Onboarding Specialist (CAD/CAM) at INNERGY1

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.