Client Services Documentation Specialist

Job Description

Duties & Responsibilities • Design, format, and refine PowerPoint presentations and client documents to create polished, visually engaging deliverables • Apply and maintain consistent branding, formatting, and design standards, including layouts, typography, spacing, and visual hierarchy • Improve the organization, structure, readability, and visual flow of content across presentations and documents • Create, enhance, or update charts, tables, graphics, and other visual elements to support key messaging • Review materials for quality, accuracy, consistency, and brand compliance • Maintain and update presentation templates, document templates, and style guidelines • Ensure materials are professionally prepared for leadership reviews, client meetings, and external distribution • Partner with team members to transform draft content into client-ready deliverables • Other duties as assigned • Use, protect and disclose patients’ protected health information (PHI) only in accordance with Health Insurance Portability and Accountability Act (HIPAA) standards • Understand and comply with Information Security and HIPAA policies and procedures at all times • Limit viewing of PHI to the absolute minimum as necessary to perform assigned duties Qualifications • Completed a Bachelor's Degree of any business-related course • 4+ years of experience in presentation design, document formatting, or a similar role • Demonstrated experience standardizing, formatting, and cleaning up client-facing business documents • Strong eye for design, layout, and typography • Exceptional attention to detail and commitment to consistency • Experience with graphic design tools such as Adobe Illustrator, Photoshop, or Canva • Familiarity with brand guidelines, visual identity systems, and template management • Experience creating executive-level, corporate, or client-facing presentations and documents • Ability to work with content-heavy or inconsistently formatted materials and turn them into polished deliverables • Strong proficiency in Microsoft Office Suite, particularly Excel, PowerPoint and Word • Strong interpersonal skills, ability to communicate well at all levels of the organization • Strong problem solving and creative skills and the ability to exercise sound judgment and make decisions based on accurate and timely analyses • High level of integrity and dependability with a strong sense of urgency and results oriented • Excellent written and verbal communication skills required Working Conditions • Must possess a smart-phone or electronic device capable of downloading applications, for multifactor authentication and security purposes • Physical Demands: While performing the duties of this job, the employee is occasionally required to move around the work area; Sit; perform manual tasks; operate tools and other office equipment such as computer, computer peripherals and telephones; extend arms; kneel; talk and hear • Mental Demands: The employee must be able to follow directions, collaborate with others, and handle stress • Work Environment: The noise level in the work environment is usually minimal • Med-Metrix will not discriminate against any employee or applicant for employment because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, veteran status, other non-merit based factors, or any other characteristic protected by federal, state or local law.