Location: Gurugram, Haryana, India
NEOLYTIX · INCREDIBLY
Platform Configuration Analyst
InCredibly Platform Configuration | Non-Ops | Gurugram
DEPARTMENT
Non-Ops
EXPERIENCE
2–5 Years
LOCATION
Gurugram (Onsite)
SHIFT
US Shift
REPORTS INTO
Manager
⚠ US Shift: This role operates on a US-aligned shift from our Gurugram office. Consistent availability during US business hours is required. Apply only if you can commit to this onsite.
About the Role
Neolytix is a US-headquartered healthcare managed services organization serving 270+ provider organizations across the United States, with delivery operations in Gurugram, Manila, and Chicago. InCredibly is the platform we built to run our credentialing, enrollment, and licensing operations: a rules-driven system that manages workflows, documents, timelines, and payer requirements across thousands of providers.
The platform is configurable by design. Payer requirements, document checklists, follow-up protocols, and workflow variants live in a rules layer and knowledge base, not in code. When the rules are right, the platform does the work. When they are missing or wrong, people do it by hand. This role owns that rules layer.
This is not a delivery role and not a development role. You are the person who decides how the platform thinks. Half the job is keeping the knowledge base accurate. The other half is turning what our operations team knows into configuration the platform can execute: workflow rules, stage templates, gate conditions, validation rules, and defaults that reduce manual work for analysts on the floor.
What You Will Do
1. Knowledge Base & Rules Management
Build and maintain the platform knowledge base: document checklists, validation rules, follow-up protocols, and workflow defaults, structured so the system acts on them rather than as prose for a human to read.
Author configuration rules by work type, category, and variant. Keep them current as operational requirements evolve.
Own the flag queue: triage issues raised by analysts, fix them, and route changes through the change-request approval workflow.
2. Workflow Configuration
Translate operational patterns into workflow configuration: stage sequences, variant rules, SLA adjustments, gate requirements, and follow-up cadences.
Design and test configuration changes before they go live. Version your changes, document why you made them, and maintain a clean audit trail.
Coordinate with operations leads to understand process changes and translate them into updated configuration.
3. Schema & Data Model Partnership
Work with the engineering team when a real-world rule does not fit the existing schema. Spot the mismatch, articulate why, and propose the change with enough context for a developer to act on it.
Use SQL to validate your own work and verify data accuracy before changes hit production.
4. Measurement & Training
Track what your rules do: reductions in manual touches, rework, and first-pass failures. Propose the next configuration improvement candidates from this data.
Write SOPs by work type and brief analysts on how configuration changes affect their workflows. You write for people who will run the process, not for a file.
What You Bring
Must-Have
2 to 5 years configuring rules, data, or workflows in an enterprise platform. Backgrounds that translate well: benefit or provider configuration in payer systems (Facets, QNXT, HealthRules, Amisys), EHR application analysis (Epic, Oracle Health, Meditech), enterprise SaaS administration (Salesforce, ServiceNow, Workday, Pega), or business rules engine configuration.
A demonstrated ability to take an unstructured source document, a policy, a set of requirements, an email thread, and decompose it into fields, conditions, exceptions, and checklists. You will be asked to show this in a work sample.
Basic SQL: you use it to query, validate, and reconcile data. Not a course listing.
Version control and change discipline: you document why you made a change, test before you push, and own the outcome when something breaks downstream.
Clear written English. Other people will run the SOPs and playbooks you write.
Strong Preference
Experience with configurable workflow engines, BPM platforms, or business rules engines where you designed the rules, not just executed them.
JIRA: used for managing configuration change requests, flag queues, and work tracking alongside engineering and operations teams.
BPMN 2.0 awareness: ability to read and interpret process flow diagrams and translate them into platform workflow configuration.
Prior experience working with US clients or in a US time-zone overlap model.
Experience across more than one platform or system type: the ability to map a rule from one configuration environment to another.
Nice-to-Have
Exposure to US healthcare operations, RCM workflows, or provider credentialing and enrollment.
Familiarity with credentialing technology platforms such as symplr, Modio Health, Medallion, or similar.
Salesforce, ServiceNow, or Workday administration certification.
Epic certification or formal Facets/QNXT training.
Who You Are
You see structure in a document that most people read as prose. A requirements page is a schema to you before it is a process.
You break things before calling a configuration complete, because you have actually tested it.
You write documentation that the person after you can follow without asking questions.
You push back on vague requirements because you know what happens when a rule is ambiguous and live.
Eligibility Criteria
Education: Graduate degree in any discipline. Computer science, information systems, or a business-adjacent field is an advantage but not required.
SQL: actively used for validation and data checking, not just listed as a skill. Assessed in the work sample.
Shift: US-aligned shift, onsite in Gurugram. Consistent availability during US business hours is required from day one.
Notice Period: 60 to 90 days is typical for this profile. Please state your notice period clearly.
Performance Expectations
What success looks like:
First 90 days: domain immersion complete. Playbooks, checklists, and follow-up defaults are live for the highest-volume work types. You own the flag queue and the change-request workflow.
6 months: your first configuration improvements are in production and measured. Analysts treat the knowledge base as the source of truth rather than their own notes.
12 months: the rules layer, not analyst memory, drives most routine work. You are defining the next configuration roadmap with the Manager.
Hiring Process
Stage 1: Application review. Include a short note with your CV (150 to 200 words): describe one rule, template, or configuration you built that removed manual work. What was the source? How did you structure it? What happened after it went live? Applications with the note are reviewed first.
Stage 2: TA screening call (20 minutes). Role fit, configuration background, and SQL usage check.
Stage 3: Work sample (90-minute take-home, mandatory). You receive a business rules document and structure it into fields, conditions, checklists, and gate conditions. Skippable by nothing.
Stage 4: Hiring manager interview with the Product Owner covering your work sample output and configuration approach.
Stage 5: Domain and technical interview with Operations Leadership and Engineering.
Stage 6: Offer.
Why Join Neolytix
Greenfield Ownership
You define the rules layer of a live platform used in production every day. Not maintaining someone else's configuration. Not a ticket queue.
Direct Access
You work with the Product Owner and Operations Leadership directly. No multi-layer hierarchy between you and the decision.
Domain You Can Learn
US healthcare and credentialing operations are taught by the team. The configuration aptitude is what we hire for.
Product Trajectory
InCredibly is moving toward standalone software licensing. The person who defines how the platform encodes rules grows with it.
Gurugram, Haryana, India; Propose the next configuration improvement candidates from this data; Prior experience working with US clients or in a US time-zone overlap model
Location: Gurugram, Haryana, India
NEOLYTIX
Team Lead – AR (RCM)
Accounts Receivable & Denials · US Healthcare
EXPERIENCE
4–5 Yrs AR · 1+ Yr TL
FUNCTION
Operations – RCM
LOCATION
Gurugram (Onsite)
SHIFT
Night (US Hours)
Experience gate —
This role requires 4–5 years of US healthcare AR experience, of which a minimum of 1 year must be as a Team Lead with formal team ownership (targets, coaching, reviews). SME/mentor-only profiles without TL accountability will not qualify.
About the Role
The Team Lead – AR runs a pod of AR associates on live US provider accounts — owning the day’s output, the queue, the quality, and the people. This is a floor-leadership seat: you carry targets, run huddles, unblock associates in real time, and answer for your pod’s numbers in the weekly review.
You still know the work cold — when a complex denial or an angry payer call needs handling, you can take the headset.
Key Responsibilities
Run the Pod
Own daily allocation and queue management across assigned AR buckets — the right accounts, worked in the right order, by the right people.
Drive daily productivity and quality targets; track per-associate output and intervene early, not at month-end.
Run daily huddles — payer updates, error patterns from QA, and priorities for the shift.
Own the Outcomes
Answer for pod-level metrics — resolution rate, aged-AR movement, appeal TAT, and quality scores — in weekly reviews with the AM/Manager.
Handle escalated accounts and complex denials personally when needed.
Partner with QA on calibration and turn audit findings into floor-level fixes.
Build the People
Coach associates on payer-specific nuances, documentation quality, and call handling.
Manage shift adherence, leave planning, and floor discipline for the pod.
Identify and develop Sr Associate potential; give structured input into appraisals.
Skills & Experience
Must-Have
4–5 years of hands-on US healthcare AR (provider side), with strong denials and appeals depth.
Minimum 1 year as a Team Lead with formal ownership of team targets, coaching, and performance conversations.
Command of AR metrics and the levers behind them — you can explain why a bucket moved, not just that it did.
Experience on practice-management / EHR platforms — Epic, AdvancedMD, or athenahealth preferred; similar platforms considered.
Preferred
Experience running a pod across multiple clients or specialties.
Exposure to workforce basics — shrinkage, occupancy, and staffing math.
Eligibility Criteria
Education:
Bachelor’s degree (any discipline) is mandatory and must be completed — candidates currently pursuing a degree, or with an incomplete/dropped graduation, are not eligible.
Communication:
Strict — confident spoken and written English for payer calls, floor communication, client notes, and weekly reviews with management.
Work mode & shift:
Onsite at Gurugram, 5 days a week, on a fixed night (US-hours) shift — reliable attendance, punctuality, and roster adherence are essential.
Systems:
Comfortable with billing/EHR platforms and MS Excel for allocation, tracking, and pod-level reporting.
Notice period:
Immediate joiners or candidates on short notice strongly preferred.
Performance Expectations
You will be measured on clear, role-specific metrics:
Pod resolution / collection rate against target.
Aged-AR movement (90+/120+) for the pod.
Pod quality score (QA) and calibration adherence.
Productivity vs. target, shift adherence, and pod attrition.
Hiring Process
Aptitude & Skill based assessment.
Domain & operations interview (RCM knowledge, scenarios).
HR discussion (fitment, shift, notice).
Why Join Neolytix
US Healthcare Depth
Live US provider accounts across 270+ client organizations — real RCM, not a training bench.
Clear Growth Path
Associate → Sr Associate → QA / TL → AM: progression tied to performance.
Multi-Platform Exposure
Hands-on across Epic, AdvancedMD, athenahealth, and more — skills that travel.
Stable, Growing MSO
A fast-growing US-headquartered organization with centres in Chicago, Gurugram, and Manila.
