Vendor Onboarding & Screening Specialist
Location: ***Must reside in one of these locations: Raleigh, NC; Boston, MA; Charlotte, NC; Jacksonville, FL; Dallas, TX; Houston, TX; Austin, TX; Chicago, IL; Atlanta, GA; Washington, DC; Orlando, FL; San Francisco, CA; Los Angeles, CA; Seattle, WA; New York, NY; Salt Lake City, UT
Pay: $28–$30/hour
Contract Length: 6–8 months
Schedule: Full-time, 8:30 AM – 5:30 PM CST/MST (hybrid in-office 2–3 days per week)
Our client is a privately owned global real estate investment, development and management firm, founded in 1957, with a presence in 395 cities in 30 countries and $95.70 billion of investment assets under Management.
Role Overview
The Vendor Onboarding & Screening Specialist will support vendor onboarding in Coupa and conduct applicable supplier screens (W-9, COI, OFAC, etc) either manually or through Achilles Group (formerly GRMS), our third party screening partner. This role is highly detail-oriented, requiring strong communication skills and the ability to manage sensitive information with discretion.
Key Responsibilities
Coupa Support
· Review and clarify information in vendor onboarding and screening requests submitted by employees.
· Approve or reject requests based on screening results.
· Provide assistance to employees and vendors with onboarding questions or issues.
Supplier Screening Support
· Validate W-9s and confirm COI (Certificate of Insurance) compliance with individual property requirements.
· Conduct OFAC searches and submit other vendor screening requests in Veritas.
· Assist vendors with questions regarding Veritas (Achilles Group) enrollments and waiver requests.
· Maintain logs of manual screens; request renewal COIs or updated W-9s, and review exceptions quarterly.
· Notify property/account teams of screening outcomes and track remediation for failed screens.
Other Duties
· Monitor the supplier screening team’s shared mailbox, resolving or escalating requests as needed.
· Track and report on complex support requests or projects.
· Participate in bi-weekly Supplier Screening “Office Hours” to provide live support.
Qualifications & Experience
· 2–5 years of experience handling supplier onboarding and/or screening or working in an insurance compliance (COI validation) role.
· Prior experience supporting customer/vendor issue resolution and/or managing a vendor database strongly preferred.
· Familiarity with Coupa’s SIM module (or similar vendor onboarding platforms).
· Must have worked a role that required strong attention to detail and organizational skills.
· Must have excellent written communication; specifically email and chat etiquette.
· Experience handling highly confidential and sensitive information. Professional discretion when handling sensitive data.
· Experience to analyze written data and communicate it to others – experience to look at information and check for accuracy
· Strong organizational and multitasking skills with attention to deadlines.
· Proficiency in Microsoft Outlook; Smartsheet familiarity a plus.
· Flexibility to support CST/MST business hours (adjustments may be required for West Coast candidates).
· Bonus: Experience with GRMS/Veritas
TCWGlobal is an equal opportunity employer. We do not discriminate based on age, ethnicity, gender, nationality, religious belief, or sexual orientation.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.