Onboarding Specialist

🔥 13 minutes ago

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INNERGY

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2015

🏭 Manufacturing

💼 Consulting

☁️ SaaS

💰 $44M Private Equity Round - Innergy on 2024-07

Manufacturing • Consulting • SaaS

<INNERGY> is a cloud-based SaaS platform providing integrated ERP and 3D CAD/CAM software tailored to custom woodworking and architectural millwork businesses. The software covers estimating, job costing, production scheduling, collaboration from design through installation, benchmarking, and education to help shops manage margins, increase throughput, and scale operations. INNERGY emphasizes industry-specific workflows and implementation support for B2B customers in the custom woodworking sector.

📋 Description

• 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 the training resources clients need most. • 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. Develop strategies to overcome these 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 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%

🏖️ Benefits

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