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Onboarding Specialist

Planera, Inc

Planera, Inc

South Carolina, USA · New York, NY, USA · Remote
Posted on Mar 7, 2025

About Us:

Planera is a fast-growing software startup revolutionizing construction planning and scheduling. We are disrupting an industry that has seen little innovation in decades, and the opportunity for change – and upside – is big. Our culture is dynamic, smart, and spirited, and we are committed to solving critical problems for general contractors and project owners. Join us and help to grow a company that will change how the world is built.

Responsibilities

  • Lead onboarding and implementation for new clients, ensuring a smooth transition to our construction scheduling platform.
  • Conduct training sessions (both virtual and on-site) for project teams, schedulers, and executives.
  • Provide hands-on support in migrating existing schedules from Oracle Primavera P6, Microsoft Project, and other scheduling tools.
  • Educate clients on Lean construction principles, Pull Planning, and Short Interval Scheduling, helping them integrate these methodologies into their workflows.
  • Collaborate with customer success, product, and engineering teams to provide feedback for continuous product improvement.
  • Act as a subject matter expert (SME) in construction scheduling, advising clients on best practices for Lean scheduling, workflow optimization, and efficient project planning.
  • Travel up to 50% to customer sites across the U.S. for training, workshops, and implementation support.
  • Assist in developing training materials, documentation, and knowledge base resources to support customer education.

Requirements

  • 5+ years of experience in construction scheduling for general contractors, owners, or construction management firms.
  • Hands-on experience with Oracle Primavera P6, Microsoft Project, and Critical Path Method (CPM) scheduling.
  • Strong understanding of Lean construction concepts, Pull Planning, and Short Interval Scheduling.
  • Experience in construction project scheduling, project controls, and resource planning.
  • Excellent communication and training skills, with the ability to teach complex scheduling methodologies to diverse audiences.
  • Experience working with SaaS or technology-driven solutions for construction is a plus.
  • Ability to travel up to 50% within the U.S.
  • Must be located near a major U.S. airport for ease of travel.

Why Join Us:

  • Impact: Be at the forefront of transforming a $12.1 trillion industry. Make a meaningful impact on how the world builds.
  • Culture: Join a smart, spirited team dedicated to innovation and excellence.
  • Growth: Opportunity for professional growth and career advancement in a fast-paced start-up environment.
  • Benefits: Competitive salary, stock options, benefits package, and a dynamic work environment.