Location: United States
Improvado
is an AI-powered marketing data platform built for mid-market and enterprise teams. We help companies automate complex marketing data workflows, unify data at scale, and surface insights through BI and AI. Brands like ASUS, Docker, Activision, and H&R Block rely on us to simplify analytics and improve marketing performance.
We’re a fast-growing Series A startup backed by $34M in funding and driven by a team that moves fast, stays curious, and cares about high-quality execution.
About the Role
The Marketing Analyst's primary responsibility is to help clients maximize value from their marketing data. You'll own client delivery end-to-end for your assigned accounts — from data modeling through final reporting. You'll design and maintain dashboards across BI platforms, ensure data quality, and deliver clear, actionable reporting. This role also involves managing data transformations in dbt and working with complex, multi-source data architectures. You'll leverage AI tools (e.g. Codex, Claude) to accelerate your workflows.
We are looking for someone who is reliable, responsible, quality-minded, keeps commitments, takes ownership of their work, and can confidently present results to clients.
Responsibilities
Build and maintain dashboards and reports in
Looker, Power BI, and Tableau
— depending on client setup.
Write, optimize, and troubleshoot SQL queries for reporting, analysis, and investigations.
Manage and enhance data transformations with
dbt
where necessary.
Support clients directly — understand their requirements, translate them into data solutions, and deliver clear insights.
Conduct QA/UAT to ensure data accuracy, consistency, and trustworthiness.
Use
Git
for version control and collaboration.
Proactively identify opportunities, trends, or risks in marketing data and communicate findings clearly.
Leverage
AI tools
to be 10x more productive than the average analyst.
Must Have Qualifications
3+ years of experience as Data Analyst
with marketing data
Expert-level proficiency in
at least one BI platform
(Looker, Power BI, or Tableau), with the ability to deliver projects across all.
Proficiency in SQL
Proficiency in
data modelling
(dbt preferred)
Knowledge of
Google Analytics
(advanced level, for business understanding)
Experience with
Git
English C1 level
with excellent written and verbal communication (
client-facing role
)
Strong analytical skills, proactive problem-solving, and high attention to detail
Comfortable with ambiguity and able to drive clarity with clients and internal teams
Hands-on experience with
QA/UAT processes
Proficiency with AI tools
and ability to learn new ways of working is essential
Nice to Have
Knowledge of
Google Analytics Data Streams
.
Familiarity with
marketing platforms data
(Google Ads, Facebook Ads, etc.).
Understanding of
Marketing Mix Modeling (MMM) concepts
.
Prior experience in marketing agency.
What We Offer
Remote-first environment.
Competitive base salary.
Stock options.
Medical, and dental benefits.
401K plan.
Unlimited PTO.
13 paid holidays.
Professional development reimbursement.
Location: United States
Improvado
is an AI-powered marketing data platform built for mid-market and enterprise teams. We help companies automate complex marketing data workflows, unify data at scale, and surface insights through BI and AI. Brands like ASUS, Docker, Activision, and H&R Block rely on us to simplify analytics and improve marketing performance.
We’re a fast-growing Series A startup backed by $34M in funding and driven by a team that moves fast, stays curious, and cares about high-quality execution.
About the Role
The Marketing Analyst's primary responsibility is to help clients maximize value from their marketing data. You'll own client delivery end-to-end for your assigned accounts — from data modeling through final reporting. You'll design and maintain dashboards across BI platforms, ensure data quality, and deliver clear, actionable reporting. This role also involves managing data transformations in dbt and working with complex, multi-source data architectures. You'll leverage AI tools (e.g. Codex, Claude) to accelerate your workflows.
We are looking for someone who is reliable, responsible, quality-minded, keeps commitments, takes ownership of their work, and can confidently present results to clients.
Responsibilities
Build and maintain dashboards and reports in
Looker, Power BI, and Tableau
— depending on client setup.
Write, optimize, and troubleshoot SQL queries for reporting, analysis, and investigations.
Manage and enhance data transformations with
dbt
where necessary.
Support clients directly — understand their requirements, translate them into data solutions, and deliver clear insights.
Conduct QA/UAT to ensure data accuracy, consistency, and trustworthiness.
Use
Git
for version control and collaboration.
Proactively identify opportunities, trends, or risks in marketing data and communicate findings clearly.
Leverage
AI tools
to be 10x more productive than the average analyst.
Must Have Qualifications
3+ years of experience as Data Analyst
with marketing data
Expert-level proficiency in
at least one BI platform
(Looker, Power BI, or Tableau), with the ability to deliver projects across all.
Proficiency in SQL
Proficiency in
data modelling
(dbt preferred)
Knowledge of
Google Analytics
(advanced level, for business understanding)
Experience with
Git
English C1 level
with excellent written and verbal communication (
client-facing role
)
Strong analytical skills, proactive problem-solving, and high attention to detail
Comfortable with ambiguity and able to drive clarity with clients and internal teams
Hands-on experience with
QA/UAT processes
Proficiency with AI tools
and ability to learn new ways of working is essential
Nice to Have
Knowledge of
Google Analytics Data Streams
.
Familiarity with
marketing platforms data
(Google Ads, Facebook Ads, etc.).
Understanding of
Marketing Mix Modeling (MMM) concepts
.
Prior experience in marketing agency.
What We Offer
Remote-first environment.
Competitive base salary.
Stock options.
Medical, and dental benefits.
401K plan.
Unlimited PTO.
13 paid holidays.
Professional development reimbursement.
Location: United States
Improvado
is an AI-powered marketing data platform built for mid-market and enterprise teams. We help companies automate complex marketing data workflows, unify data at scale, and surface insights through BI and AI. Brands like ASUS, Docker, Activision, and H&R Block rely on us to simplify analytics and improve marketing performance.
We’re a fast-growing Series A startup backed by $34M in funding and driven by a team that moves fast, stays curious, and cares about high-quality execution.
About the Role
The Senior Marketing Analytics Consultant's primary responsibility is to help clients maximize value from their marketing data. You'll own client delivery end-to-end for your assigned accounts — from data modeling through final reporting. You'll design and maintain dashboards across BI platforms, ensure data quality, and deliver clear, actionable reporting. This role also involves managing data transformations in dbt and working with complex, multi-source data architectures. You'll leverage AI tools (e.g. Codex, Claude) to accelerate your workflows.
We are looking for someone who is reliable, responsible, quality-minded, keeps commitments, takes ownership of their work, and can confidently present results to clients.
Responsibilities
Build and maintain dashboards and reports in
Looker, Power BI, and Tableau
— depending on client setup.
Write, optimize, and troubleshoot SQL queries for reporting, analysis, and investigations.
Manage and enhance data transformations with
dbt
where necessary.
Support clients directly — understand their requirements, translate them into data solutions, and deliver clear insights.
Conduct QA/UAT to ensure data accuracy, consistency, and trustworthiness.
Use
Git
for version control and collaboration.
Proactively identify opportunities, trends, or risks in marketing data and communicate findings clearly.
Leverage
AI tools
to be 10x more productive than the average analyst.
Must Have Qualifications
3+ years of experience as Data Analyst
with marketing data
Expert-level proficiency in
at least one BI platform
(Looker, Power BI, or Tableau), with the ability to deliver projects across all.
Proficiency in SQL
Proficiency in
data modelling
(dbt preferred)
Knowledge of
Google Analytics
(advanced level, for business understanding)
Experience with
Git
English C1 level
with excellent written and verbal communication (
client-facing role
)
Strong analytical skills, proactive problem-solving, and high attention to detail
Comfortable with ambiguity and able to drive clarity with clients and internal teams
Hands-on experience with
QA/UAT processes
Proficiency with AI tools
and ability to learn new ways of working is essential
Nice to Have
Knowledge of
Google Analytics Data Streams
.
Familiarity with
marketing platforms data
(Google Ads, Facebook Ads, etc.).
Understanding of
Marketing Mix Modeling (MMM) concepts
.
Prior experience in marketing agency.
What We Offer
Remote-first environment.
Competitive base salary.
Stock options.
