Customer Engagement Specialist

At symplr, we’re transforming how healthcare organizations operate — simplifying complex workflows so providers can focus on delivering exceptional care.

We’re looking for a highly organized, data-driven Customer Events & Engagement Specialist to help elevate how we engage with our customers through virtual events, executive briefings, and strategic meetings.

If you thrive at the intersection of storytelling, project management, and cross-functional collaboration — and you love turning complex inputs into polished, impactful customer experiences — this role is for you.

This is an opportunity to help shape how symplr operationalizes customer engagement at scale. You’ll gain visibility across Sales, Customer Success, Marketing, and Product — while building foundational programs that directly impact customer experience and growth.

If you’re energized by ownership, collaboration, and creating experiences that matter in healthcare, we’d love to meet you.

Deliver High-Impact Virtual Customer Summits

• Plan and execute customer-facing virtual summits, briefings, and meetings
• Develop detailed agendas with compelling content, manageable timelines, and fully prepared discussion leaders
• Ensure every engagement is organized, polished, and aligned to strategic objectives

• Partner to develop compelling PowerPoint presentations within brand guidelines
• Translate product, customer success, and sales inputs into clear, outcome-focused narratives
• Partner with stakeholders to ensure messaging resonates with healthcare leaders
• Embrace a data-driven mindset to set and achieve measurable outcomes

Advance the Customer Marketing Mission

• Leverage our digital channels including our website/social media, in person events to drive customer engagement.
• Partner with operations to build segmentation and engagement tracking in Salesforce, ChurnZero, HubSpot, and related tools.
• Monitor participation and engagement metrics to inform improvements
• Contribute insights that strengthen program effectiveness over time

Drive Cross-Functional Execution

• Partner closely with Customer Success, Sales, Product, and Marketing
• Manage timelines and deliverables across multiple stakeholders
• Bring structure and clarity to complex, fast-moving initiatives

• 3+ years in Customer Success, Customer Support/Operations, Account Management, or similar role in a SaaS
• Strong communication and stakeholder management skills—comfortable engaging clinicians, administrators, and IT teams.
• Proficiency with CRM (e.g., Salesforce, and basic data/analytics (dashboarding, Excel or BI).
• Demonstrated ability to manage a high-volume book of business with competing priorities and time-sensitive requests.
• Experience supporting customer-facing meetings or events (virtual and/or in-person)
• Strong PowerPoint design skills within established brand standards
• Demonstrated ability to leverage AI‑powered tools and technologies to streamline workflows, enhance decision‑making, and improve productivity; must stay current on emerging AI capabilities and incorporate them into day‑to‑day work.

Desired Skills and Qualifications:

• Experience with healthcare operations or working with customers in regulated environments (providers, payers, health tech) a plus.
• 3+ years of experience in customer marketing, events, or program coordination within B2B SaaS
• Exceptional organizational and project management skills
• A proactive, outcome-oriented mindset with comfort using data to guide decisions