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Guide clients through a structured onboarding process, ensuring effective adoption of INNERGY and early achievement of measurable business value.

Manage the onboarding process for new clients by setting clear expectations, defining milestones, and tracking progress against onboarding goals.
Support client education by integrating learning opportunities into onboarding.
Collaborate with the Content Creation team to prioritize and request needed training resources.
Monitor client health during onboarding using data and progress tracking, identifying and addressing potential challenges early.
Keep clients engaged and motivated throughout onboarding, encouraging adoption of INNERGY processes and best practices.
Maintain clear, consistent communication with clients, providing regular updates and documenting all interactions.
Identify and address challenges such as limited client engagement or resistance to change, developing strategies to overcome obstacles.
Gather client feedback throughout onboarding and share insights to refine strategies and influence future training content priorities.

Experience in onboarding, client success, or related roles, preferably within the 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%.

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.
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.

All your information will be kept confidential according to EEO guidelines.
INNERGY is committed to fostering an inclusive and accessible workplace.
We support reasonable adjustments for individuals with disabilities in accordance with applicable laws.
INNERGY is an Equal Opportunity Employer that values diversity at every level of the organization.
We are committed to creating a workplace free from discrimination and harassment.
All qualified applicants will be considered without regard to race, color, religion, sex, age, sexual orientation, pregnancy, gender identity or expression, national origin, disability, veteran status, or any other protected characteristic under applicable law.

Onboarding Specialist at INNERGY

Onboarding Specialist