Medical, and dental benefits.
401K plan.
Unlimited PTO.
13 paid holidays.
Professional development reimbursement.
Location: Gurugram, Haryana, India
NEOLYTIX
Associate Director - RCM
RCM | Credentialing | India Delivery Leadership
DEPARTMENT
Operations
EXPERIENCE
16–20 Years
LOCATION
Gurugram (Onsite)
REPORTS INTO
CEO & COO
About the Role
The Associate Director, RCM Operations is Neolytix's senior-most delivery leader in India, accountable for the end-to-end performance of our RCM and Credentialing service lines. This is not a monitoring role. The AD owns the outcome: SLAs, quality, client satisfaction, team capability, and the P&L that sits behind every engagement.
Reporting to the COO and CEO, this seat carries direct authority over Operations Managers, Team Leads, and front-line specialists across both service lines. You will be the primary escalation authority for all delivery issues, the senior client-facing voice for operational matters, and the architect of how Neolytix's India delivery function scales.
If you have spent your career running large healthcare operations at a high standard, know what great RCM and Credentialing delivery looks like from the floor up, and are ready to own both the number and the team, this is the role.
Key Responsibilities
1. Delivery & SLA Ownership
Own end-to-end SLA performance across RCM sub-functions: AR follow-up, billing, payment posting, charge posting, and denial management.
Own Credentialing operations in full: provider enrollment, re-credentialing, CAQH maintenance, expirable tracking, and payer-specific workflows.
Drive the operating cadence: daily floor reviews, weekly performance dashboards, monthly COO reporting, and escalation resolution.
Serve as the senior escalation authority for all delivery issues across both service lines, with direct accountability for resolution timelines.
2. Capacity Planning & P&L
Own the India delivery P&L for RCM and Credentialing, managing cost-to-serve, billing realization, and margin targets.
Lead headcount planning, capacity modeling, and resource allocation aligned to client volume commitments and pipeline.
Partner with the COO on ramp-up plans for new client onboardings, covering hiring, training, and floor-readiness timelines.
3. Client Engagement & Retention
Act as the senior operational partner for key clients, building trusted and long-term relationships with client-side stakeholders.
Lead and contribute to Quarterly Business Reviews, performance reporting, and service expansion discussions.
Proactively surface delivery risks, drive resolution, and communicate transparently with client stakeholders before issues escalate.
4. People Leadership & Talent Development
Lead, coach, and develop a multi-tier team: Operations Managers, Team Leads, and front-line specialists across RCM and Credentialing.
Own succession planning, performance management cycles, and high-potential identification for the ops org.
Partner with Talent Management on hiring, onboarding, and retention strategies for RCM and Credentialing talent.
Build a performance culture grounded in accountability, continuous feedback, and professional growth.
5. Process Excellence & Technology
Drive continuous improvement across both service lines using structured problem-solving approaches.
Champion automation and technology adoption to improve throughput, reduce error rates, and lower cost-to-serve.
Own SOPs, process documentation, and audit readiness across RCM and Credentialing workflows.
Collaborate with analytics and technology teams to build performance visibility and reporting infrastructure.
6. Governance & Compliance
Ensure all operations remain compliant with HIPAA, CMS guidelines, and payer-specific requirements.
Own internal QA frameworks, audit processes, and remediation planning for both service lines.
Maintain documentation standards and escalation protocols that support SSAE-18 and SOC 2 readiness.
What You Bring
Must-Have
Full-time MBA / PGDM or equivalent postgraduate degree.
16 to 20 years in US healthcare revenue cycle management, with at least 5 years in a senior leadership role heading multi-functional delivery teams of 100+ FTEs.
Demonstrated experience leading Credentialing operations at scale: provider enrollment, re-credentialing, CAQH, and payer contracting workflows.
Strong command of RCM workflows across the full cycle: AR follow-up, billing, payment posting, charge posting, and denial management.
Prior experience in a BPO, MSO, or KPO environment serving US healthcare providers.
Proven P&L ownership: cost-to-serve management, headcount planning, and capacity modeling in a delivery environment.
