Onboarding Specialist

INNERGY • Austin, TX

1d

About The Position

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.

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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 51-100 employees