Onboarding Specialist

INNERGY • Austin, TX

21d • Remote

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 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.

Responsibilities

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed