Overview
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/Service Delivery 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.
Full job description
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/Service Delivery 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.
Qualifications And Requirements
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.
Customer Onboarding & Implementation
- 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.
Data & Reporting
- 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.
Process Oversight
- 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).
Contract Details
- Duration: 2 months (initial).
- Extension: Possible, based on performance and client feedback.
- Engagement: Direct client-facing role with immediate onboarding responsibility.
Requirements & qualifications
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.
Customer Onboarding & Implementation
- 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.
Data & Reporting
- 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.
Process Oversight
- 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).
Contract Details
- Duration: 2 months (initial).
- Extension: Possible, based on performance and client feedback.
- Engagement: Direct client-facing role with immediate onboarding responsibility.
Tips for this job
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Verification notes
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