Ability to build and read operational dashboards, interpret KPIs, and drive decisions from data.
Excellent communication with the ability to engage C-suite clients and internal leadership with equal fluency.
Strong Preference
Experience managing multi-geography delivery operations spanning India and Philippines.
Familiarity with PM and EHR platforms: AdvancedMD, Athenahealth, Kareo, Epic, or Centricity.
Track record of leading go-live transitions and new client onboarding at scale.
Nice-to-Have
Six Sigma or Lean certification.
Exposure to AI-assisted workflows or automation tools within RCM environments.
Experience in SSAE-18 / SOC 2 compliance environments.
Eligibility Criteria
Education: Full-time Postgraduate degree (MBA / PGDM or equivalent) mandatory. Part-time, correspondence, or distance-learning qualifications are not accepted.
Communication: Excellent spoken and written English. Confident in client-facing calls, COO-level reporting, and written communication with US-based stakeholders.
Work Mode: Onsite, Gurugram, 5 days a week. This is a floor-level leadership role; physical presence is required.
Notice Period: Candidates available within 30 to 45 days preferred. Extensions considered for the right profile.
Performance Expectations (KPIs)
The AD, Operations will be measured on the following within the first 12 months:
SLA achievement rate across RCM and Credentialing: 95%+ sustained over rolling 90 days.
Net collection rate and AR days for RCM accounts under management, trending toward agreed benchmarks.
Credentialing cycle time: first-pass provider enrollment within payer-committed timelines, zero expirable lapses.
Client retention and satisfaction: no unplanned exits attributable to delivery performance.
Team attrition (operations): managed within business continuity thresholds.
Delivery margin: cost-to-serve within budget and P&L targets for both service lines.
Audit and QA coverage: internal quality audits completed on schedule with remediation tracked to closure.
Hiring Process
Stage 1: Talent Management screening and profile review.
Stage 2: Functional interview with COO covering delivery depth, P&L accountability, multi-LOB scope, and leadership approach.
Stage 3: Leadership interview with CEO covering strategic fit, client philosophy, and team-building track record.
Stage 4: Reference checks and offer.
Why Join Neolytix
High-Trust Ownership
Own the full delivery function with direct access to the COO and CEO. No layers between your decisions and their impact.
Scale & Scope
Lead delivery across RCM and Credentialing for 270+ US provider organizations across hospital systems, group practices, and specialty clinics.
Build What You Run
Greenfield opportunity to standardize, automate, and shape how operations scales at Neolytix, including technology adoption and team structure.
Competitive Package
Compensation benchmarked to senior ops leadership in Delhi NCR, with performance incentives linked to delivery outcomes and margin targets.
Location: Philippines
Key Responsibilities
Client Communication and Relationship Management
Serve as the primary point of contact for new clients throughout the onboarding process.
Conduct kickoff meetings to clarify client objectives, service scope, key contacts, timelines, and expectations.
Provide regular progress updates and promptly address client questions or concerns.
Explain onboarding requirements, client responsibilities, and the support process after launch.
Onboarding Planning and Coordination
Review sales handover documentation to understand agreed services, commitments, and client requirements.
Develop and maintain onboarding plans, checklists, timelines, and milestone trackers.
Coordinate with Sales, Operations, Account Management, IT, Finance, and other relevant teams to complete onboarding activities.
Track dependencies and outstanding requirements, following up with stakeholders to prevent delays.
Identify onboarding risks and escalate issues that may affect timelines, service readiness, or the client experience.
Documentation and Service Readiness
Collect and validate client information, required documents, workflow details, and access requirements.
Maintain accurate client records and onboarding status updates in CRM and project management systems.
Coordinate account setup, system access, configuration, and other implementation requirements with the appropriate teams.
Confirm that required approvals, documentation, and readiness checks are completed before service launch.
Prepare handover documentation covering client requirements, agreed workflows, key contacts, and unresolved items.
Client Training and Handover
Organize onboarding sessions, process walkthroughs, and training on relevant systems or services.
Provide clients with guides, reference materials, and clear instructions for accessing ongoing support.
Coordinate the transition to the assigned account manager or service delivery team.
