INNERGY
INNERGY is a company dedicated to providing comprehensive software solutions specifically for the custom woodworking industry. Their offerings include design, enterprise resource planning (ERP), and educational services tailored to the needs of woodworking businesses. The company focuses on delivering a fast, collaborative, and cloud-based 3D CAD/CAM software that enhances workflow visibility and efficiency from estimation to installation. INNERGY aims to maximize profitability for clients by offering tools that enable better management of costs and margins. Additionally, they provide continuing education for business owners, supporting innovative business management strategies and the use of data to optimize operations.
ERP • Woodworking • Custom Manufacturing • Business Intelligence • Millwork
ERP Onboarding - Client Success Manager
March 29
INNERGY
INNERGY is a company dedicated to providing comprehensive software solutions specifically for the custom woodworking industry. Their offerings include design, enterprise resource planning (ERP), and educational services tailored to the needs of woodworking businesses. The company focuses on delivering a fast, collaborative, and cloud-based 3D CAD/CAM software that enhances workflow visibility and efficiency from estimation to installation. INNERGY aims to maximize profitability for clients by offering tools that enable better management of costs and margins. Additionally, they provide continuing education for business owners, supporting innovative business management strategies and the use of data to optimize operations.
ERP • Woodworking • Custom Manufacturing • Business Intelligence • Millwork
📋 Description
• Manage onboarding process for new clients, ensuring they understand and can effectively use INNERGY’s ERP system. • Set clear expectations and milestones, tracking progress through the onboarding timeline. • Introduce educational opportunities into the onboarding process to help clients implement INNERGY. • Conduct training sessions on specific concepts. • Utilize data-driven insights to monitor clients' onboarding health and identify potential challenges. • Maintain clear communication, provide regular updates, and document all client interactions. • Develop and implement strategies to overcome obstacles during onboarding. • Collect feedback to improve onboarding strategies and processes.
🎯 Requirements
• Proven experience in onboarding, client success, or related field, preferably in software, ERP systems, or architectural millwork industry. • Strong communication skills to explain complex concepts clearly. • Excellent planning, organizational, and time-management skills. • Ability to use data to track progress and identify potential issues. • Experience in motivating and influencing clients. • Proficiency in conducting training sessions on software and industry concepts. • Problem-solving mindset to handle challenges and adapt strategies. • Detail-oriented, organized, efficient, and deadline driven. • Innovative and pragmatic thinker. • Proficient in Microsoft Office. • Solid verbal and written communication skills. • Teamwork-oriented with collaboration skills. • Exceptional customer service skills. • Ability to interact effectively in a small, remote office environment.
🏖️ Benefits
• Comprehensive walkthroughs of the INNERGY Solution with the Team. • Onboarding Plan, document, and Continuous Improvement Roadmap. • Regular review cycles.
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