Remote Client Engagement & Operations Specialist

Synergistix, Inc.; Florida; Remote; USD 48,000 - 64,000; Full time

Job summary

Synergistix, Inc. is seeking a Customer Engagement Specialist to support Account Managers with administrative, operational, and client-facing tasks. You will help organize, track, and communicate customer needs while maintaining accurate documentation.

The role emphasizes reliable follow-through, remote collaboration, and cross-functional coordination within a fast-paced healthcare/software context. Previous pharma exposure is a plus, but not required.

Qualifications

• 1–2 years of experience in administrative support, customer service, operations, or a coordination role; experience in software, healthcare, or life sciences a plus.
• Associate degree or equivalent work experience preferred.
• 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.

Responsibilities

• Support 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.
• 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.

Skills

Administrative support

Customer service

Project coordination

Documentation

Microsoft Office

Remote work ability

Education

Associate degree or equivalent

Tools

Microsoft Office

Job description

Synergistix, Inc. is seeking a Customer Engagement Specialist to support Account Managers with administrative, operational, and client-facing tasks. You will help organize, track, and communicate customer needs while maintaining accurate documentation.

The role emphasizes reliable follow-through, remote collaboration, and cross-functional coordination within a fast-paced healthcare/software context. Previous pharma exposure is a plus, but not required.