Follow up after launch to confirm that initial concerns are addressed and the handover is complete.
Reporting and Process Improvement
Maintain visibility into active onboarding projects, milestones, delays, and escalations.
Gather client feedback to identify opportunities to improve the onboarding experience.
Update onboarding templates, checklists, and standard operating procedures.
Recommend improvements that reduce rework, shorten onboarding timelines, and strengthen coordination.
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: Dubai, UAE
Workplace: onsite
About us:
Tabby is on a mission to give people power over their money. For too long, financial systems have worked for the institutions that built them, not the people using them. Runaway interest, fine print and limited access have left many behind, feeling shut out of a system that wasn't setting them up for success.
We're building a different kind of system—in a complete money app to send, spend and save. One that's clear, flexible and puts people and businesses in control. Founded in 2019, we serve customers and businesses across Saudi Arabia, the United Arab Emirates and Kuwait. Millions of customers and 65,000 global brands, government services and small businesses rely on us today.
What began as a better way to pay at checkout has grown into a financial system working the way it should have all along.
About the role:
The Senior Information Security Specialist (GRC) independently leads complex governance, risk, and compliance activities and serves as a subject matter expert in one or more GRC domains — enterprise information security governance, risk management frameworks, regulatory compliance, or third-party risk management.
The role produces high-quality GRC deliverables, provides technical mentoring to junior and mid-level team members, and contributes directly to the continuous improvement of the organization's GRC framework, risk treatment processes, and compliance reporting mechanisms. The Senior Specialist bridges technical execution and programme leadership, collaborating with leads, legal, audit, and business stakeholders to deliver mature, effective GRC outcomes aligned with the UAE Fintech regulatory environment.
Key Responsibilities
Information Security Governance Leadership:
Lead the development, review, and continuous improvement of information security policies, standards, procedures, and governance frameworks, ensuring alignment with CSF, NCA ECC, ISO 27001, and PCI-DSS.
Serve as the subject matter expert for assigned regulatory domains, providing authoritative interpretation of requirements and translating them into implementable control objectives.
Monitor and proactively track regulatory and legal developments affecting information security, assessing impact and recommending updates to the governance framework.
Prepare and review governance documentation (RACI matrices, security charter updates, governance committee packs) and present findings to senior stakeholders.
Lead the preparation of regulatory self-assessments and compliance attestations, coordinating evidence gathering and quality-reviewing submissions before senior sign-off.
Mentor junior team members on governance documentation quality, regulatory interpretation, and risk assessment methodology.
Enterprise Risk Management:
Lead the execution of complex enterprise information security risk assessments, applying advanced qualitative and quantitative methodologies to produce risk profiles aligned with the organisation's risk appetite.
Own and maintain the enterprise information security risk register, ensuring accuracy, currency, and appropriate escalation of significant risks.
Lead BIA processes for critical business functions, coordinating with asset owners, analysing recovery requirements, and producing BIA outputs for Business Continuity and Disaster Recovery planning.
Design and execute control effectiveness testing programmes, producing findings reports with gap analysis and risk-ranked remediation recommendations.
Lead third-party information security risk management, designing assessment frameworks, conducting in-depth vendor reviews, and maintaining the third-party risk register.
Produce executive-quality risk reporting with trend analysis, emerging risk identification, and treatment progress tracking for senior management and committee consumption.
Compliance Programme Delivery:
Lead compliance monitoring activities for CSF, NCA ECC, PDPL, ISO 27001, and PCI-DSS, producing gap analyses, treatment plans, and periodic compliance status reports.
Manage internal and external audit cycles, coordinating evidence collection, reviewing evidence quality, engaging with auditors, and tracking remediation to closure.
Design and deliver the security awareness programme, producing targeted content for different staff segments, conducting awareness sessions, and analysing effectiveness metrics.
Develop and maintain GRC programme metrics dashboards, ensuring KPIs and KRIs are accurately measured and presented to senior management on schedule.
Lead the integration of information security requirements into third-party contracts, procurement processes, and major project onboarding.
