Onboarding Specialist

Company Description

INNERGY is transforming the woodworking industry with purpose built, cloud based ERP software designed exclusively for custom manufacturers. Our platform helps businesses operate smarter, faster, and more efficiently while seamlessly connecting design, production, and delivery for teams creating architectural millwork, cabinetry, and casework.

What truly sets INNERGY apart is our people. Founded in 2016, we are a globally distributed team of 200 plus professionals united by deep software expertise and a shared passion for solving meaningful, real world problems. We value collaboration, creativity, and ownership, and we are intentional about building not only powerful products, but also a culture where people feel supported, heard, and inspired to do their best work.

With strong momentum and the recent acquisition of Microvellum, a trusted leader in design to manufacturing solutions for the woodworking industry, INNERGY is entering an exciting new phase of growth. This combination expands our capabilities, deepens our industry impact, and accelerates our vision of delivering a truly connected, end to end platform for custom manufacturers.

As we scale thoughtfully and bring together top talent and new perspectives, this is a unique opportunity to join a company where your work will have visible impact, your ideas will help shape decisions, and your contributions will play a meaningful role in defining the future of a fast evolving product, team, and industry.

Job Description

In this role, you will guide clients through our structured onboarding process, ensuring they adopt INNERGY effectively and achieve measurable business value early in their journey. 

Key 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. 

Qualifications

• 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%

Additional Information

All your information will be kept confidential according to EEO guidelines.