About the Role
Guide clients through a structured onboarding process, ensuring effective adoption of INNERGY and early achievement of measurable business value.
Responsibilities
- 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 and collaborating with the Content Creation team to prioritize and request needed training resources.
- Use data and progress tracking to monitor client health during onboarding, 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 for cross-team visibility.
- Identify and address challenges such as limited client engagement or resistance to change, developing strategies to overcome obstacles and keep onboarding on track.
- Gather client feedback throughout onboarding and share insights to help refine onboarding strategies and influence future training content priorities.
Requirements
- 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.
Work Type
- Travel up to 10%
About the Company
- 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, INNERGY is a globally distributed team of over 200 professionals with deep software expertise and a passion for solving real-world problems.
- We value collaboration, creativity, and ownership, fostering a culture where people feel supported, heard, and inspired.
- With the recent acquisition of Microvellum, INNERGY is entering a new phase of growth, expanding capabilities and accelerating the vision of a connected, end-to-end platform for custom manufacturers.
- This is an 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.
Equal Opportunity
- All your information will be kept confidential according to EEO guidelines.
