Onboarding Specialist

🔥 2 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚀 Onboarding Specialist

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INNERGY

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2015

☁️ SaaS

🤝 B2B

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

SaaS • B2B

<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

• Client Onboarding: Manage the onboarding process for new clients by setting clear expectations, defining milestones, and tracking progress against onboarding goals. • Education & Enablement: 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. • Process Monitoring: Use data and progress tracking to monitor client health during onboarding, identifying and addressing potential challenges early. • Client Motivation: Keep clients engaged and motivated throughout onboarding, encouraging adoption of INNERGY processes and best practices. • Communication: Maintain clear, consistent communication with clients, providing regular updates and documenting all interactions for cross-team visibility. • Problem Solving: Identify and address challenges such as limited client engagement or resistance to change. Develop strategies to overcome these obstacles and keep onboarding on track. • Feedback Loop: 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

• Accessibility & Work Environment: INNERGY is committed to fostering an inclusive and accessible workplace. We support reasonable adjustments for individuals with disabilities in accordance with applicable laws. • Equal Opportunity Employer: 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.