitoring support — Assist with a review of existing partner records in our compliance platform, checking for flags and making sure information is accurate.
• Help track partner license, certification, renewals and insurance expiration dates.
• Help monitor compliance requirements for sales reps across multiple markets.

Skills

Detail oriented

Administrative experience

Data entry

Written communication

Google Workspace

CRM (Salesforce)

Dependable

Process-driven

Tools

Salesforce

Job description

Palmetto is seeking a remote Partner Compliance & Onboarding Coordinator in the Philippines to support partner onboarding and compliance follow-ups. This temporary, fixed-term role emphasizes detail, organization, and timely communication.

You will track applications, collect documents, monitor licenses and renewals, and help ensure accurate partner records across markets. No strict compliance background is required; strong data-entry skills and proactive communication are key.