Onboarding Specialist

Summary

INNERGY provides cloud-based ERP software designed for custom woodworking manufacturers. The Onboarding Specialist guides new clients through a structured onboarding process, supports education and adoption, monitors progress and client health, resolves challenges, and gathers feedback to improve onboarding strategies and training resources.

Responsibilities

• Client Onboarding: Manage the onboarding process for new clients by setting clear expectations, defining milestones, and tracking progress against onboarding goals
• Education & Enablement: Support client education by integrating learning opportunities into onboarding and collaborating with the Content Creation team to prioritize and request the training resources clients need most
• Process Monitoring: Use data and progress tracking to monitor client health during onboarding, identifying and addressing potential challenges early
• Client Motivation: Keep clients engaged and motivated throughout onboarding, encouraging adoption of INNERGY processes and best practices
• Communication: Maintain clear, consistent communication with clients, providing regular updates and documenting all interactions for cross-team visibility
• Problem Solving: Identify and address challenges such as limited client engagement or resistance to change. Develop strategies to overcome these obstacles and keep onboarding on track
• Feedback Loop: Gather client feedback throughout onboarding and share insights to help refine onboarding strategies and influence future training content priorities

Skills

• Experience in onboarding, client success, or related roles, preferably within Microvellum architectural millwork industry, or manufacturing
• Strong communication skills with the ability to explain complex concepts clearly
• Excellent organizational and time-management skills
• Ability to analyze data and use insights to manage progress and risks
• Skilled at motivating and guiding clients toward successful outcomes
• Experience collaborating with content or training teams to prioritize and influence resource development
• Problem-solving mindset with adaptability to client needs and challenges
• Travel up to 10%
• This is a U.S.-based remote role. Due to current regulatory requirements, we are only able to consider candidates residing in certain U.S. states
• Eligible states include, but are not limited to: Texas, Florida, Missouri, Arizona, Indiana, North Carolina, and Wisconsin

Qualifications

Must Haves

• Experience in onboarding, client success, or related roles, preferably within Microvellum architectural millwork industry, or manufacturing
• Strong communication skills with the ability to explain complex concepts clearly
• Excellent organizational and time-management skills
• Ability to analyze data and use insights to manage progress and risks
• Skilled at motivating and guiding clients toward successful outcomes
• Experience collaborating with content or training teams to prioritize and influence resource development
• Problem-solving mindset with adaptability to client needs and challenges
• Travel up to 10%
• This is a U.S.-based remote role. Due to current regulatory requirements, we are only able to consider candidates residing in certain U.S. states
• Eligible states include, but are not limited to: Texas, Florida, Missouri, Arizona, Indiana, North Carolina, and Wisconsin

Benefits

• Remote work arrangement
• Employee wellbeing, flexibility, and a safe, supportive work environment