Location: Gurugram, Haryana, India
NEOLYTIX
Management Trainee, RCM
Revenue Cycle Management | Full-Time Opportunity | Gurugram
DEPARTMENT
Revenue Cycle Management
LOCATION
Gurugram (Onsite)
SHIFT
US Shift (5:00 PM–2:00 AM IST)
⚠ US Shift: This role operates on a US-aligned schedule, 5:00 PM to 2:00 AM IST, 5 days a week, onsite at our Gurugram office. Please apply only if you can fully commit to this schedule.
⚠ Eligibility Gate: Open to 2025 and 2026 graduates. Candidates who completed graduation in 2024 may apply and will be considered on a case-by-case basis, subject to approval. Candidates currently pursuing their degree or who graduated before 2024 are not eligible.
The 6-Month Learning Journey
Joining Neolytix as a Management Trainee, RCM is a full-time opportunity that begins with a structured 6-month learning journey. You are not thrown on the floor from day one. You will be trained, assessed, and made ready for live operations before you independently handle client work. Every stage of the journey is designed to build your skills progressively.
Phase 1
Classroom Training
8 to 12 Days (Max 14)
Structured instructor-led sessions covering US healthcare, medical billing, coding basics, and RCM workflows. Your LOB is decided within the first 2 to 3 days based on your performance, knowledge check, and operations team input.
Phase 2
Operations Readiness Training
8 to 12 Days
You move to the floor alongside senior team members and trainers. You apply classroom learning in a supervised, live operations environment with ongoing assessments.
Phase 3
Production Ramp-Up
4 Weeks
You begin handling real client work under close supervision. Accuracy, speed, and process adherence are tracked. Performance here determines your readiness to go live independently.
Phase 4
Go Live
Full Production
You are cleared for independent production on your assigned LOB. This marks your transition from trainee to fully operational team member.
Throughout the 6 months, there will be several assessments to evaluate your skill development. Your training path and LOB may be refined based on these assessment outcomes.
Career Path
Neolytix promotes from within. Here is where this journey takes you:
Management Trainee
Associate 1
Associate 2
Senior Associate 1
QA / SME
About the Role
Neolytix is a US-headquartered healthcare managed services organization serving 270+ provider organizations across the United States. We are building our next generation of RCM professionals through this full-time opportunity and we are looking for fresh graduates who are motivated, disciplined, and ready to build a real career in US healthcare operations.
Revenue Cycle Management is how US healthcare providers get paid for the services they deliver. As a Management Trainee, you will be assessed, trained, and placed into one of three core RCM functional areas based on your skills and performance during the first days of training. Your LOB is not a default assignment. It is matched to where you will thrive.
The Three RCM Areas
Charge Posting & Payment Posting
Translating patient services into medical billing codes and submitting claims to insurers, plus recording and reconciling payments received. Requires speed, accuracy, and coding discipline.
Accounts Receivable (AR)
Following up on submitted claims, resolving denials, and ensuring payments are collected from insurance payers. Requires analytical thinking, persistence, and clear communication.
Credentialing
Enrolling healthcare providers with insurance payers so they can legally bill for services. Covers CAQH, PECOS, payer portals, expirables, and compliance. Requires strong process discipline and attention to deadlines.
Your LOB assignment is made within the first 2 to 3 days of classroom training, based on your knowledge check scores and the evaluation of the operations team. Once assigned, your entire training is aligned to that LOB.
Key Responsibilities
Attend and complete all classroom training modules within the defined timeline, meeting assessment benchmarks at each stage.
Commit to the LOB assigned to you and engage fully in the training path designed for that functional area.
Apply classroom learning during operations readiness training under the supervision of senior team members and trainers.
Meet accuracy and productivity benchmarks during the 4-week production ramp-up before going live independently.
Support team leads and senior specialists in achieving client SLAs and compliance targets once on the floor.
Continuously learn and adapt to US payer requirements, billing rules, and client-specific workflows.
Demonstrate consistent progress through assessments to qualify for transition to Associate 1.
What You Bring
Must-Have
Bachelor's degree in any discipline, fully completed. Candidates currently pursuing a degree or with an incomplete graduation are not eligible.
Graduated in 2025 or 2026. Candidates from 2024 will be considered on an exceptional basis only.
Minimum 70% aggregate in 12th grade (CBSE, ICSE, or equivalent board).
Minimum 70% aggregate in graduation.
Excellent spoken and written English. You will be trained on and operate in live US healthcare processes.
Basic proficiency in MS Excel and MS Word.
Full commitment to the US shift: 5:00 PM to 2:00 AM IST, onsite in Gurugram, 5 days a week.
Preferred
Schooling from Delhi NCR or Tier 1 or Tier 2 cosmopolitan cities.
Science or Commerce with Mathematics background (B.Sc, BCA, BBA, B.Com, or similar).
Any internship or prior exposure to US healthcare, medical billing, or BPO operations.
Eligibility Criteria
Education: Bachelor's degree, any discipline, fully completed. No exceptions for incomplete or in-progress degrees.
Batch: 2025 and 2026 graduates are the primary eligible batch. 2024 graduates may be considered on an exceptional basis subject to thorough review and approval.
Academic Scores: Minimum 70% aggregate in 12th grade (CBSE, ICSE, or equivalent) and minimum 70% in graduation.
Communication: Excellent spoken and written English is mandatory. Communication below this standard will not progress past the assessment stage.
Systems: Basic MS Excel and MS Word. Comfortable learning new billing and EHR software during training.
Shift: 5:00 PM to 2:00 AM IST, onsite in Gurugram, 5 days a week. Non-negotiable.
Notice Period: Immediate joiners strongly preferred.
Performance Expectations
During the Learning Journey
Assessment pass rate: minimum passing threshold on every module assessment throughout classroom and OJT phases.
Attendance: full attendance during all training phases is expected without exception.
Assignment completion: all practice tasks and training exercises completed on time.
Ramp-up accuracy: error rate within acceptable threshold during the 4-week production ramp-up.
Production readiness: cleared for independent live work by end of the learning journey.
Post Go Live
Daily productivity: meet case or task targets for the assigned LOB consistently.
Quality: accuracy rate maintained within client and internal benchmarks.
SLA contribution: support team-level SLA compliance on assigned client accounts.
Hiring Process
Stage 1: Resume Screening. Verified against eligibility criteria: graduation year, degree completion, 70% score thresholds, and shift readiness.
Stage 2: Pre-Hire Assessment. Aptitude, comprehension, and communication test conducted at the Gurugram office. Evaluates English proficiency, analytical basics, and role readiness.
Stage 3: Technical Interview. Interview with the Training Department to assess learning ability, communication standard, and initial LOB suitability.
Stage 4: Counseling Session. Shortlisted candidates attend a session with the Analytics and Operations team to fully understand the role, the learning journey, the shift, and career expectations before a final decision is made.
Stage 5: Offer.
Benefits & Perks
Group Health Insurance: Medical insurance coverage.
Complimentary Dinner: One meal provided during shift hours at the Gurugram office.
Cab Facility: Two-way pick-up and drop for the night shift.
Why Join Neolytix
Structured Learning, Real Work
6 months of structured training before going live on client accounts, not tutorials, not simulations. You build real skills on real processes.
Defined Career Ladder
Management Trainee to Associate 1 to Associate 2 to Senior Associate to QA or SME. Your pace is driven by your performance.
US Healthcare Exposure
Work on live US client accounts from day one of going live. The domain experience you build here is globally relevant and career-defining.
270+ Provider Network
Join a team serving over 270 US healthcare provider organizations across hospital systems, clinics, and specialty practices.
Location: Gurugram,, Haryana, India
NEOLYTIX
Management Trainee, Finance (FP&A)
Finance & Accounts | Fresher Opportunity | Gurugram
QUALIFICATION
MBA in Finance
EXPERIENCE
Fresher
LOCATION
Gurugram (Onsite)
SHIFT
1:30 PM–10:30 PM IST
REPORTS INTO
Sr. Manager
⚠ Shift: This role operates on a 1:30 PM to 10:30 PM IST schedule, onsite at our Gurugram office, 5 days a week. Please apply only if you are comfortable with this window.
⚠ Education Gate: MBA with Finance as the primary specialization is mandatory. 12th in the Commerce stream (CBSE, ICSE, or equivalent) is required. Applications without this background will not be considered.
About the Role
Neolytix is a US-headquartered healthcare managed services organization serving 270+ provider organizations across Revenue Cycle Management, Credentialing, Medical Coding, and Payer Analytics, with delivery centers in Gurugram, Manila, and Chicago.
If you chose Finance as your MBA specialization because you find budgeting, financial planning, and business performance analysis genuinely interesting, and not just because it was available, this role is worth reading in full.
As a Management Trainee in our Finance and Accounts team, you will work directly under the Senior Manager, Finance on Financial Planning and Analysis (FP&A) activities. This is a hands-on, learn-while-you-do role. You will not shadow someone else's work. You will contribute to real financial reporting, variance analysis, and planning cycles from your first month, with structured guidance and training built into the role. After six months, on successful completion of the probation period, you transition to Associate.
What is FP&A?
Financial Planning and Analysis (FP&A) is the function inside a company that answers three questions: what did we plan to spend and earn, what did we actually spend and earn, and why is there a gap? FP&A teams own budgeting, forecasting, management reporting, and variance analysis. They are the finance team's link between raw numbers and business decisions. This is the work you will be doing and learning.
Career Path
Management Trainee
First 6 Months (Probation)
Associate, Finance
Post Probation
Senior Associate & Beyond
Performance-Linked Growth
Key Responsibilities
1. Financial Planning & Budgeting Support
Assist in compiling annual and quarterly budget templates by gathering inputs from department heads.
Track budget submissions, flag inconsistencies, and follow up on missing data.
Prepare actuals vs budget comparison reports and highlight key variances for review.
2. Reporting & MIS
Prepare monthly MIS reports and financial dashboards for management review.
Assist in building P&L summaries, cost-centre reports, and expense trackers.
Maintain and update financial reporting templates in Excel, ensuring accuracy and consistency.
3. Forecasting & Variance Analysis
Support the rolling forecast process by collecting data inputs and updating financial models.
Perform variance analysis (actual vs budget vs forecast) and write clear summaries of key findings.
Help identify cost drivers and revenue trends from operational and financial data.
4. Month-End Close Support
Support the month-end close process: accruals, provisions, and expense reconciliations.
Coordinate with accounts payable and receivable teams to collect required data inputs.
Maintain documentation and audit trails for all finance activities you are involved in.
5. Compliance & Data Management
Maintain accurate financial records and ensure data integrity across reports and trackers.
