Onboarding Specialist

INNERGY
Austin, TX
About INNERGY

INNERGY is revolutionizing the Engineer-to-Order (ETO) industry with purpose-built, cloud-based ERP software designed specifically for custom manufacturers. Our platform empowers businesses to run smarter, faster, and more efficiently, bridging the gaps between design, production, and delivery for those who craft architectural millwork, cabinetry, and casework. But what truly sets us apart is our people. Founded in 2016, INNERGY is powered by a diverse, distributed team across the globe. We bring decades of software experience and a shared passion for solving real problems in real industries. We’re collaborative, creative, and deeply committed to building tools that make a difference and fostering a culture where everyone can thrive.

Now, with exciting momentum and a recent acquisition, INNERGY is entering a high-growth phase. We’re scaling quickly and thoughtfully- bringing in top talent and new ideas to help us reach the next level. It’s an incredible time to join a team where your contributions will have real impact, your voice will be heard, and your work will help shape the future of a fast-evolving company and industry. At INNERGY, we believe that how we work matters just as much as what we build. Our culture is rooted in curiosity, continuous improvement, and a drive to create “raving fans”, both in our customer base and on our team.

Position Overview

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.

Key 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.

Qualifications

  • 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%

Why You’ll Love It Here

At INNERGY, our mission is to create raving fans, and that starts with our people. We’re a team that leads with empathy, adapts with agility, and shows up for one another. Our inclusive culture is rooted in trust and driven by impact, curiosity, and a shared commitment to doing great work together. Everyone here rolls up their sleeves, leans into challenges, and brings their unique perspective to the table. We listen, learn, and grow together. If you’re energized by impact, fueled by purpose, and excited to build with people who truly care, you’ll love it here!

INNERGY is an Equal Opportunity Employer and values diversity at all levels. We are committed to providing a work environment that is free from discrimination and harassment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, pregnancy, gender identity, national origin, disability status, veteran status, or any other characteristic protected by law.
Posted 2026-01-21

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