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 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.