Ensure adherence to company financial policies and internal control procedures.
Support internal and external audit requirements as and when needed.
What You Will Learn
This role comes with structured on-the-job training alongside your work. Over your first six months, you will be trained on:
FP&A workflows: how budgeting, forecasting, and variance analysis work in a live business environment.
Advanced Excel for finance: pivot tables, dynamic dashboards, formula-based financial models, and data reconciliation techniques.
US healthcare business context: how revenue cycle operations generate financial data and what drives performance.
Professional finance reporting: how to structure numbers into insights that leadership can act on.
What You Bring
Must-Have
MBA with Finance as the primary or first specialization. This is non-negotiable.
12th in the Commerce stream (CBSE, ICSE, or equivalent board). Mandatory.
Strong academic record. A consistent performance history across 12th and graduation is expected.
Working knowledge of MS Excel. You should be able to build and navigate spreadsheets independently.
Strong numerical aptitude and attention to detail. A wrong number in a financial report is not a minor error.
Good written and spoken English. You will be coordinating with internal teams and presenting findings.
Strong Preference
Basic understanding of financial statements: P&L, Balance Sheet, Cash Flow. Even from coursework.
Any internship or project work involving financial analysis, MIS, budgeting, or accounts.
Familiarity with variance analysis or management reporting concepts.
Nice-to-Have
Exposure to ERP or accounting software such as Tally, SAP, or QuickBooks.
Basic awareness of financial modelling or data analysis tools.
Who You Are
You chose Finance, not just MBA. This is the field you want to build a career in, and FP&A is where you want to start.
Numbers bother you when they are off. You catch the error before someone else does.
You ask why a number moved, not just what it is. Curiosity about business performance is natural to you.
You are structured in how you think and communicate. Whether it is an Excel sheet or a verbal update, you present clearly.
You take ownership of your work and meet your deadlines without needing to be reminded.
Eligibility Criteria
Education: MBA in Finance (primary specialization) is mandatory. 12th in Commerce stream is mandatory. Both are non-negotiable.
Academic record: A strong, consistent academic background is expected. 70% or above in both 12th and graduation is preferred.
Batch: Freshers and recent graduates. Up to 1 year of experience (including internships) is acceptable.
Tier: Graduates from recognized universities across India, including tier 2 institutions, are encouraged to apply.
Shift: 1:30 PM to 10:30 PM IST, onsite in Gurugram, 5 days a week. Non-negotiable.
Joining: Immediate joiners strongly preferred.
Selection Process
Round 1: HR Screening. Profile review against education gate and eligibility criteria.
Round 2: Finance Assessment. Aptitude and concept test conducted at the Gurugram office, covering financial concepts, numerical reasoning, and Excel basics.
Round 3: Interview with the Senior Manager, Finance covering academic background, finance knowledge, and analytical approach.
Round 4: CEO Connect.
Why Join Neolytix
Real FP&A Work from Month One
You are not shadowing someone else's work. You contribute to live budgeting, forecasting, and reporting cycles with structured guidance.
Learn from a Finance Leader
Direct day-to-day mentorship from the Senior Manager, Finance. Feedback is part of the role, not an annual event.
Global Business Exposure
Work on financial data from US healthcare operations. The business context you build here is hard to find at the fresher level.
Clear Path Forward
Management Trainee to Associate after 6 months, then Senior Associate and beyond, based on performance, not time served.
Location: Philippines
REMOTE (WFH) | FULL-TIME | 9PM-6AM PHT (FIXED SCHEDULE)
Neolytix is specifically looking for people who've already done hybrid clinical-operations work and been both things at once: have completed a nursing degree, and who also knows how to work on queues, productivity targets, multiple systems, and service-level expectations.
WHAT YOU WILL DO:
Review clinical documentation and chart notes for completeness, medical necessity, and accuracy in support of authorization, utilization review, or documentation workflows.
Apply clinical judgment to prior authorization, precertification, or utilization review requests, working within established clinical and payer review criteria.
Navigate structured, high-volume queues and multiple systems — EHR/EMR, payer portals, and case management or workflow tools — while meeting daily productivity and turnaround expectations.
Document findings, decisions, and communications completely and accurately, keeping records audit-ready.
Coordinate with physicians, nurses, and other clinical staff on cases that need additional information or a peer-to-peer review.
Escalate complex or time-sensitive cases appropriately and track them through to resolution.
Maintain compliance with HIPAA, payer requirements, and internal quality standards.
Required: A completed nursing degree, combined with healthcare BPO experience.
WHY APPLY?
This role allows you to do work that actually uses your clinical training! If you've done clinical work inside a structured, queue-driven operations environment before, you got what we need!
Location: Riyadh, KSA
Workplace: onsite
Tabby is seeking a
Partner Support Team Leader
who is observant, analytical, goal-oriented, and people-focused. You will play a key role in ensuring that our partners receive world-class support by managing performance, enabling process excellence, and developing high-performing teams.
This role requires someone who thrives in a fast-paced environment, can translate business priorities into operational targets, and is confident in coaching and inspiring others. You will be responsible for delivering an outstanding partner experience while ensuring adherence to service levels, operational policies, and continuous improvement standards.
Key Responsibilities
Team Leadership & Coaching
Lead, coach, and motivate a Partner Support team to consistently achieve KPIs (CSAT, FCR, Productivity, Adherence).
Deliver structured feedback through QA reviews, calibration sessions, and performance 1:1s.
Create and maintain development plans to grow skills and retain top performers.
Operational Delivery
Manage daily workflows, escalations, and partner deliverables across multiple support channels.
Drive performance improvement routines, ensuring SLA achievement and fair application of policies (e.g., DAT, Hold Timer, CSAT Fraud controls).
Collaborate with Operations Manager to identify risks, close delivery gaps, and optimize team scheduling.
Quality & Process Management
Participate in QA monitoring and ensure action plans are executed.
Champion the side-ticket and escalation framework to maintain efficiency and traceability.
Keep the team updated on product/process changes and industry trends.
Identify opportunities for automation and workflow improvement to enhance partner experience.
Stakeholder & Business Alignment
Partner with Scoring, Finance, BD, and Product teams to resolve escalations and streamline partner journeys.
Support delivery of business targets through reporting, root-cause analysis, and solution proposals.
Escalate high-impact issues to senior management with clear data and recommendations.
Benefits
Quarterly Bonus
based on achieving operational targets.
Career Growth Opportunities
, subject to business needs and performance.
Exposure to a high-growth fintech environment with opportunities to shape operational excellence.
Location: Kuwait City, Kuwait
Workplace: onsite
About Tabby:
Tabby
is the GCC's leading shopping and payments platform, giving millions of people across Saudi Arabia and the UAE more control in the way they spend, save and earn. Headquartered in Riyadh, we've grown into one of the largest fintech companies to come out of the Arab world, working with +65,000 sellers, from global names like Apple, IKEA, Adidas and Shein to the region's leading retail groups.
We're now building a local team on the ground in Kuwait, with a renewed presence in the market coming soon. This is a rare chance to join us at the start of a local launch, shaping how we show up for Kuwaiti shoppers and sellers from day one, backed by the scale, technology and track record we've built across the region.
If you want to help us build something significant in Kuwait, backed by proven regional success, we want to hear from you.
About the role:
We are looking for a hands-on
Senior Risk Manager
to help build Tabby’s risk capabilities in Kuwait, with combined responsibility for enterprise and credit risk. As one of our first local hires, you will establish the governance, policies, risk appetite and reporting required for launch, while providing credit risk oversight as the portfolio grows. You will work closely with Kuwait leadership and Group Risk, as well as Product, Compliance, Finance and Operations, to ensure we scale responsibly and meet local regulatory expectations.
Key Responsibilities
Building and maintaining Tabby’s local risk management framework for Kuwait, covering enterprise and credit risk and aligning it with Group standards and applicable regulatory requirements.
Developing the local risk strategy, risk appetite statement, policies, limits, governance forums and management reporting required for launch and ongoing operations by aligning with Group standard and adapted to local requirements
Owning the enterprise risk process, including risk identification and assessment, the risk register, key risk indicators, emerging-risk reviews, residual risk positions and remediation tracking.
Providing independent risk challenges on new products, partnerships, customer journeys, operating models and other material business initiatives.
Leading local credit risk oversight across the customer lifecycle, including underwriting and eligibility rules, credit limits, affordability, collections outcomes and portfolio quality, focusing on local regulatory requirements.
Partnering with Group Risk and Product teams to calibrate credit strategies for Kuwait and assess model, policy and limit changes.
Establishing clear early-warning indicators, thresholds and reporting to support timely, data-informed risk decisions.
Preparing risk assessments, reporting and recommendations for local leadership, risk committees, the Board and regulators, as applicable.
Supporting licensing activities, regulatory submissions, examinations and information requests in partnership with Compliance, Legal and other control functions as well as acting as primary risk contact for Internal Audit
Coordinating risk input into business continuity, outsourcing and third-party risk, operational incidents and control assessments.
Promoting a practical risk culture and helping teams understand how risks should be identified, assessed, escalated and managed as well as ensuring material risks and control gaps are escalated and addressed at the right level.
Helping shape the future Kuwait risk organisation and supporting hiring as the business scales.
You should apply if
You have strong risk management experience within banking, fintech, consumer lending, payments or another regulated financial-services environment.
You bring meaningful hands-on experience across both enterprise risk and credit risk, rather than exposure limited to governance or oversight.
You have built or materially improved risk frameworks, policies, risk appetite, governance structures, reporting and control processes.
You understand consumer credit risk across underwriting, credit policy, portfolio monitoring, collections performance and loss drivers..
You understand enterprise risk disciplines including risk and control assessments, KRIs, incident and issue management, operational resilience, third-party risk and emerging risks.
You understand the Kuwait regulatory environment; experience engaging with the Central Bank of Kuwait or another GCC financial-services regulator.
You can operate independently in a new-market environment and are comfortable building the essentials yourself before a wider team is in place.
You can balance strong governance with practical, proportionate execution and constructively challenge senior stakeholders when required.
You communicate complex risk topics clearly and can prepare decision-ready materials for leadership, governance forums and regulators.
You work effectively across Product, Data, Operations, Compliance, Finance, Legal and Internal Audit.
You hold a bachelor’s degree in Finance, Economics, Risk Management, Business, Mathematics or a related field; FRM, PRM, CFA or a comparable qualification is an advantage.
