Onboarding Specialist

In this role, you will guide clients through our structured onboarding process, ensuring they adopt INNERGY effectively and achieve measurable business value early in their journey. 

Key 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. 

• 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%

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

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. If you require any accommodations during the recruitment process or in your role, please let us know.

This role is primarily computer-based and may involve extended periods of screen time and frequent communication through digital tools. Work may be performed remotely or in an office setting, depending on the role and location. We prioritize employee wellbeing, flexibility, and a safe, supportive work environment across all regions.

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. All qualified applicants will be considered without regard to race, color, religion, sex, age, sexual orientation, pregnancy, gender identity or expression, national origin, disability, veteran status, or any other protected characteristic under applicable law.

Location Eligibility Notice

This is a U.S.-based remote role. Due to current regulatory requirements, we are only able to consider candidates residing in certain U.S. states.

Eligible states include, but are not limited to: Texas, Florida, Missouri, Arizona, Indiana, North Carolina, and Wisconsin.

At this time, candidates located in California, Colorado, New York, Illinois, Washington, or other states with active pay transparency requirements are not eligible for consideration.