Job Description
Role Purpose
The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs.
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Do
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Support process by managing transactions as per required quality standards
- Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner
- Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue
- Update own availability in the RAVE system to ensure productivity of the process
- Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions
- Follow standard processes and procedures to resolve all client queries
- Resolve client queries as per the SLAâÃÂÃÂs defined in the contract
- Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients
- Identify and learn appropriate product details to facilitate better client interaction and troubleshooting
- Document and analyze call logs to spot most occurring trends to prevent future problems
- Maintain and update self-help documents for customers to speed up resolution time
- Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution
- Ensure all product information and disclosures are given to clients before and after the call/email requests
- Avoids legal challenges by complying with service agreements
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Deliver excellent customer service through effective diagnosis and troubleshooting of client queries
- Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions
- Assist clients with navigating around product menus and facilitate better understanding of product features
- Troubleshoot all client queries in a user-friendly, courteous and professional manner
- Maintain logs and records of all customer queries as per the standard procedures and guidelines
- Accurately process and record all incoming call and email using the designated tracking software
- Offer alternative solutions to clients (where appropriate) with the objective of retaining customersâÃÂàand clientsâÃÂàbusiness
- Organize ideas and effectively communicate oral messages appropriate to listeners and situations
- Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs
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Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client
- Undertake product trainings to stay current with product features, changes and updates
- Enroll in product specific and any other trainings per client requirements/recommendations
- Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client
- Update job knowledge by participating in self learning opportunities and maintaining personal networks
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Deliver
| No | Performance Parameter | Measure |
| 1 | Process | No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback |
| 2 | Self- Management | Productivity, efficiency, absenteeism, Training Hours, No of technical training completed |
Role Summary
The B1 VMD Process Associate is responsible for executing Vendor Master Data and Accounts Payable support activities with high levels of accuracy, compliance, and productivity. The role requires processing vendor-related requests, validating supporting documentation, maintaining audit trails, and ensuring service levels are met.
The associate will work closely with teams located in Cebu and Chennai to ensure seamless service delivery, process standardization, and business continuity.
Vendor Master Data Processing
- Process vendor creation, modification, activation, deactivation, and maintenance requests.
- Validate supporting documentation and approvals before processing requests.
- Perform duplicate checks and data validation to ensure data accuracy and integrity.
- Maintain complete and accurate vendor records in accordance with process guidelines.
Workflow and Queue Management
- Manage requests through GMB and workflow management tools.
- Monitor assigned queues and ensure timely completion of requests within SLA.
- Prioritize workload based on business requirements and urgency.
- Complete the daily allocation of assigned requests and provide an end-of-day status update on allocation completion to the B3 Lead.
- Escalate exceptions, delays, and process issues to the B3 Lead.
Compliance and Controls
- Adhere to SOPs, desktop procedures, and process controls.
- Ensure compliance with audit, regulatory, and company requirements.
- Maintain complete supporting documentation and audit evidence.
- Follow maker-checker and approval controls as defined by the process.
Quality and Continuous Improvement
- Participate in quality reviews and corrective actions.
- Support process improvement initiatives.
- Identify root causes of errors and recommend preventive measures.
- Contribute to knowledge management and process documentation.
Collaboration and Communication
- Work closely with Cebu and Chennai delivery teams.
- Participate in team meetings, training sessions, and operational reviews.
- Communicate effectively with internal stakeholders and business users.
- Provide timely updates on process issues, risks, and operational metrics.
Qualifications
- Bachelor's Degree in Accounting, Finance, Commerce, Business Administration, or related field
- 4 to 5 years of experience in Vendor Master Data (VMD) and/or Accounts Payable processes
- Experience with ERP systems and vendor management processes
- Exposure to process transitions and stabilization activities
- Experience working in a BPO or Shared Services environment.
- Hands-on experience using GMB and workflow management tools.
- Experience handling high-volume transaction processing environments.
- Experience working with SLA, productivity, and quality targets.
Mandatory Skills: Procurement(MDM) .
Experience: 1-3 Years .
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