Onboarding Specialist

About INNERGY

INNERGY is revolutionizing the woodworking sector with its specialized, cloud-based ERP software crafted specifically for custom manufacturers. Our system enables businesses to operate more intelligently, swiftly, and efficiently by uniting design, production, and delivery processes for teams involved in architectural millwork, cabinetry, and casework.

Established in 2016, INNERGY is a globally distributed team exceeding 200 professionals, driven by profound software expertise and a passion for solving impactful industry challenges. We emphasize collaboration, innovation, and ownership, striving not only to build powerful products but also a supportive, inclusive culture that empowers individuals to excel.

Following our acquisition of Microvellum, a renowned provider of design-to-manufacturing solutions for woodworking, INNERGY is embarking on an exciting growth trajectory. This merger broadens our capabilities and reinforces our mission to deliver a fully integrated platform for custom manufacturers.

Role Overview

The Onboarding Specialist will guide new clients through an organized onboarding journey, ensuring rapid adoption of INNERGY solutions and delivering measurable business benefits early on.

Key Duties

• Lead new client onboarding by clarifying expectations, setting milestones, and monitoring achievement of goals.
• Facilitate client education by embedding learning opportunities throughout onboarding and collaborating with the Content Creation team to prioritize essential training resources.
• Utilize data tracking to oversee client progress and swiftly handle issues that may arise during onboarding.
• Maintain client engagement and motivation, promoting the adoption of INNERGY processes and industry best practices.
• Ensure transparent, consistent communication with clients, documenting all engagement for team-wide awareness.
• Identify and resolve barriers such as low client participation or resistance to change, devising strategies to maintain onboarding momentum.
• Collect and relay client feedback to optimize onboarding approaches and guide future training content development.

Qualifications

• Experience in onboarding, client success, or related functions, ideally within Microvellum’s architectural millwork environment or manufacturing sector.
• Exceptional communication skills to clearly articulate complex subjects.
• Strong organizational and time management abilities.
• Competence in analyzing data to assess progression and risks.
• Ability to motivate clients and steer them toward successful implementation.
• Experience collaborating effectively with content or training teams to influence and prioritize resource creation.
• Problem-solving capabilities with adaptability to diverse client needs.
• Willingness to travel up to 10% of the time.

Additional Information

All applicant data will be handled confidentially following Equal Employment Opportunity guidelines.