Job Description

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. BM: I would say the industry experience is essential.
• 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.
• Could add a preferred location or timezone if relevant for global coverage.

Additional Information

All your information will be kept confidential according to EEO guidelines.

Accessibility & Work Environment

INNERGY is committed to fostering an inclusive and accessible workplace. We support reasonable adjustments for individuals with disabilities in accordance with applicable laws. If you require any accommodations during the recruitment process or in your role, please let us know.

This role is primarily computer-based and may involve extended periods of screen time and frequent communication through digital tools. Work may be performed remotely or in an office setting, depending on the role and location. We prioritize employee wellbeing, flexibility, and a safe, supportive work environment across all regions.

Equal Opportunity Employer

INNERGY is an Equal Opportunity Employer that values diversity at every level of the organization. We are committed to creating a workplace free from discrimination and harassment. All qualified applicants will be considered without regard to race, color, religion, sex, age, sexual orientation, pregnancy, gender identity or expression, national origin, disability, veteran status, or any other protected characteristic under applicable law.

Location Eligibility Notice

This is a U.S.-based remote role. Due to current regulatory requirements, we are only able to consider candidates residing in certain U.S. states.

Eligible states include, but are not limited to: Texas, Florida, Missouri, Arizona, Indiana, North Carolina, and Wisconsin.

At this time, candidates located in California, Colorado, New York, Illinois, Washington, or other states with active pay transparency requirements are not eligible for consideration.