You are professionally fluent in English; Arabic is an advantage
Location: Cairo, Egypt
Workplace: onsite
Role Overview
We’re on the lookout for an Instructional Designer who can turn complex product changes into crystal-clear, agent-friendly training. You’ll work closely with Product, CX Ops, and Training teams to ensure agents are prepared for new features, policy changes, and process rollouts. This role is a critical bridge between Product Readiness and training content execution.
Key Responsibilities
Design end-to-end programs and learning journeys - from learning objectives and content sequencing to practice, assessment, and reinforcement.
Break down complex product updates and processes into simple, engaging learning content, including slides, facilitator guides, eLearning, job aids, simulations, videos, and walkthroughs.
Create practical, scenario-based learning that helps agents apply knowledge to real customer situations.
Partner with the Product team to stay ahead of upcoming releases and turn feature changes into digestible training content.
Co-create with Trainers and SMEs to make sure learning is accurate, practical and facilitator-ready.
Keep the Content library and training materials tidy, consistent, and aligned with our voice and tools.
Use learner feedback, assessment results, QA insights, and operational data to continuously improve content.
Skills, Knowledge & Expertise
Excellent written
English and Arabic
, with strong editing, formatting, and content structuring skills.
At least
2 years of experience in instructional design and eLearning creation
.
Hands-on experience with learning and design tools
such as Figma, Canva, Articulate Rise/Storyline, Google Slides, and LMS platforms.
Able to
work independently and take ownership of projects with minimal guidance
, from turning raw or incomplete inputs (Slack threads, product specs, SME inputs) into clear briefs, identifying gaps, and delivering the final learning solution.
Strong
writing and visual storytelling skills
, with the ability to make complex information simple and easy to understand.
Hands-on experience using
AI models and digital tools to automate and scale L&D work
, including quizzes, assessments, content creation, and other learning workflows. Able to identify opportunities to use technology to make learning
faster, more scalable, and more effective
.
Comfortable
working cross-functionally
, especially with Product, Tech, and Operations teams.
Portfolio required:
Candidates should be able to demonstrate previous instructional design work, including examples of
curriculum design, training materials/eLearning, and visual learning design
.
Ramp-Up Expectations
We recognize that learning our tools, culture, and agent landscape takes time. Here's what the ramp-up will look like:
Month 1:
Get to know our products, agent workflows, tools, and tone. Shadow live sessions, training sessions, product demos, and knowledge syncs.
Month 2–3:
Start co-owning content pieces, especially those tied to upcoming product changes. learning projects alongside our in-house IDs or trainers.
Month 4+:
Own learning projects end-to-end — from brief to delivery — and become the go-to for anything instructional design in agent education.
Preferred Qualifications
3+ years
overall in L&D, CX enablement, or content design (minimum 2 years in instructional design).
Bonus if you’ve worked in
CX, product, or tech startups
.
Bonus If you have experience with knowledge bases (like Notion, Zendesk, Helpjuice).
Experience collaborating with training, QA, compliance, or product teams
Experience supporting
multilingual teams
or agents with limited English proficiency is a plus.
Success in this role will be measured by:
Training effectively prepares agents for new products, processes, and launches.
Learning is clear, practical, engaging, and easy to apply on the job.
Strong learner feedback and knowledge/assessment results.
Learning gaps, confusion, and rework are reduced.
Content is quickly and effectively adapted based on product changes, performance data, and feedback.
Location: Dubai, UAE
Workplace: onsite
About the Role
At Tabby, the LLM (Large Language Model) Agent handles most transactional contacts. What reaches a human is the hard part: judgment, research, empathy, and landing on a resolution the customer accepts as fair.
This role owns how well we do that. You define what a good customer conversation looks like and you build the capability across our managers to deliver it consistently. One question sits behind every conversation we look at: did we exhaust the opportunity to serve this customer.
The work happens through our Leaders. You build their ability to see the missed opportunities inside their own teams' conversations, and you hold them accountable for acting on them.
Key Responsibilities
Customer Centricity Standard
Define what a good customer conversation looks like and keep it to a short set of criteria.
Evaluate on a single judgement per interaction: did it meet the standard, and if not, which of three to five reasons explains it.
Keep the standard current as products, policies, and customer journeys change.
Manager Enablement
Set the customer centricity standard and equip Team Leaders and Operation Managers to apply it with their teams.
Run ticket-solving sessions with managers to surface the opportunities they walk past.
Assess how Team Leaders coach their agents, using LLM analysis.
Coaching of agents sits with the Team Leaders. This role makes sure that coaching is good.
CSAT
Own the diagnosis of CSAT: what drives it, where it breaks, and who fixes it.
Build the ability to recover CSAT even on outcomes the customer will not like.
Split detractors into skill, will, or product and uncontrollable, so every point has a cause and an owner.
Report blended CSAT and controllable CSAT as two separate numbers.
Route product-driven dissatisfaction to product owners via the Experience Leads.
LLM Quality
Own the LLM Quality Team, which runs checklists, per-conversation evaluation, and structured feedback into LLM agent “guidance” or prompt.
Specialize evaluators by product stream and pair them with the Experience Leads.
Maintain the LLM evaluation model separately from the human one, where LLM Agent checkers are more detailed, while human quality is outcome driven.
Analysis & Insight
Work across everything we have on the customer: evaluation results, CSAT and DSAT verbatims, VoC, complaints, escalations, repeat contacts, and the conversations themselves.
Dissect the data, and work with Analytics and with the analyst in the function to get what you need.
Turn findings into refreshers, training triggers, and process changes with named owners and dates.
Measure the function on whether a driver actually moved.
Build a small team of high-skill owners with real accountability for outcomes.
Skills, Knowledge & Expertise
Experience coaching people to win customers over, in telesales, retail, hospitality, or service recovery.
Not so much a checklist owner. Rather a sales coach. We have the product that we have to sell - the agents must be fluent in making the customers satisfied with the outcome regardless of excuses.
Data fluent. You can take a large dataset, dissect it, and explain what it means without someone translating it for you. Comfortable working across large datasets and dashboards.
Calm and measured.
A track record of leading change that met resistance and made it stick.
Able to hold a position with senior stakeholders on evidence, and change it when the evidence changes.
7+ years in CX, service, or sales coaching leadership, with real ownership of outcomes.
Comfortable working in an LLM-heavy environment.
Location: Mexico
Position Summary:
The Business Development Associate is responsible for end-to-end pipeline development and opportunity intelligence within the clinical research lifecycle. This role focuses exclusively on identifying, evaluating, qualifying, and advancing clinical trial opportunities aligned with organizational capabilities and therapeutic priorities.
This position does not include responsibilities related to budget development, contract negotiation, or financial structuring. Instead, it serves as a front-end engine for study acquisition, ensuring a high-quality, strategically aligned pipeline for downstream feasibility and contracting team members.
Core Responsibilities:
1. Clinical Trial Opportunity Identification & Pipeline Development.
Systematically identify new clinical trial opportunities through:
o ClinicalTrials.gov
o GlobalData
o Sponsor and CRO websites
o Industry portals and targeted search strategies
Maintain a centralized opportunity tracker (Excel/SharePoint-based) with real-time updates on:
o Study status
o Sponsor/CRO
o Therapeutic area
o Phase and timelines
Build and manage a qualified pipeline aligned with organizational enrollment capabilities and therapeutic focus areas.
2. Sponsor & CRO Intelligence and Evaluation.
Conduct structured due diligence on Sponsors/CROs, including:
o Financial stability and funding capability (e.g., public listings such as NASDAQ, recent funding rounds, mergers/acquisitions)
o Therapeutic area strategy and pipeline depth
o Historical trial execution patterns and site selection tendencies
Generate Sponsor profiles to guide prioritization and outreach strategy.
3. Study Feasibility Pre-Assessment (Non-Financial).
Perform early-stage study evaluation to determine organizational fit:
o Therapeutic area alignment (e.g., metabolic, GI, wound care, podiatry)
o Investigational product type (drug, device, biologic)
o Study phase (priority on Phase II–IV)
Analyze protocol-level elements:
o Inclusion/exclusion criteria
o Visit schedules and procedural burden
o Study design complexity
Translate findings into actionable go/no-go recommendations for internal stakeholders.
4. Investigator & Patient Population Matching.
Conduct targeted research to align studies with:
o Investigator expertise
o Existing and potential patient populations
o Diagnosis mapping using ICD frameworks
Support identification of high-probability enrollment scenarios based on:
o Disease prevalence
o Site capabilities
o Historical performance indicators
5. Strategic Intelligence & Market Analysis.
Monitor and interpret trends across therapeutic areas:
o Emerging indications
o Sponsor investment patterns
o Competitive site activity
Analyze datasets and visual trends to:
o Identify high-value therapeutic opportunities
o Provide strategic recommendations to leadership
Produce insight summaries and pipeline reports for executive review.
6. Targeted Outreach Strategy Development.
Develop highly tailored outreach approaches for Sponsors and CROs:
o Align messaging with:
Study protocol specifics
Investigational product characteristics
Target patient populations
o Customize communication based on stakeholder type:
Sponsor executives
Clinical operations teams
CRO representatives
Ensure all outreach reflects clinical relevance, operational readiness, and strategic fit.
7. Contact Identification & Relationship Mapping.
Identify and validate key decision-makers using:
o LinkedIn
o GlobalData
o Sponsor/CRO websites
o RocketReach
o Advanced search methodologies
Build and maintain a clean, structured contact database for outreach execution.
8. SOP Adherence & Operational Compliance.
Execute all responsibilities in strict accordance with organizational SOPs:
o Naming conventions
o Documentation standards
o Workflow processes
Ensure audit-ready documentation of all pipeline activities and evaluations.
Required Skills & Technical Proficiency:
Systems & Tools.
