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INNERGY · 7 hours ago

Onboarding Specialist

United States

Full-time

Remote

New Grad, Entry Level

INNERGY is revolutionizing the Engineer-to-Order (ETO) industry with purpose-built, cloud-based ERP software designed specifically for custom manufacturers. In this role, you will guide clients through the onboarding process, ensuring they adopt INNERGY effectively and achieve measurable business value early in their journey.

Business IntelligenceEnterprise Resource Planning (ERP)ManufacturingSoftware

Responsibilities

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

Qualification

Onboarding experienceClient successERP systems knowledgeData analysisCommunicationOrganizational skillsProblem-solving mindsetCollaboration with teams

Required

Experience in onboarding, client success, or related roles, preferably within ERP systems, the 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%

Company

INNERGY

Innergy provides business intelligence and ERP solutions for woodworking, custom manufacturing and millwork sectors.

Founded in 2015

Austin, Texas, USA

51-200 employees

https://www.innergy.com

Funding

Current Stage

Growth Stage

Total Funding

$44M

Key Investors

Mainsail Partners

2024-08-01Private Equity· $44M

Leadership Team

Marc Sanderson

CEO

Company data provided by crunchbase