Onboarding Specialist – Engineering

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November 23

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INNERGY

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SaaS • Enterprise • Education

INNERGY is a company dedicated to providing comprehensive software solutions specifically for the custom woodworking industry. Their offerings include design, enterprise resource planning (ERP), and educational services tailored to the needs of woodworking businesses. The company focuses on delivering a fast, collaborative, and cloud-based 3D CAD/CAM software that enhances workflow visibility and efficiency from estimation to installation. INNERGY aims to maximize profitability for clients by offering tools that enable better management of costs and margins. Additionally, they provide continuing education for business owners, supporting innovative business management strategies and the use of data to optimize operations.

11 - 50 employees

☁️ SaaS

🏢 Enterprise

📚 Education

📋 Description

• Lead clients through their initial 1–3 month onboarding journey. • Define onboarding goals and implementation timelines tailored to each client’s manufacturing workflows. • Coordinate installation, licensing, and setup with internal technical support resources. • Deliver onboarding sessions focused on Toolbox core functions. • Track client progress against onboarding milestones. • Encourage adoption of Toolbox by helping client teams transition from manual processes to digital workflows. • Maintain consistent communication with clients through CRM, email, and scheduling tools. • Gather client feedback to enhance the onboarding experience.

🎯 Requirements

• Experience in onboarding, implementation, or training roles within CAD/CAM, manufacturing software, or technical SaaS. • Familiarity with Microvellum Toolbox or similar AutoCAD-based manufacturing software preferred. • Knowledge of woodworking, cabinetry, or millwork industry processes is a strong plus. • Strong communication skills with the ability to explain complex technical concepts clearly and effectively. • Excellent organizational and time management skills, with the ability to manage multiple clients at varying stages of onboarding. • Proficiency in remote training and support tools, including screen sharing and virtual collaboration platforms. • Problem-solving mindset with the ability to identify and resolve onboarding challenges proactively.

🏖️ Benefits

• Health insurance • Professional development • Flexible work arrangements • Paid time off