INNERGY

Onboarding Specialist

INNERGY

full-time

Posted on:

Location Type: Remote

Location: Texas • United States

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Tech Stack

ERP

About the role

  • Manage the onboarding process for new clients by setting clear expectations, defining milestones, and tracking progress against onboarding goals.
  • 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.
  • Use data and progress tracking to monitor client health during onboarding, identifying and addressing potential challenges early.
  • Keep clients engaged and motivated throughout onboarding, encouraging adoption of INNERGY processes and best practices.
  • Maintain clear, consistent communication with clients, providing regular updates and documenting all interactions for cross-team visibility.
  • Identify and address challenges such as limited client engagement or resistance to change. Develop strategies to overcome these obstacles and keep onboarding on track.
  • 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 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%
Benefits
  • Health insurance
  • Flexible work arrangements
  • Professional development
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
onboardingclient successdata analysisprogress trackingERP systems
Soft Skills
communicationorganizational skillstime-managementmotivating clientsproblem-solvingadaptability