Advanced proficiency in:
o Microsoft Excel (trackers, data analysis, pipeline management)
o Microsoft Word
o G-Suite (Docs, Sheets, Drive)
o SharePoint & OneDrive
o Microsoft Outlook
o Dropbox
o Microsoft Teams / Zoom
Core Competencies:
Strong analytical capability (data interpretation, pattern recognition, trend analysis)
High attention to detail and organizational discipline
Ability to synthesize complex clinical and market data into clear recommendations
Strong written and verbal communication skills
Research-driven mindset with structured, repeatable workflows
Ability to rapidly learn clinical terminology, therapeutic areas, and protocol structures
Preferred Qualifications:
Experience in clinical research, CROs, or healthcare business development
Familiarity with:
o Clinical trial design and phases
o ICD coding systems
o Therapeutic areas such as metabolic disease, GI, wound care, or cardiovascular conditions
Experience using clinical intelligence platforms and pipeline tools
Key Performance Indicators (KPIs):
Volume and quality of identified trial opportunities
Pipeline growth rate and alignment with organizational priorities
Accuracy and depth of Sponsor and study evaluations
Conversion of identified opportunities to feasibility engagement
Quality and effectiveness of targeted outreach strategies
Timeliness and completeness of pipeline tracking and reporting
Role Boundaries (Explicit Exclusions):
No responsibility for:
o Budget development
o Contract negotiation
o Financial feasibility analysis
Position Impact:
This role functions as a strategic intake and qualification layer within the clinical trial acquisition funnel—directly influencing the organization’s ability to:
Secure high-quality studies
Optimize enrollment potential
Align with Sponsors that match long-term growth strategy
Location: Philippines
Position
Summary:
The Patient Recruiter is responsible for identifying, engaging, and guiding prospective participants through the clinical trial recruitment process. This role serves as the primary point of contact for patient outreach, protocol-specific pre-screening, scheduling, and ongoing follow-up to support enrollment goals across multiple clinical studies. Working closely with Clinical Research Coordinators, investigators, and operational leadership, the Patient Recruiter ensures qualified participants are recruited, informed, and prepared for study participation while delivering an exceptional patient experience.
The position operates in a structured, metrics-driven environment where performance is measured by outreach activity, enrollment contribution, patient engagement, pipeline management, documentation quality, and responsiveness. Success in this role requires exceptional communication skills, organization, accountability, attention to detail, and the ability to build trust with prospective participants while consistently executing defined recruitment processes in compliance with Good Clinical Practice (GCP), HIPAA, and organizational standards.
Role and Responsibilities:
Execute all patient recruitment, outreach, pre-screening, scheduling, and follow-up activities in accordance with study protocols, Good Clinical Practice (GCP), HIPAA, and site standard operating procedures.
Maintain accountability for individual recruitment performance metrics, including outreach activity, qualified referrals, enrollment contribution, documentation quality, and follow-up completion.
Consistently follow approved recruitment workflows, communication standards, and patient engagement processes to ensure a consistent experience across all studies and locations.
Protect patient confidentiality and data integrity by accurately documenting recruitment activities, eligibility discussions, and patient communications in real time.
Escalate recruitment barriers, patient concerns, scheduling conflicts, or operational risks promptly to support enrollment goals and study timelines.
Customer Experience
Serve as the primary point of contact for prospective clinical trial participants, ensuring every interaction is professional, respectful, and patient-centered.
Educate prospective participants about clinical research opportunities, study expectations, and participation requirements while maintaining ethical and regulatory standards.
Build trust and rapport through consistent communication, active listening, and timely follow-up throughout the recruitment process.
Provide a positive, supportive experience that encourages participant engagement while respecting each individual's decision regarding study participation.
Collaborate with Clinical Research Coordinators and clinical staff to ensure a seamless transition from recruitment through study enrollment.
Technical Performance and Precision
Execute high-volume outbound and inbound recruitment activities using approved communication methods, including phone, email, text messaging, physician referrals, and community outreach initiatives.
Conduct structured pre-screening interviews using protocol-specific eligibility criteria and approved recruitment scripts.
Schedule and coordinate participant screening appointments while maintaining accuracy, efficiency, and minimal scheduling gaps.
Maintain an organized recruitment pipeline, ensuring every prospective participant has a documented status, next action, and follow-up timeline.
Accurately document all outreach activities, patient communications, scheduling updates, and recruitment outcomes within designated electronic systems.
Monitor recruitment metrics, identify trends, and recommend opportunities to improve outreach effectiveness and enrollment performance.
Support recruitment initiatives, community engagement activities, physician outreach, and marketing campaigns designed to increase participant awareness and study enrollment.
Coordinate closely with Clinical Research Coordinators to ensure qualified participants are appropriately transitioned into the study enrollment process.
Identify recruitment challenges and proactively recommend solutions to improve enrollment efficiency and participant retention.
Learning and Professional Development
Maintain a working knowledge of clinical research processes, study protocols, patient recruitment strategies, and applicable regulatory requirements.
Participate in required training and demonstrate the ability to apply new knowledge and recruitment best practices to daily responsibilities.
Continuously improve communication, patient engagement, objection handling, and recruitment effectiveness through ongoing coaching and professional development.
Seek feedback, monitor individual performance metrics, and implement continuous improvement strategies to enhance recruitment outcomes.
Contribute to a collaborative, patient-focused culture that supports operational excellence and continuous improvement.
Qualifications
Education and
Experience
Required
High school diploma or equivalent required; associate's or bachelor's degree in healthcare, business, communications, marketing, or a related field preferred.
Minimum of one (1) year of experience in patient recruitment, healthcare outreach, customer service, healthcare sales, call center operations, clinical research recruitment, or a similar patient-facing role.
Demonstrated experience working in a structured, performance-driven environment with measurable goals and accountability.
Excellent verbal and written communication skills with the ability to build rapport and effectively engage diverse patient populations.
Strong organizational and time management skills with the ability to manage multiple priorities and maintain accurate records.
Preferred
Experience recruiting participants for clinical research studies or healthcare programs.
Knowledge of clinical research processes, Good Clinical Practice (GCP), HIPAA, and patient privacy requirements.
Experience using Clinical Trial Management Systems (CTMS), Customer Relationship Management (CRM) systems, Electronic Medical Records (EMR), or similar databases.
Experience with patient scheduling, lead management, or healthcare navigation.
Bilingual communication skills (English/Spanish) or proficiency in another language reflective of the patient population served
Work is performed primarily within a clinical research site environment supporting active clinical trials. The role may require flexibility in scheduling to support study visits, sponsor meetings, or operational deadlines. Prime Clinical Research reserves the right at its discretion to request the employee to perform duties that are not listed. The company may use this position description to evaluate the employee's performance or make other appropriate job-related decisions.
Location: Dominican Republic
Position Summary:
The Patient Recruiter is responsible for identifying, engaging, and guiding prospective participants through the clinical trial recruitment process. This role serves as the primary point of contact for patient outreach, protocol-specific pre-screening, scheduling, and ongoing follow-up to support enrollment goals across multiple clinical studies. Working closely with Clinical Research Coordinators, investigators, and operational leadership, the Patient Recruiter ensures qualified participants are recruited, informed, and prepared for study participation while delivering an exceptional patient experience.
The position operates in a structured, metrics-driven environment where performance is measured by outreach activity, enrollment contribution, patient engagement, pipeline management, documentation quality, and responsiveness. Success in this role requires exceptional communication skills, organization, accountability, attention to detail, and the ability to build trust with prospective participants while consistently executing defined recruitment processes in compliance with Good Clinical Practice (GCP), HIPAA, and organizational standards.
Role and Responsibilities:
Execute all patient recruitment, outreach, pre-screening, scheduling, and follow-up activities in accordance with study protocols, Good Clinical Practice (GCP), HIPAA, and site standard operating procedures.
Maintain accountability for individual recruitment performance metrics, including outreach activity, qualified referrals, enrollment contribution, documentation quality, and follow-up completion.
Consistently follow approved recruitment workflows, communication standards, and patient engagement processes to ensure a consistent experience across all studies and locations.
Protect patient confidentiality and data integrity by accurately documenting recruitment activities, eligibility discussions, and patient communications in real time.
Escalate recruitment barriers, patient concerns, scheduling conflicts, or operational risks promptly to support enrollment goals and study timelines.
Customer Experience
Serve as the primary point of contact for prospective clinical trial participants, ensuring every interaction is professional, respectful, and patient-centered.
Educate prospective participants about clinical research opportunities, study expectations, and participation requirements while maintaining ethical and regulatory standards.
Build trust and rapport through consistent communication, active listening, and timely follow-up throughout the recruitment process.
Provide a positive, supportive experience that encourages participant engagement while respecting each individual's decision regarding study participation.
Collaborate with Clinical Research Coordinators and clinical staff to ensure a seamless transition from recruitment through study enrollment.
Technical Performance and Precision
Execute high-volume outbound and inbound recruitment activities using approved communication methods, including phone, email, text messaging, physician referrals, and community outreach initiatives.
Conduct structured pre-screening interviews using protocol-specific eligibility criteria and approved recruitment scripts.
Schedule and coordinate participant screening appointments while maintaining accuracy, efficiency, and minimal scheduling gaps.
Maintain an organized recruitment pipeline, ensuring every prospective participant has a documented status, next action, and follow-up timeline.
Accurately document all outreach activities, patient communications, scheduling updates, and recruitment outcomes within designated electronic systems.
Monitor recruitment metrics, identify trends, and recommend opportunities to improve outreach effectiveness and enrollment performance.
Support recruitment initiatives, community engagement activities, physician outreach, and marketing campaigns designed to increase participant awareness and study enrollment.
Coordinate closely with Clinical Research Coordinators to ensure qualified participants are appropriately transitioned into the study enrollment process.
Identify recruitment challenges and proactively recommend solutions to improve enrollment efficiency and participant retention.
Learning and Professional Development
Maintain a working knowledge of clinical research processes, study protocols, patient recruitment strategies, and applicable regulatory requirements.
Participate in required training and demonstrate the ability to apply new knowledge and recruitment best practices to daily responsibilities.
Continuously improve communication, patient engagement, objection handling, and recruitment effectiveness through ongoing coaching and professional development.
Seek feedback, monitor individual performance metrics, and implement continuous improvement strategies to enhance recruitment outcomes.
Contribute to a collaborative, patient-focused culture that supports operational excellence and continuous improvement.
Qualifications
Education and Experience Required
High school diploma or equivalent required; associate's or bachelor's degree in healthcare, business, communications, marketing, or a related field preferred.
Minimum of one (1) year of experience in patient recruitment, healthcare outreach, customer service, healthcare sales, call center operations, clinical research recruitment, or a similar patient-facing role.
Demonstrated experience working in a structured, performance-driven environment with measurable goals and accountability.
Excellent verbal and written communication skills with the ability to build rapport and effectively engage diverse patient populations.
Strong organizational and time management skills with the ability to manage multiple priorities and maintain accurate records.
Preferred
Experience recruiting participants for clinical research studies or healthcare programs.
Knowledge of clinical research processes, Good Clinical Practice (GCP), HIPAA, and patient privacy requirements.
