Remote Client Onboarding & Success Lead

SmartRecruiters, Inc.; Northern (KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

INNERGY is transforming the woodworking industry with purpose-built, cloud-based ERP software for custom manufacturers. We guide clients through a structured onboarding process to ensure fast value realization and sustained adoption of INNERGY processes.

As part of a globally distributed team, you will manage onboarding milestones, collaborate with content teams for training resources, and monitor client health to drive successful outcomes. Remote-friendly U.S. role with travel up to 10%.

Qualifications

• 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%.

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.

Skills

Onboarding

Client Success

Communication

Data Analysis

Project Management

Travel up to 10%

Training Enablement

Job description

INNERGY is transforming the woodworking industry with purpose-built, cloud-based ERP software for custom manufacturers. We guide clients through a structured onboarding process to ensure fast value realization and sustained adoption of INNERGY processes.

As part of a globally distributed team, you will manage onboarding milestones, collaborate with content teams for training resources, and monitor client health to drive successful outcomes. Remote-friendly U.S. role with travel up to 10%.