Onboarding Specialist

About INNERGY

INNERGY is revolutionizing the woodworking 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 of 100+ across the U.S. and Europe. 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 to building a culture where everyone can thrive.

Now, with exciting momentum and 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 lead clients through their initial 1–3 month onboarding journey, ensuring they adopt Toolbox/Design effectively in production environments. You will help customers achieve value quickly by supporting installation, configuration, and best practices for applying Toolbox in millwork, cabinetry, and architectural woodworking operations. 

Key Responsibilities: 

Client Onboarding & Planning: Serve as the primary point of contact for new Toolbox/Design customers. Define onboarding goals and implementation timelines tailored to each client’s manufacturing workflows and cabinet library requirements. Coordinate installation, licensing, and setup with internal technical support resources.
Collaborate with Sales to ensure alignment on client expectations pre-kickoff. 

Training & Enablement: Deliver onboarding sessions focused on Toolbox core functions, including BricsCAD integration, product library configuration, reporting, and machining. Guide clients through the creation of their first production-ready project. Collaborate with the Content Creation team to prioritize and recommend training resources, such as Microvellum University materials, based on client roles. 

Progress Monitoring & Support Handoff: Track client progress against onboarding milestones and determine readiness for transition to long-term support or Customer Success engagement. Identify and escalate potential roadblocks, such as CAD challenges or machine setup issues, in collaboration with technical and engineering teams. 

Customer Motivation & Change Management: Encourage adoption of Toolbox by helping client teams transition from manual processes to digital workflows. Build strong relationships with stakeholders across design, engineering, and shop floor operations. 

Communication & Documentation: Maintain consistent communication with clients through CRM, email, and scheduling tools. Document client-specific configurations, training progress, and open issues to ensure a smooth handoff post-onboarding. 

Feedback & Process Improvement: Gather client feedback to enhance the onboarding experience and share insights with product and content teams about recurring challenges or frequently misunderstood features. 

Qualifications: 

Experience in onboarding, implementation, or training roles within CAD/CAM, manufacturing software, or technical SaaS. 

Familiarity with Microvellum Toolbox or similar AutoCAD-based manufacturing software preferred. 

Knowledge of woodworking, cabinetry, or millwork industry processes is a strong plus. 

Strong communication skills with the ability to explain complex technical concepts clearly and effectively. 

Excellent organizational and time management skills, with the ability to manage multiple clients at varying stages of onboarding. 

Proficiency in remote training and support tools, including screen sharing and virtual collaboration platforms. 

Problem-solving mindset with the ability to identify and resolve onboarding challenges proactively. 

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!