Project Coordinator (Customer Onboarding)

Cebu City , Philippines

AI overview

Lead the onboarding process for new customers by implementing effective solutions, utilizing data analysis, and enhancing team coordination in a direct client-facing role.

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.
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.
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