Contribute to the development of the information security programme strategy, identifying capability improvement opportunities and recommending investment priorities to the Lead.
Cross-Functional Collaboration & Knowledge Leadership:
Serve as the primary GRC point of contact for assigned business and technology teams, providing expert guidance on security requirements, risk treatment, and compliance obligations.
Lead information classification and security requirements reviews for significant IT, product, and business projects.
Contribute to the GRC knowledge base, developing reusable templates, guidance documents, and training materials for internal use.
Represent the GRC function in cross-functional working groups, project steering committees, and regulatory workstreams.
Skills, Knowledge and Expertise
Education:
Bachelor's degree in Information Technology, Computer Science, Software Engineering, Cybersecurity, Risk Management, or a related field.
A Master's degree in Information Security, Risk Management, or Business Administration is an advantage.
Experience:
3+ years of progressive professional experience in information security governance, risk management, or compliance.
Demonstrable experience independently leading risk assessment cycles, regulatory compliance programmes, or audit coordination activities.
In-depth knowledge of at least two regulatory frameworks applicable to Fintech environments (CSF, NCA ECC, PDPL, ISO 27001, PCI-DSS) is required.
Experience in a regulated Fintech or banking environment is strongly preferred.
Certifications & Licences:
ISO 27001 Lead Implementer (required).
CRISC (Certified in Risk and Information Systems Control) or CISM: required or actively working toward.
CDPSE (Certified Data Privacy Solutions Engineer) is an advantage for PDPL specialists.
Benefits
A working environment that gives you autonomy and responsibility from day one.
You should be comfortable with the idea that the quality of your work will influence the shape of your career.
Participation in the company’s employee stock options program.
Health Insurance
Flexi Perks: A monetary benefit that gives you the freedom to use it as you choose—whether for health and well-being, education and professional development or travel needs!
Location: Riyadh, KSA
Workplace: onsite
The Lead Anti-Fraud Officer independently leads complex governance, risk, and compliance activities and serves as a subject matter expert in one or more GRC domains — enterprise information security governance, risk management frameworks, regulatory compliance, or third-party risk management. The role produces high-quality GRC deliverables, provides technical mentoring to junior and mid-level team members, and contributes directly to the continuous improvement of the organization's GRC framework, risk treatment processes, and compliance reporting mechanisms.
The Lead Anti-Fraud Officer operates as a bridge between technical execution and programme leadership — collaborating with leads, legal, audit, and business stakeholders to drive mature and effective GRC outcomes aligned with the Saudi Fintech regulatory environment.
Key Responsibilities
Lead the development, review, and continuous improvement of information security policies, standards, procedures, and governance frameworks.
Serve as the subject matter expert for assigned regulatory domains, providing authoritative interpretation of requirements and translating them into implementable control objectives.
Monitor and proactively track regulatory and legal developments affecting information security — assessing impact and recommending updates to the governance framework.
Prepare and review governance documentation — RACI matrices, security charter updates, governance committee packs — and present findings to senior stakeholders.
Lead the preparation of regulatory self-assessments and compliance attestations, coordinating evidence gathering and quality-reviewing submissions before senior sign-off.
Mentor GR1–GR2 team members on governance documentation quality, regulatory interpretation, and risk assessment methodology.
Enterprise Risk Management
Lead the execution of complex enterprise information security risk assessments, applying advanced qualitative and quantitative methodologies to produce risk profiles aligned with the organization's risk appetite.
Own and maintain the enterprise information security risk register — ensuring accuracy, currency, and appropriate escalation of significant risks.
Lead BIA processes for critical business functions — coordinating with asset owners, analysing recovery requirements, and producing BIA outputs for Business Continuity and Disaster Recovery planning.
Design and execute control effectiveness testing programmes, producing findings reports with gap analysis and risk-ranked remediation recommendations.
Lead third-party information security risk management — designing assessment frameworks, conducting in-depth vendor reviews, and maintaining the third-party risk register.
Produce executive-quality risk reporting with trend analysis, emerging risk identification, and treatment progress tracking for senior management and committee consumption.
