Case Team Assistant

Health Advances; San Francisco, Northern (CA, KY); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Health Advances in Newton, MA is seeking a Case Team Assistant to support consultants on healthcare projects. The role includes sourcing, recruiting and scheduling interviews, managing vendor relations and maintaining internal systems, onsite 2 days per week, full-time at 45 hours weekly.

You will coordinate expert interviews, manage CRM data, track budgets, and assist with case presentations while collaborating with CTAs across cases to drive operational efficiencies.

Qualifications

• Life sciences degree or 1–2 years of healthcare/market research experience preferred.
• Experience with cold calls via telephone, email, LinkedIn or other channels.
• Experience with a CRM is preferred.

Responsibilities

• Source, recruit and schedule healthcare interviews domestically and internationally.
• Maintain and update CRM and recruiting systems.
• Manage project budgets and expenses tracking.
• Proofread case presentations.

Skills

Customer service

Communication

Teamwork

Time management

Education

Life sciences degree

Healthcare/market research experience

Tools

CRM

Microsoft Office

Job description

At Health Advances, we are always looking for highly motivated individuals with a passion for healthcare. Below are the opportunities in our offices in Boston, San Francisco, Switzerland, and Hong Kong.

Not seeing an opportunity right for you? Connect with our talent engagement team at [e-mail] with any questions you may have.

Health Advances is looking to hire a Case Team Assistant (CTA) for the Newton, MA office. Reporting to the Senior Director, Market Research Operations, CTAs support our consultants working on healthcare-related projects. Primary responsibilities include sourcing, recruiting and scheduling domestic and international interviews with healthcare specialists, managing vendor relations, maintaining and updating internal databases, monitoring primary research case budgets and expenses, and managing the administrative tasks associated with interviews, including proofreading case presentations.

• Case Team Support
  • Project Operations
    • Support project kickoff and closeout activities
    • Maintain project tracking tools and databases
    • Update and manage CRM and recruiting systems
    • Coordinate with vendors for recruiting, translation, transcription, and other research support services
    • Track and reconcile market research invoices and project expenses
    • Communicate proactively and regularly with team on status of primary research program, tasks assigned
    • Support case teams with project logistics and administrative requirements
    • Contribute to process improvement initiatives and operational efficiencies within the primary research program
  • Primary Research and Expert Recruiting
    • Coordinate and manage expert interview programs from expert identification, sourcing, communication, scheduling and payments
      • Mine and maintain internal database and external resources for experts as needed
      • Send interview request letters and manage outreach programs
      • Schedule and coordinate interviews
      • Manage interview logistics, including compliance documentation
      • Coordinate with Case Administrative Assistant on W-9s and follow-up as needed
      • Add, update, and maintain expert and interview information in CRM system
      • Update and maintain recruiting status for primary research program
      • Coordinate expert payments and ensure interview records are accurately maintained, including status of interviews and payments sent
      • Make cold calls to assist in sourcing experts through telephone, email, LinkedIn, and other channels
      • Assist with outside vendors for recruiting, interpreters and translations as needed
  • Presentations/documents
    • Proofread case presentations
• Work closely with other CTAs, especially when additional coverage is required on cases
• Ad hoc projects, as assigned

Qualifications

Education & Experience

• Life sciences degree or 1-2 years of relevant healthcare, life sciences, market research, sales, telemarketing or research experience preferred
• Experience and/or willingness to make cold calls to assist in sourcing experts through telephone, email, LinkedIn, and other channels
• Experience with a CRM is preferred

Professional Skills

• Must be able to work in a collaborative and supportive team environment
• Strong customer service orientation and demonstrated ability to exercise creativity in resolving customers’ information needs
• Excellent communication (both oral and written), time management, organization, and teamwork skills
• Demonstrated problem-solving skills
• Attention to detail with the ability to multitask and deal gracefully with a fast-paced environment with speed and accuracy
• Aptitude to learn some technical language related to healthcare products
• Respect for confidentiality
• Proficient in Microsoft Office suite of products
• Genuine interest in healthcare and the firm’s mission
• Must reside in the Boston area and work onsite at the Newton, MA office ~2 days per week (subject to change)
• Full-time role at 45 hours per week

Health Advances offers a creative and stimulating work environment, a comprehensive compensation and benefits package, and a challenging career opportunity.

ADDITIONAL INFORMATION & COMPENSATION

What We Offer:

• Dynamic, Flexible, Hard Working, Team Environment – We are busy, collaborative, growing, and we are doing meaningful work
• Opportunities – We encourage you to grow your expertise and take on new challenges
• Inclusive culture – One that values each employee’s unique perspective and encourages everyone to be their authentic self
• Feedback – We are committed to giving and receiving feedback in a direct, open and supportive manner
• Support – You will be part of a team that cares about you personally and professionally; our success depends on your success

Health Advances also offers a broad and competitive range of benefits depending on your job classification eligibility.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The base pay range for this role is $65,000 USD. You are eligible for an annual incentive program (with a reasonable first year estimate ranging from $0-$3,900 USD). Both of these are subject to the rules governing the programs, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Health Advances may use third party service providers to assist us in recruiting talent, administering and evaluating pre-employment screening and testing. By submitting your application, you acknowledge your information may be sent to those providers who are assisting in the specific search and agree to these terms.

For Californian applicants, pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Health Advances provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.