Onboarding Specialist

🔥 13 hours ago

🤠 Texas – Remote

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⏰ Full Time

🟡 Mid-level

🟠 Senior

🚀 Onboarding Specialist

👻 Ghost score 10%

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Logo of INNERGY

INNERGY

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 onboarding for new clients by setting expectations, defining milestones, and tracking progress • Integrate learning opportunities into onboarding and collaborate with the Content Creation team on training resources • Monitor client health using data and progress tracking • Identify and address onboarding challenges early • Keep clients engaged and motivated to adopt INNERGY processes and best practices • Maintain clear client communication and document interactions for cross-team visibility • Develop strategies to overcome limited engagement or resistance to change • Gather client feedback and share insights to refine onboarding strategies and training priorities

🎯 Requirements

• Experience in onboarding, client success, or related roles • Experience preferably within the Microvellum architectural millwork industry or manufacturing • Strong communication skills and ability to explain complex concepts clearly • Excellent organizational and time-management skills • Ability to analyze data and use insights to manage progress and risks • Ability to motivate and guide 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 • Willingness/ability to travel up to 10%

🏖️ Benefits

• Remote work options • Flexible work environment • Employee wellbeing support • Inclusive and accessible workplace • Reasonable adjustments/accommodations during recruitment and employment • Safe, supportive work environment

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🚀 Onboarding Specialist

🚫👨‍🎓 No degree required