Project Coordinator (Customer Onboarding)
Project Coordinator (Customer Onboarding)
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Your mission
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
- 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 processesidentifyinefficiencies and recommend improvements.
- Provide evidence-based feedback and hold stakeholders accountable.
What Were 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.
About us
Required Experience:
IC
Employment Type
Part-Time