Compliance Programme Delivery
Lead compliance monitoring activities for CFFR, NCA ECC, PDPL, ISO 27001, and PCI-DSS — producing gap analyses, treatment plans, and periodic compliance status reports.
Manage internal and external audit cycles — coordinating evidence collection, reviewing evidence quality, engaging with auditors, and tracking remediation to closure.
Design and deliver the security awareness programme — producing targeted content for different staff segments, conducting awareness sessions, and analysing effectiveness metrics.
Develop and maintain GRC programme metrics dashboards, ensuring KPIs and KRIs are accurately measured and presented to senior management on schedule.
Lead the integration of information security requirements into third-party contracts, procurement processes, and major project onboarding.
Contribute to the development of the information security programme strategy, identifying capability improvement opportunities and recommending investment priorities to the Lead.
Cross-Functional Collaboration & Knowledge Leadership
Serve as the primary GRC point of contact for assigned business and technology teams — providing expert guidance on security requirements, risk treatment, and compliance obligations.
Lead information classification and security requirements reviews for significant IT, product, and business projects.
Contribute to the GRC knowledge base — developing reusable templates, guidance documents, and training materials for internal use.
Represent the GRC function in cross-functional working groups, project steering committees, and regulatory workstreams.
Perform additional responsibilities as assigned by management.
Skills, Knowledge and Expertise
Bachelor's degree in Information Technology, Computer Science, Software Engineering, Cybersecurity, Risk Management, or a related field.
A Master's degree in Information Security, Risk Management, or Business Administration is an advantage.
3–5 years of progressive professional experience in information security governance, risk management, or compliance. Demonstrable experience independently leading risk assessment cycles, regulatory compliance programmes, or audit coordination activities.
In-depth knowledge of the
CFFR framework
is required.
Experience in a regulated Fintech or banking environment is strongly preferred.
Benefits
We have an inclusive company culture, embracing diversity, integrity and transparency. We strive for work-life balance and cherish the moments you spend with your loved ones, off-work. In the same spirit as for our product, we are caring and nurturing for our employees.
Our people are granted 100% trust and freedom to apply their own vision and come up with their ideas from day 1 at Tabby. You are the one who takes responsibility for your area of work. We encourage everyone to think and make decisions like Tabby was their own business, well because it is. Our employee stock options programme is available for everyone.
You will have an opportunity to learn and grow in one of the fastest growing fintech companies in the region
We offer you relocation support as well as we guide you through all the process.
We’ll set you up with the devices required for your work.
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: Dominican Republic
We are seeking a proactive and relationship-driven Client Relationship Manager to serve as the primary point of contact for our clients, ensuring exceptional service, client satisfaction, retention, and growth. The ideal candidate is highly organized, professional, and experienced in managing client relationships in a fast-paced environment. This position is initially part time, with the potential to transition into a full-time role based on performance and business needs.
This position reports directly to the Director of Operations and the Chief Operations Officer (COO) and works closely with the Virtual Assistant Manager and other members of the Client Relationship Team. Experience in Business Development, Account Management, Staffing, Healthcare, or BPO services is highly preferred and will be considered a strong advantage.
Key Responsibilities:
• Serve as the primary liaison between clients and ACVA.
• Conduct regular client check-ins to ensure satisfaction and identify opportunities for improvement.
• Build and maintain strong, long-term relationships with clients.
• Address client concerns, questions, and escalations promptly and professionally. • Monitor client satisfaction and implement retention strategies.
• Coordinate with internal teams to ensure client expectations are met.
• Prepare and deliver client reports, updates, and performance reviews.
Account Growth & Business Development
• Identify opportunities to expand services within existing client accounts.
• Support business development initiatives through relationship building and networking.
• Participate in client discovery calls and needs assessments.
• Assist in preparing proposals, presentations, and service recommendations.
• Collaborate with leadership to develop strategies for client retention and growth.
• Generate referrals and identify potential new business opportunities.
Team Coordination
• Work closely with Operations, Recruitment, and Virtual Assistant teams.
• Ensure smooth onboarding of new clients and successful placement of Virtual Assistants.
• Monitor client feedback and communicate improvement opportunities internally.
