Onboarding Specialist

INNERGY

Onboarding Specialist guiding clients through INNERGY's onboarding process to ensure effective adoption of the ERP software. Collaborating with clients for measurable business value at startup.

Posted 7/24/2026full-timeRemote • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client onboarding and success, utilizing strong communication and organizational skills to manage client relationships effectively. Proficient in data analysis to monitor client progress and adapt strategies for optimal engagement and outcomes.

Highest-signal resume keywords

Client Onboarding ManagementData Analysis and Progress TrackingStrong Communication SkillsProblem-Solving MindsetCollaboration with Content Teams

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Onboarding Process ManagementData AnalysisProgress TrackingClient Engagement StrategiesResource Development Prioritization

Soft Skills

Strong CommunicationOrganizational SkillsTime ManagementMotivational SkillsAdaptability

Industry Keywords

Client SuccessMicrovellumArchitectural MillworkManufacturing

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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.