Clinical Trials Concierge

Flourish Research; Charlotte (NC); On-site; USD 37,195 - 42,705; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with employer match

Tuition reimbursement

Parental leave

Employee referral program

Life insurance

Disability insurance

Generous PTO

Job summary

Flourish Research is seeking a Research Concierge to support our Charlotte, NC site. This patient-facing role involves screening and engaging potential participants, coordinating prescreening visits, and educating patients about clinical research in a compassionate, non-coercive manner.

You will work with physicians and study teams, document interactions in Salesforce, and help maintain smooth referral flow while ensuring HIPAA compliance and accurate scheduling.

Qualifications

• High school diploma or equivalent required.
• 2+ years of experience in a patient-facing healthcare, community health, or clinical research setting.
• Ability to communicate complex medical or research information to lay audiences clearly and compassionately.
• Comfortable with electronic health record systems and digital scheduling tools.
• Strong organizational skills and attention to detail in documentation.
• Discretion and professionalism in handling PHI (HIPAA compliance).

Responsibilities

• Review CCC clinic schedules weekly to identify patients who may qualify for active or upcoming trials.
• Use EHR crawlers to data-mine the CCC patient database for qualifying diagnoses, medications, labs, and demographics.
• Produce a prioritized candidate list for physicians before each clinic day, with study and qualification rationale.
• Maintain and update a tracking log of patients identified, approached, and converted.
• Receive warm handoffs from physicians after introductions to potential study candidates.

Skills

Communication

Patient-facing experience

Discretion & professionalism

Education

High school diploma or equivalent

Tools

EMR data mining

Electronic health records (EHR)

Digital scheduling tools

Job description

Flourish Research is seeking a Research Concierge to support our Charlotte, NC site. This patient-facing role involves screening and engaging potential participants, coordinating prescreening visits, and educating patients about clinical research in a compassionate, non-coercive manner.

You will work with physicians and study teams, document interactions in Salesforce, and help maintain smooth referral flow while ensuring HIPAA compliance and accurate scheduling.