Experience using Clinical Trial Management Systems (CTMS), Customer Relationship Management (CRM) systems, Electronic Medical Records (EMR), or similar databases.
Experience with patient scheduling, lead management, or healthcare navigation.
Bilingual communication skills (English/Spanish) or proficiency in another language reflective of the patient population served
Work is performed primarily within a clinical research site environment supporting active clinical trials. The role may require flexibility in scheduling to support study visits, sponsor meetings, or operational deadlines. Prime Clinical Research reserves the right at its discretion to request the employee to perform duties that are not listed. The company may use this position description to evaluate the employee's performance or make other appropriate job-related decisions.
Location: Colombia
Position Summary:
The Patient Recruiter is responsible for identifying, engaging, and guiding prospective participants through the clinical trial recruitment process. This role serves as the primary point of contact for patient outreach, protocol-specific pre-screening, scheduling, and ongoing follow-up to support enrollment goals across multiple clinical studies. Working closely with Clinical Research Coordinators, investigators, and operational leadership, the Patient Recruiter ensures qualified participants are recruited, informed, and prepared for study participation while delivering an exceptional patient experience.
The position operates in a structured, metrics-driven environment where performance is measured by outreach activity, enrollment contribution, patient engagement, pipeline management, documentation quality, and responsiveness. Success in this role requires exceptional communication skills, organization, accountability, attention to detail, and the ability to build trust with prospective participants while consistently executing defined recruitment processes in compliance with Good Clinical Practice (GCP), HIPAA, and organizational standards.
Role and Responsibilities:
Execute all patient recruitment, outreach, pre-screening, scheduling, and follow-up activities in accordance with study protocols, Good Clinical Practice (GCP), HIPAA, and site standard operating procedures.
Maintain accountability for individual recruitment performance metrics, including outreach activity, qualified referrals, enrollment contribution, documentation quality, and follow-up completion.
Consistently follow approved recruitment workflows, communication standards, and patient engagement processes to ensure a consistent experience across all studies and locations.
Protect patient confidentiality and data integrity by accurately documenting recruitment activities, eligibility discussions, and patient communications in real time.
Escalate recruitment barriers, patient concerns, scheduling conflicts, or operational risks promptly to support enrollment goals and study timelines.
Customer Experience
Serve as the primary point of contact for prospective clinical trial participants, ensuring every interaction is professional, respectful, and patient-centered.
Educate prospective participants about clinical research opportunities, study expectations, and participation requirements while maintaining ethical and regulatory standards.
Build trust and rapport through consistent communication, active listening, and timely follow-up throughout the recruitment process.
Provide a positive, supportive experience that encourages participant engagement while respecting each individual's decision regarding study participation.
Collaborate with Clinical Research Coordinators and clinical staff to ensure a seamless transition from recruitment through study enrollment.
Technical Performance and Precision
Execute high-volume outbound and inbound recruitment activities using approved communication methods, including phone, email, text messaging, physician referrals, and community outreach initiatives.
Conduct structured pre-screening interviews using protocol-specific eligibility criteria and approved recruitment scripts.
Schedule and coordinate participant screening appointments while maintaining accuracy, efficiency, and minimal scheduling gaps.
Maintain an organized recruitment pipeline, ensuring every prospective participant has a documented status, next action, and follow-up timeline.
Accurately document all outreach activities, patient communications, scheduling updates, and recruitment outcomes within designated electronic systems.
Monitor recruitment metrics, identify trends, and recommend opportunities to improve outreach effectiveness and enrollment performance.
Support recruitment initiatives, community engagement activities, physician outreach, and marketing campaigns designed to increase participant awareness and study enrollment.
Coordinate closely with Clinical Research Coordinators to ensure qualified participants are appropriately transitioned into the study enrollment process.
Identify recruitment challenges and proactively recommend solutions to improve enrollment efficiency and participant retention.
Learning and Professional Development
Maintain a working knowledge of clinical research processes, study protocols, patient recruitment strategies, and applicable regulatory requirements.
Participate in required training and demonstrate the ability to apply new knowledge and recruitment best practices to daily responsibilities.
Continuously improve communication, patient engagement, objection handling, and recruitment effectiveness through ongoing coaching and professional development.
Seek feedback, monitor individual performance metrics, and implement continuous improvement strategies to enhance recruitment outcomes.
Contribute to a collaborative, patient-focused culture that supports operational excellence and continuous improvement.
Qualifications
Education and Experience Required
High school diploma or equivalent required; associate's or bachelor's degree in healthcare, business, communications, marketing, or a related field preferred.
Minimum of one (1) year of experience in patient recruitment, healthcare outreach, customer service, healthcare sales, call center operations, clinical research recruitment, or a similar patient-facing role.
Demonstrated experience working in a structured, performance-driven environment with measurable goals and accountability.
Excellent verbal and written communication skills with the ability to build rapport and effectively engage diverse patient populations.
Strong organizational and time management skills with the ability to manage multiple priorities and maintain accurate records.
Preferred
Experience recruiting participants for clinical research studies or healthcare programs.
Knowledge of clinical research processes, Good Clinical Practice (GCP), HIPAA, and patient privacy requirements.
Experience using Clinical Trial Management Systems (CTMS), Customer Relationship Management (CRM) systems, Electronic Medical Records (EMR), or similar databases.
Experience with patient scheduling, lead management, or healthcare navigation.
Bilingual communication skills (English/Spanish) or proficiency in another language reflective of the patient population served
Work is performed primarily within a clinical research site environment supporting active clinical trials. The role may require flexibility in scheduling to support study visits, sponsor meetings, or operational deadlines. Prime Clinical Research reserves the right at its discretion to request the employee to perform duties that are not listed. The company may use this position description to evaluate the employee's performance or make other appropriate job-related decisions.
Location: Chile
Position Summary:
The Patient Recruiter is responsible for identifying, engaging, and guiding prospective participants through the clinical trial recruitment process. This role serves as the primary point of contact for patient outreach, protocol-specific pre-screening, scheduling, and ongoing follow-up to support enrollment goals across multiple clinical studies. Working closely with Clinical Research Coordinators, investigators, and operational leadership, the Patient Recruiter ensures qualified participants are recruited, informed, and prepared for study participation while delivering an exceptional patient experience.
The position operates in a structured, metrics-driven environment where performance is measured by outreach activity, enrollment contribution, patient engagement, pipeline management, documentation quality, and responsiveness. Success in this role requires exceptional communication skills, organization, accountability, attention to detail, and the ability to build trust with prospective participants while consistently executing defined recruitment processes in compliance with Good Clinical Practice (GCP), HIPAA, and organizational standards.
Role and Responsibilities:
Execute all patient recruitment, outreach, pre-screening, scheduling, and follow-up activities in accordance with study protocols, Good Clinical Practice (GCP), HIPAA, and site standard operating procedures.
Maintain accountability for individual recruitment performance metrics, including outreach activity, qualified referrals, enrollment contribution, documentation quality, and follow-up completion.
Consistently follow approved recruitment workflows, communication standards, and patient engagement processes to ensure a consistent experience across all studies and locations.
Protect patient confidentiality and data integrity by accurately documenting recruitment activities, eligibility discussions, and patient communications in real time.
Escalate recruitment barriers, patient concerns, scheduling conflicts, or operational risks promptly to support enrollment goals and study timelines.
Customer Experience
Serve as the primary point of contact for prospective clinical trial participants, ensuring every interaction is professional, respectful, and patient-centered.
Educate prospective participants about clinical research opportunities, study expectations, and participation requirements while maintaining ethical and regulatory standards.
Build trust and rapport through consistent communication, active listening, and timely follow-up throughout the recruitment process.
Provide a positive, supportive experience that encourages participant engagement while respecting each individual's decision regarding study participation.
Collaborate with Clinical Research Coordinators and clinical staff to ensure a seamless transition from recruitment through study enrollment.
Technical Performance and Precision
Execute high-volume outbound and inbound recruitment activities using approved communication methods, including phone, email, text messaging, physician referrals, and community outreach initiatives.
Conduct structured pre-screening interviews using protocol-specific eligibility criteria and approved recruitment scripts.
Schedule and coordinate participant screening appointments while maintaining accuracy, efficiency, and minimal scheduling gaps.
Maintain an organized recruitment pipeline, ensuring every prospective participant has a documented status, next action, and follow-up timeline.
Accurately document all outreach activities, patient communications, scheduling updates, and recruitment outcomes within designated electronic systems.
Monitor recruitment metrics, identify trends, and recommend opportunities to improve outreach effectiveness and enrollment performance.
Support recruitment initiatives, community engagement activities, physician outreach, and marketing campaigns designed to increase participant awareness and study enrollment.
Coordinate closely with Clinical Research Coordinators to ensure qualified participants are appropriately transitioned into the study enrollment process.
Identify recruitment challenges and proactively recommend solutions to improve enrollment efficiency and participant retention.
Learning and Professional Development
Maintain a working knowledge of clinical research processes, study protocols, patient recruitment strategies, and applicable regulatory requirements.
Participate in required training and demonstrate the ability to apply new knowledge and recruitment best practices to daily responsibilities.
Continuously improve communication, patient engagement, objection handling, and recruitment effectiveness through ongoing coaching and professional development.
Seek feedback, monitor individual performance metrics, and implement continuous improvement strategies to enhance recruitment outcomes.
Contribute to a collaborative, patient-focused culture that supports operational excellence and continuous improvement.
Qualifications
Education and Experience Required
High school diploma or equivalent required; associate's or bachelor's degree in healthcare, business, communications, marketing, or a related field preferred.
Minimum of one (1) year of experience in patient recruitment, healthcare outreach, customer service, healthcare sales, call center operations, clinical research recruitment, or a similar patient-facing role.
Demonstrated experience working in a structured, performance-driven environment with measurable goals and accountability.
Excellent verbal and written communication skills with the ability to build rapport and effectively engage diverse patient populations.
Strong organizational and time management skills with the ability to manage multiple priorities and maintain accurate records.
Preferred
Experience recruiting participants for clinical research studies or healthcare programs.
Knowledge of clinical research processes, Good Clinical Practice (GCP), HIPAA, and patient privacy requirements.
Experience using Clinical Trial Management Systems (CTMS), Customer Relationship Management (CRM) systems, Electronic Medical Records (EMR), or similar databases.
Experience with patient scheduling, lead management, or healthcare navigation.
