The Patient Concierge Associate is supporting patient travel and reimbursement services for clinical trials. This role provides administrative and operational support, working with internal teams and study stakeholders to coordinate daily activities, maintain documentation, and ensure smooth project execution.
Key Responsibilities
Monitor and manage shared mailbox; route requests to appropriate team members
Maintain trackers, documentation, and project records (SharePoint, Excel, etc.)
Support study setup activities, including documentation and onboarding tracking
Coordinate meetings, calendars, and prepare agendas and notes
Assist with vendor communication, documentation, and tracking
Maintain accurate records for projects, vendors, and study activities
Support reporting, presentations, and routine status updates
Assist with financial tracking, invoices, and budget documentation
Ensure documentation complies with SOPs and internal processes
Skills & Qualifications
Basic proficiency in MS Office (Excel, Word, Outlook, PowerPoint)
Solid organizational skills and attention to detail
Positive communication and teamwork abilities
Ability to manage multiple tasks and follow structured processes
Willingness to learn and grow
Experience & Education
Relevant years of administrative or coordination experience
Healthcare or clinical research exposure is a plus
Bachelor’s degree preferred