• Follow up on action items and ensure timely resolution of client requests.
Qualifications Required
• 3+ years of experience in Client Relations, Account Management, Customer Success, or a similar role.
• Excellent verbal and written English communication skills.
• Strong organizational and time-management abilities.
• Ability to manage multiple clients and priorities simultaneously. • Strong problem-solving and conflict-resolution skills.
• Proficiency with CRM systems, Microsoft Office, Google Workspace, and communication platforms.
• Bilingual English and Spanish skills are desirable.
• Must be able to successfully pass a background check.
• Must provide reliable professional references.
•Strong ability to collaborate with cross-functional teams in a remote work environment.
Preferred
• Experience in Business Development or Sales.
• Experience working with staffing agencies, healthcare organizations, virtual assistant companies, or BPO environments.
• Experience managing remote teams.
• Knowledge of client retention and account growth strategies.
Key Competencies
• Relationship Building • Customer Service Excellence • Business Development Mindset • Communication Skills • Accountability • Attention to Detail • Strategic Thinking • Follow-Up and Execution • Professionalism
Compensation
• Competitive compensation based on experience.
• Remote work environment.
• Opportunities for growth and advancement within the organization.
Location: Mexico
We are seeking a proactive and relationship-driven Client Relationship Manager to serve as the primary point of contact for our clients, ensuring exceptional service, client satisfaction, retention, and growth. The ideal candidate is highly organized, professional, and experienced in managing client relationships in a fast-paced environment. This position is initially part time, with the potential to transition into a full-time role based on performance and business needs.
This position reports directly to the Director of Operations and the Chief Operations Officer (COO) and works closely with the Virtual Assistant Manager and other members of the Client Relationship Team. Experience in Business Development, Account Management, Staffing, Healthcare, or BPO services is highly preferred and will be considered a strong advantage.
Key Responsibilities:
• Serve as the primary liaison between clients and ACVA.
• Conduct regular client check-ins to ensure satisfaction and identify opportunities for improvement.
• Build and maintain strong, long-term relationships with clients.
• Address client concerns, questions, and escalations promptly and professionally. • Monitor client satisfaction and implement retention strategies.
• Coordinate with internal teams to ensure client expectations are met.
• Prepare and deliver client reports, updates, and performance reviews.
Account Growth & Business Development
• Identify opportunities to expand services within existing client accounts.
• Support business development initiatives through relationship building and networking.
• Participate in client discovery calls and needs assessments.
• Assist in preparing proposals, presentations, and service recommendations.
• Collaborate with leadership to develop strategies for client retention and growth.
• Generate referrals and identify potential new business opportunities.
Team Coordination
• Work closely with Operations, Recruitment, and Virtual Assistant teams.
• Ensure smooth onboarding of new clients and successful placement of Virtual Assistants.
• Monitor client feedback and communicate improvement opportunities internally.
• Follow up on action items and ensure timely resolution of client requests.
Qualifications Required
• 3+ years of experience in Client Relations, Account Management, Customer Success, or a similar role.
• Excellent verbal and written English communication skills.
• Strong organizational and time-management abilities.
• Ability to manage multiple clients and priorities simultaneously. • Strong problem-solving and conflict-resolution skills.
• Proficiency with CRM systems, Microsoft Office, Google Workspace, and communication platforms.
• Bilingual English and Spanish skills are desirable.
• Must be able to successfully pass a background check.
• Must provide reliable professional references.
•Strong ability to collaborate with cross-functional teams in a remote work environment.
Preferred
• Experience in Business Development or Sales.
• Experience working with staffing agencies, healthcare organizations, virtual assistant companies, or BPO environments.
• Experience managing remote teams.
• Knowledge of client retention and account growth strategies.
Key Competencies
• Relationship Building • Customer Service Excellence • Business Development Mindset • Communication Skills • Accountability • Attention to Detail • Strategic Thinking • Follow-Up and Execution • Professionalism
Compensation
• Competitive compensation based on experience.
• Remote work environment.
• Opportunities for growth and advancement within the organization.
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.
United States
seniorUnited States
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