Bilingual communication skills (English/Spanish) or proficiency in another language reflective of the patient population served
Work is performed primarily within a clinical research site environment supporting active clinical trials. The role may require flexibility in scheduling to support study visits, sponsor meetings, or operational deadlines. Prime Clinical Research reserves the right at its discretion to request the employee to perform duties that are not listed. The company may use this position description to evaluate the employee's performance or make other appropriate job-related decisions.
Location: Mexico
Position Summary:
The Patient Recruiter is responsible for identifying, engaging, and guiding prospective participants through the clinical trial recruitment process. This role serves as the primary point of contact for patient outreach, protocol-specific pre-screening, scheduling, and ongoing follow-up to support enrollment goals across multiple clinical studies. Working closely with Clinical Research Coordinators, investigators, and operational leadership, the Patient Recruiter ensures qualified participants are recruited, informed, and prepared for study participation while delivering an exceptional patient experience.
The position operates in a structured, metrics-driven environment where performance is measured by outreach activity, enrollment contribution, patient engagement, pipeline management, documentation quality, and responsiveness. Success in this role requires exceptional communication skills, organization, accountability, attention to detail, and the ability to build trust with prospective participants while consistently executing defined recruitment processes in compliance with Good Clinical Practice (GCP), HIPAA, and organizational standards.
Role and Responsibilities:
Execute all patient recruitment, outreach, pre-screening, scheduling, and follow-up activities in accordance with study protocols, Good Clinical Practice (GCP), HIPAA, and site standard operating procedures.
Maintain accountability for individual recruitment performance metrics, including outreach activity, qualified referrals, enrollment contribution, documentation quality, and follow-up completion.
Consistently follow approved recruitment workflows, communication standards, and patient engagement processes to ensure a consistent experience across all studies and locations.
Protect patient confidentiality and data integrity by accurately documenting recruitment activities, eligibility discussions, and patient communications in real time.
Escalate recruitment barriers, patient concerns, scheduling conflicts, or operational risks promptly to support enrollment goals and study timelines.
Customer Experience
Serve as the primary point of contact for prospective clinical trial participants, ensuring every interaction is professional, respectful, and patient-centered.
Educate prospective participants about clinical research opportunities, study expectations, and participation requirements while maintaining ethical and regulatory standards.
Build trust and rapport through consistent communication, active listening, and timely follow-up throughout the recruitment process.
Provide a positive, supportive experience that encourages participant engagement while respecting each individual's decision regarding study participation.
Collaborate with Clinical Research Coordinators and clinical staff to ensure a seamless transition from recruitment through study enrollment.
Technical Performance and Precision
Execute high-volume outbound and inbound recruitment activities using approved communication methods, including phone, email, text messaging, physician referrals, and community outreach initiatives.
Conduct structured pre-screening interviews using protocol-specific eligibility criteria and approved recruitment scripts.
Schedule and coordinate participant screening appointments while maintaining accuracy, efficiency, and minimal scheduling gaps.
Maintain an organized recruitment pipeline, ensuring every prospective participant has a documented status, next action, and follow-up timeline.
Accurately document all outreach activities, patient communications, scheduling updates, and recruitment outcomes within designated electronic systems.
Monitor recruitment metrics, identify trends, and recommend opportunities to improve outreach effectiveness and enrollment performance.
Support recruitment initiatives, community engagement activities, physician outreach, and marketing campaigns designed to increase participant awareness and study enrollment.
Coordinate closely with Clinical Research Coordinators to ensure qualified participants are appropriately transitioned into the study enrollment process.
Identify recruitment challenges and proactively recommend solutions to improve enrollment efficiency and participant retention.
Learning and Professional Development
Maintain a working knowledge of clinical research processes, study protocols, patient recruitment strategies, and applicable regulatory requirements.
Participate in required training and demonstrate the ability to apply new knowledge and recruitment best practices to daily responsibilities.
Continuously improve communication, patient engagement, objection handling, and recruitment effectiveness through ongoing coaching and professional development.
Seek feedback, monitor individual performance metrics, and implement continuous improvement strategies to enhance recruitment outcomes.
Contribute to a collaborative, patient-focused culture that supports operational excellence and continuous improvement.
Qualifications
Education and Experience Required
High school diploma or equivalent required; associate's or bachelor's degree in healthcare, business, communications, marketing, or a related field preferred.
Minimum of one (1) year of experience in patient recruitment, healthcare outreach, customer service, healthcare sales, call center operations, clinical research recruitment, or a similar patient-facing role.
Demonstrated experience working in a structured, performance-driven environment with measurable goals and accountability.
Excellent verbal and written communication skills with the ability to build rapport and effectively engage diverse patient populations.
Strong organizational and time management skills with the ability to manage multiple priorities and maintain accurate records.
Preferred
Experience recruiting participants for clinical research studies or healthcare programs.
Knowledge of clinical research processes, Good Clinical Practice (GCP), HIPAA, and patient privacy requirements.
Experience using Clinical Trial Management Systems (CTMS), Customer Relationship Management (CRM) systems, Electronic Medical Records (EMR), or similar databases.
Experience with patient scheduling, lead management, or healthcare navigation.
Bilingual communication skills (English/Spanish) or proficiency in another language reflective of the patient population served
Work is performed primarily within a clinical research site environment supporting active clinical trials. The role may require flexibility in scheduling to support study visits, sponsor meetings, or operational deadlines. Prime Clinical Research reserves the right at its discretion to request the employee to perform duties that are not listed. The company may use this position description to evaluate the employee's performance or make other appropriate job-related decisions.
Location: Ukraine
Position Summary:
The Patient Recruiter is responsible for identifying, engaging, and guiding prospective participants through the clinical trial recruitment process. This role serves as the primary point of contact for patient outreach, protocol-specific pre-screening, scheduling, and ongoing follow-up to support enrollment goals across multiple clinical studies. Working closely with Clinical Research Coordinators, investigators, and operational leadership, the Patient Recruiter ensures qualified participants are recruited, informed, and prepared for study participation while delivering an exceptional patient experience.
The position operates in a structured, metrics-driven environment where performance is measured by outreach activity, enrollment contribution, patient engagement, pipeline management, documentation quality, and responsiveness. Success in this role requires exceptional communication skills, organization, accountability, attention to detail, and the ability to build trust with prospective participants while consistently executing defined recruitment processes in compliance with Good Clinical Practice (GCP), HIPAA, and organizational standards.
Role and Responsibilities:
Execute all patient recruitment, outreach, pre-screening, scheduling, and follow-up activities in accordance with study protocols, Good Clinical Practice (GCP), HIPAA, and site standard operating procedures.
Maintain accountability for individual recruitment performance metrics, including outreach activity, qualified referrals, enrollment contribution, documentation quality, and follow-up completion.
Consistently follow approved recruitment workflows, communication standards, and patient engagement processes to ensure a consistent experience across all studies and locations.
Protect patient confidentiality and data integrity by accurately documenting recruitment activities, eligibility discussions, and patient communications in real time.
Escalate recruitment barriers, patient concerns, scheduling conflicts, or operational risks promptly to support enrollment goals and study timelines.
Customer Experience
Serve as the primary point of contact for prospective clinical trial participants, ensuring every interaction is professional, respectful, and patient-centered.
Educate prospective participants about clinical research opportunities, study expectations, and participation requirements while maintaining ethical and regulatory standards.
Build trust and rapport through consistent communication, active listening, and timely follow-up throughout the recruitment process.
Provide a positive, supportive experience that encourages participant engagement while respecting each individual's decision regarding study participation.
Collaborate with Clinical Research Coordinators and clinical staff to ensure a seamless transition from recruitment through study enrollment.
Technical Performance and Precision
Execute high-volume outbound and inbound recruitment activities using approved communication methods, including phone, email, text messaging, physician referrals, and community outreach initiatives.
Conduct structured pre-screening interviews using protocol-specific eligibility criteria and approved recruitment scripts.
Schedule and coordinate participant screening appointments while maintaining accuracy, efficiency, and minimal scheduling gaps.
Maintain an organized recruitment pipeline, ensuring every prospective participant has a documented status, next action, and follow-up timeline.
Accurately document all outreach activities, patient communications, scheduling updates, and recruitment outcomes within designated electronic systems.
Monitor recruitment metrics, identify trends, and recommend opportunities to improve outreach effectiveness and enrollment performance.
Support recruitment initiatives, community engagement activities, physician outreach, and marketing campaigns designed to increase participant awareness and study enrollment.
Coordinate closely with Clinical Research Coordinators to ensure qualified participants are appropriately transitioned into the study enrollment process.
Identify recruitment challenges and proactively recommend solutions to improve enrollment efficiency and participant retention.
Learning and Professional Development
Maintain a working knowledge of clinical research processes, study protocols, patient recruitment strategies, and applicable regulatory requirements.
Participate in required training and demonstrate the ability to apply new knowledge and recruitment best practices to daily responsibilities.
Continuously improve communication, patient engagement, objection handling, and recruitment effectiveness through ongoing coaching and professional development.
Seek feedback, monitor individual performance metrics, and implement continuous improvement strategies to enhance recruitment outcomes.
Contribute to a collaborative, patient-focused culture that supports operational excellence and continuous improvement.
Qualifications
Education and Experience Required
High school diploma or equivalent required; associate's or bachelor's degree in healthcare, business, communications, marketing, or a related field preferred.
Minimum of one (1) year of experience in patient recruitment, healthcare outreach, customer service, healthcare sales, call center operations, clinical research recruitment, or a similar patient-facing role.
Demonstrated experience working in a structured, performance-driven environment with measurable goals and accountability.
Excellent verbal and written communication skills with the ability to build rapport and effectively engage diverse patient populations.
Strong organizational and time management skills with the ability to manage multiple priorities and maintain accurate records.
Preferred
Experience recruiting participants for clinical research studies or healthcare programs.
Knowledge of clinical research processes, Good Clinical Practice (GCP), HIPAA, and patient privacy requirements.
Experience using Clinical Trial Management Systems (CTMS), Customer Relationship Management (CRM) systems, Electronic Medical Records (EMR), or similar databases.
Experience with patient scheduling, lead management, or healthcare navigation.
Bilingual communication skills (English/Spanish) or proficiency in another language reflective of the patient population served
Work is performed primarily within a clinical research site environment supporting active clinical trials. The role may require flexibility in scheduling to support study visits, sponsor meetings, or operational deadlines. Prime Clinical Research reserves the right at its discretion to request the employee to perform duties that are not listed. The company may use this position description to evaluate the employee's performance or make other appropriate job-related decisions.
