Customer Engagement Specialist

Paycom - ATS; Florida; Remote; USD 42,000 - 54,000; Full time

Job summary

Paycom - ATS is seeking a Customer Engagement Specialist to support Account Managers with daily client requests, meeting preparation, and documentation. You will track tasks, gather requirements, and maintain CRM data while ensuring timely follow-ups and professional client interactions.

The role emphasizes accurate communication, cross-functional collaboration, and attention to detail in a remote work environment. 1–2 years in admin or customer service is preferred.

Qualifications

• Associate degree or equivalent work experience preferred.
• 1–2 years in administrative support or customer service.
• Experience with software, healthcare, or life sciences a plus.
• Proficient in MS Office and note-taking.

Responsibilities

• Assist Account Managers with day-to-day client requests and follow-ups.
• Prepare meeting materials, agendas, and minutes.
• Track tasks and deliverables with internal teams.
• Collect business requirements and document specifications.
• Maintain client records and CRM data.
• Support billing follow-through and drafting summaries.
• Coordinate internal scheduling for meetings and demos.

Skills

Administrative support

Customer service

Project coordination

Microsoft Office

Documentation

Written communication

Education

Associate degree or equivalent

Tools

SampleIQ CRM

CRM

Microsoft Office

Job description

Position SummaryThe Customer Engagement Specialist supports the Customer Engagement team by assisting Account Managers and Account Executives with administrative, operational, and client-facing tasks. This role helps ensure smooth day-to-day client interactions, timely follow-through, and accurate documentation. The Specialist contributes to overall client satisfaction by executing assigned tasks reliably and professionally, serving as an extension of the Account Manager/Account Executive in organizing, tracking, and communicating customer needs.Essential Duties & ResponsibilitiesSupport Account Managers/Executives in managing day-to-day client requests, follow-ups, and routine communications.Prepare, update, and distribute meeting materials including agendas, meeting minutes, and action logs.Track open items, project tasks, and client deliverables; follow up with internal teams to ensure deadlines are met.Assist in collecting business requirements, organizing details, and documenting specifications for internal review.Maintain client records, project documentation, CRM/SampleIQ task tracking systems.Handle administrative components of billing follow-through such as gathering time, tracking billable events, or preparing draft summaries.Coordinate internal scheduling and logistics for client meetings, demos, and project reviews.Support the preparation of cost estimates, proposals, and statements of work by gathering data and assembling standard components.Assist Account Managers/Executives during onboarding of new clients by preparing templates, checklists, data intake items, and internal handoffs.Monitor shared mailboxes or communication channels as assigned, ensuring timely responses or routing items to the appropriate Account Manager/Executive.Provide operational support for product updates, client notifications, and internal release coordination tasks.Serve as an internal liaison to ensure cross-functional teams receive the information needed to complete client-related tasks.Perform other duties or special projects as assigned.Qualifications / CompetenciesTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be provided.Compliance with all company policies, procedures and SOPs.Ability to handle confidential or sensitive client information appropriately.Education, Experience & Technical SkillsAssociate degree or equivalent work experience preferred.1–2 years of experience in administrative support, customer service, operations, or a coordination role; experience in software, healthcare, or life sciences a plus.Familiarity with project coordination or task tracking tools.Basic understanding of data exchanges or databases helpful but not required; willingness to learn is essential.Proficiency with Microsoft Office or equivalent productivity tools.Strong written documentation and note-taking skills.Soft SkillsStrong customer service orientation and professional communication skills.High attention to detail, accuracy, and ability to follow established processes.Ability to manage multiple priorities in a fast-paced environment.Reliable follow-through and accountability for assigned tasks.Strong organizational skills and comfort working across multiple internal teams.Proactive, resourceful, and open to learning new systems and processes.Comfortable working independently in a remote environment.