Your mission
We are an IT services provider delivering end-to-end support, from service desk operations to project coordination, vendor management, and expansion planning. To strengthen our onboarding process, we’re seeking a Customer Onboarding/Projects Coordinator (2-month contract, with possible extension).
This is a senior role requiring someone who can quickly learn our workflows, shadow our SME, and then take charge of onboarding new customers. The ideal candidate is data-driven, analytical, and confident in engaging both clients and leadership. They must be able to challenge processes, propose improvements, and hold stakeholders accountable.
Your profile
Learn, Lead & Implement- Absorb internal workflows, tools, and customer processes (Salesforce, Confluence, Smartsheet, SharePoint, MS Planner).
- Shadow the SME to capture best practices, then lead both onboarding and implementation for new customers.
- Facilitate kickoff meetings, gather requirements, and design onboarding/implementation plans with clear timelines.
- Drive solution setup and implementation, ensuring successful customer adoption.
- Coordinate across teams and vendors to hit delivery milestones.
- Represent Dynamix with confidence in client-facing discussions.
- Extract and analyze onboarding/implementation data (Salesforce, Smartsheet, etc.).
- Build reports and presentations to show progress, risks, and opportunities.
- Instill a data-first approach to decision-making.
- Critically assess onboarding and implementation processes, identify inefficiencies, and recommend improvements.
- Provide evidence-based feedback and hold stakeholders accountable.
What We’re Looking For
- Experience: 5+ years in IT onboarding, project coordination, or customer success with enterprise clients.
- Data-Driven: Skilled in Salesforce, Smartsheet, SharePoint reporting.
- Leadership Presence: Confident communicator with senior-level clients.
- Independent & Accountable: Able to drive decisions without executive reliance.
- Cultural Awareness: Familiar with U.S. business practices; comfortable with candid dialogue.
- Tools Expertise: Salesforce, Confluence, Smartsheet, SharePoint, MS Planner, MS Teams (other CRM experience is a plus).
- Duration: 2 months (initial).
- Extension: Possible, based on performance and client feedback.
- Engagement: Direct client-facing role with immediate onboarding responsibility.