Location: Armenia
Position Summary:
The Patient Recruiter is responsible for identifying, engaging, and guiding prospective participants through the clinical trial recruitment process. This role serves as the primary point of contact for patient outreach, protocol-specific pre-screening, scheduling, and ongoing follow-up to support enrollment goals across multiple clinical studies. Working closely with Clinical Research Coordinators, investigators, and operational leadership, the Patient Recruiter ensures qualified participants are recruited, informed, and prepared for study participation while delivering an exceptional patient experience.
The position operates in a structured, metrics-driven environment where performance is measured by outreach activity, enrollment contribution, patient engagement, pipeline management, documentation quality, and responsiveness. Success in this role requires exceptional communication skills, organization, accountability, attention to detail, and the ability to build trust with prospective participants while consistently executing defined recruitment processes in compliance with Good Clinical Practice (GCP), HIPAA, and organizational standards.
Role and Responsibilities:
Execute all patient recruitment, outreach, pre-screening, scheduling, and follow-up activities in accordance with study protocols, Good Clinical Practice (GCP), HIPAA, and site standard operating procedures.
Maintain accountability for individual recruitment performance metrics, including outreach activity, qualified referrals, enrollment contribution, documentation quality, and follow-up completion.
Consistently follow approved recruitment workflows, communication standards, and patient engagement processes to ensure a consistent experience across all studies and locations.
Protect patient confidentiality and data integrity by accurately documenting recruitment activities, eligibility discussions, and patient communications in real time.
Escalate recruitment barriers, patient concerns, scheduling conflicts, or operational risks promptly to support enrollment goals and study timelines.
Customer Experience
Serve as the primary point of contact for prospective clinical trial participants, ensuring every interaction is professional, respectful, and patient-centered.
Educate prospective participants about clinical research opportunities, study expectations, and participation requirements while maintaining ethical and regulatory standards.
Build trust and rapport through consistent communication, active listening, and timely follow-up throughout the recruitment process.
Provide a positive, supportive experience that encourages participant engagement while respecting each individual's decision regarding study participation.
Collaborate with Clinical Research Coordinators and clinical staff to ensure a seamless transition from recruitment through study enrollment.
Technical Performance and Precision
Execute high-volume outbound and inbound recruitment activities using approved communication methods, including phone, email, text messaging, physician referrals, and community outreach initiatives.
Conduct structured pre-screening interviews using protocol-specific eligibility criteria and approved recruitment scripts.
Schedule and coordinate participant screening appointments while maintaining accuracy, efficiency, and minimal scheduling gaps.
Maintain an organized recruitment pipeline, ensuring every prospective participant has a documented status, next action, and follow-up timeline.
Accurately document all outreach activities, patient communications, scheduling updates, and recruitment outcomes within designated electronic systems.
Monitor recruitment metrics, identify trends, and recommend opportunities to improve outreach effectiveness and enrollment performance.
Support recruitment initiatives, community engagement activities, physician outreach, and marketing campaigns designed to increase participant awareness and study enrollment.
Coordinate closely with Clinical Research Coordinators to ensure qualified participants are appropriately transitioned into the study enrollment process.
Identify recruitment challenges and proactively recommend solutions to improve enrollment efficiency and participant retention.
Learning and Professional Development
Maintain a working knowledge of clinical research processes, study protocols, patient recruitment strategies, and applicable regulatory requirements.
Participate in required training and demonstrate the ability to apply new knowledge and recruitment best practices to daily responsibilities.
Continuously improve communication, patient engagement, objection handling, and recruitment effectiveness through ongoing coaching and professional development.
Seek feedback, monitor individual performance metrics, and implement continuous improvement strategies to enhance recruitment outcomes.
Contribute to a collaborative, patient-focused culture that supports operational excellence and continuous improvement.
Qualifications
Education and Experience Required
High school diploma or equivalent required; associate's or bachelor's degree in healthcare, business, communications, marketing, or a related field preferred.
Minimum of one (1) year of experience in patient recruitment, healthcare outreach, customer service, healthcare sales, call center operations, clinical research recruitment, or a similar patient-facing role.
Demonstrated experience working in a structured, performance-driven environment with measurable goals and accountability.
Excellent verbal and written communication skills with the ability to build rapport and effectively engage diverse patient populations.
Strong organizational and time management skills with the ability to manage multiple priorities and maintain accurate records.
Preferred
Experience recruiting participants for clinical research studies or healthcare programs.
Knowledge of clinical research processes, Good Clinical Practice (GCP), HIPAA, and patient privacy requirements.
Experience using Clinical Trial Management Systems (CTMS), Customer Relationship Management (CRM) systems, Electronic Medical Records (EMR), or similar databases.
Experience with patient scheduling, lead management, or healthcare navigation.
Bilingual communication skills (English/Spanish) or proficiency in another language reflective of the patient population served
Work is performed primarily within a clinical research site environment supporting active clinical trials. The role may require flexibility in scheduling to support study visits, sponsor meetings, or operational deadlines. Prime Clinical Research reserves the right at its discretion to request the employee to perform duties that are not listed. The company may use this position description to evaluate the employee's performance or make other appropriate job-related decisions.
Location: Colombia
Position Summary:
The Business Development Associate is responsible for end-to-end pipeline development and opportunity intelligence within the clinical research lifecycle. This role focuses exclusively on identifying, evaluating, qualifying, and advancing clinical trial opportunities aligned with organizational capabilities and therapeutic priorities.
This position does not include responsibilities related to budget development, contract negotiation, or financial structuring. Instead, it serves as a front-end engine for study acquisition, ensuring a high-quality, strategically aligned pipeline for downstream feasibility and contracting team members.
Core Responsibilities:
1. Clinical Trial Opportunity Identification & Pipeline Development.
Systematically identify new clinical trial opportunities through:
o ClinicalTrials.gov
o GlobalData
o Sponsor and CRO websites
o Industry portals and targeted search strategies
Maintain a centralized opportunity tracker (Excel/SharePoint-based) with real-time updates on:
o Study status
o Sponsor/CRO
o Therapeutic area
o Phase and timelines
Build and manage a qualified pipeline aligned with organizational enrollment capabilities and therapeutic focus areas.
2. Sponsor & CRO Intelligence and Evaluation.
Conduct structured due diligence on Sponsors/CROs, including:
o Financial stability and funding capability (e.g., public listings such as NASDAQ, recent funding rounds, mergers/acquisitions)
o Therapeutic area strategy and pipeline depth
o Historical trial execution patterns and site selection tendencies
Generate Sponsor profiles to guide prioritization and outreach strategy.
3. Study Feasibility Pre-Assessment (Non-Financial).
Perform early-stage study evaluation to determine organizational fit:
o Therapeutic area alignment (e.g., metabolic, GI, wound care, podiatry)
o Investigational product type (drug, device, biologic)
o Study phase (priority on Phase II–IV)
Analyze protocol-level elements:
o Inclusion/exclusion criteria
o Visit schedules and procedural burden
o Study design complexity
Translate findings into actionable go/no-go recommendations for internal stakeholders.
4. Investigator & Patient Population Matching.
Conduct targeted research to align studies with:
o Investigator expertise
o Existing and potential patient populations
o Diagnosis mapping using ICD frameworks
Support identification of high-probability enrollment scenarios based on:
o Disease prevalence
o Site capabilities
o Historical performance indicators
5. Strategic Intelligence & Market Analysis.
Monitor and interpret trends across therapeutic areas:
o Emerging indications
o Sponsor investment patterns
o Competitive site activity
Analyze datasets and visual trends to:
o Identify high-value therapeutic opportunities
o Provide strategic recommendations to leadership
Produce insight summaries and pipeline reports for executive review.
6. Targeted Outreach Strategy Development.
Develop highly tailored outreach approaches for Sponsors and CROs:
o Align messaging with:
Study protocol specifics
Investigational product characteristics
Target patient populations
o Customize communication based on stakeholder type:
Sponsor executives
Clinical operations teams
CRO representatives
Ensure all outreach reflects clinical relevance, operational readiness, and strategic fit.
7. Contact Identification & Relationship Mapping.
Identify and validate key decision-makers using:
o LinkedIn
o GlobalData
o Sponsor/CRO websites
o RocketReach
o Advanced search methodologies
Build and maintain a clean, structured contact database for outreach execution.
8. SOP Adherence & Operational Compliance.
Execute all responsibilities in strict accordance with organizational SOPs:
o Naming conventions
o Documentation standards
o Workflow processes
Ensure audit-ready documentation of all pipeline activities and evaluations.
Required Skills & Technical Proficiency:
Systems & Tools.
Advanced proficiency in:
o Microsoft Excel (trackers, data analysis, pipeline management)
o Microsoft Word
o G-Suite (Docs, Sheets, Drive)
o SharePoint & OneDrive
o Microsoft Outlook
o Dropbox
o Microsoft Teams / Zoom
Core Competencies:
Strong analytical capability (data interpretation, pattern recognition, trend analysis)
High attention to detail and organizational discipline
Ability to synthesize complex clinical and market data into clear recommendations
Strong written and verbal communication skills
Research-driven mindset with structured, repeatable workflows
Ability to rapidly learn clinical terminology, therapeutic areas, and protocol structures
Preferred Qualifications:
Experience in clinical research, CROs, or healthcare business development
Familiarity with:
o Clinical trial design and phases
o ICD coding systems
o Therapeutic areas such as metabolic disease, GI, wound care, or cardiovascular conditions
Experience using clinical intelligence platforms and pipeline tools
Key Performance Indicators (KPIs):
Volume and quality of identified trial opportunities
Pipeline growth rate and alignment with organizational priorities
Accuracy and depth of Sponsor and study evaluations
Conversion of identified opportunities to feasibility engagement
Quality and effectiveness of targeted outreach strategies
Timeliness and completeness of pipeline tracking and reporting
Role Boundaries (Explicit Exclusions):
No responsibility for:
o Budget development
o Contract negotiation
o Financial feasibility analysis
Position Impact:
This role functions as a strategic intake and qualification layer within the clinical trial acquisition funnel—directly influencing the organization’s ability to:
Secure high-quality studies
Optimize enrollment potential
Align with Sponsors that match long-term growth strategy
leadGurugram, Haryana, India
СтажёрGurugram, Haryana, India; Candidates from 2024 will be considered on an exceptional basis only
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