Onboarding Specialist
Core
Guide clients through a structured onboarding process to ensure effective adoption of INNERGY's cloud-based ERP software and achieve early business value.
Role type
Client Success Onboarding Specialist
Builds
Adoption of INNERGY platform for custom manufacturers (architectural millwork, cabinetry, casework)
Domain
Software / Manufacturing / Custom Woodworking
Deliverable
client delivery
Required skills
Client onboarding management, client education and enablement, data analysis for progress tracking, client motivation and engagement, cross-functional collaboration with content teams, problem-solving for adoption barriers
Preferred skills
Experience in Microvellum or architectural millwork industry, experience in manufacturing
Technologies
INNERGY ERP platform, digital communication tools
Responsibilities
Manage onboarding milestones and track progress against goals; Integrate learning opportunities into the onboarding journey; Monitor client health using data to identify challenges; Maintain clear communication and document interactions; Develop strategies to overcome client resistance or low engagement; Gather and share client feedback to refine onboarding strategies
