Onboarding Specialist

Posted July 25, 2026

About this opportunity

Opportunity Overview

The Onboarding Specialist role is focused on managing the onboarding process for new clients, setting clear expectations, defining milestones, and tracking progress. This involves supporting client education, monitoring client health, and maintaining clear communication with clients. The goal is to keep clients engaged and motivated throughout the onboarding process, encouraging the adoption of best practices. The ideal candidate has experience in onboarding, client success, or related roles, preferably within the architectural millwork industry or manufacturing. The Onboarding Specialist will work closely with clients to identify and address potential challenges early on, developing strategies to overcome obstacles and keep the onboarding process on track. This role also involves gathering client feedback and sharing insights to refine onboarding strategies and influence future training content priorities. The Onboarding Specialist must have strong communication skills, excellent organizational and time-management skills, and the ability to analyze data and use insights to manage progress and risks. The role requires a problem-solving mindset with adaptability to client needs and challenges. The Onboarding Specialist will collaborate with content or training teams to prioritize and influence resource development, and will be responsible for maintaining clear, consistent communication with clients, providing regular updates and documenting all interactions for cross-team visibility.

Responsibilities

Manage the onboarding process for new clients by setting clear expectations, defining milestones, and tracking progress against onboarding goals
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
Use data and progress tracking to monitor client health during onboarding, identifying and addressing potential challenges early
Keep clients engaged and motivated throughout onboarding, encouraging adoption of INNERGY processes and best practices
Maintain clear, consistent communication with clients, providing regular updates and documenting all interactions for cross-team visibility
Identify and address challenges such as limited client engagement or resistance to change, developing strategies to overcome these obstacles and keep onboarding on track
Gather client feedback throughout onboarding and share insights to help refine onboarding strategies and influence future training content priorities

Benefits

Travel up to 10% of the time

Requirements & Qualifications

Experience in onboarding, client success, or related roles, preferably within the 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

How to Apply

Review the job description and requirements to ensure you are a good fit for the role.
Prepare your application materials, including your resume and a cover letter.
Click the Apply button below to submit your application.

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