Medical Operations Coordinator

The Expert Institute; Milwaukee (WI); On-site; USD 45,000 - 60,000; Full time

Job summary

The Expert Institute is seeking a strategic, detail-oriented Medical Operations Coordinator in Milwaukee. You will support administrative operations, streamline medical record workflows, and track key case metrics to ensure data is organized, verified, and ready for clinical and legal use.

You will develop training resources and maintain internal documents, helping the medical team operate efficiently in a fast-paced environment. Strong communication and initiative are essential for success.

Qualifications

• Familiar with cloud storage systems (Google Drive, SharePoint, or similar).
• Experience using screen recording tools (Loom, Camtasia, Zoom) to create instructional content.
• Proficiency in Microsoft Office and Google Workspace and electronic record/CRM systems.
• Excellent written and verbal communication for professional outreach.
• Strong attention to detail and time-management with ability to monitor deadlines.

Responsibilities

• Medical Records & Case Workflow Management: Retrieve medical records and monitor daily/weekly reports to ensure smooth flow.
• Information & Resource Management: Maintain team drive with up-to-date references, templates, and documents; refresh external collateral.
• Training & Process Documentation: Create training guides and record video walkthroughs to support onboarding and standard procedures.

Skills

Cloud storage

Screen recording tools

Microsoft Office / Google Workspace

Written and verbal communication

Time management

HIPAA understanding

Job description

# Medical Operations CoordinatorApply* Milwaukee* Full-time* Customer Service## Company DescriptionAt Expert Institute, we’re building the smarter future of legal technology. Through our cloud-based expert service platform, Expert iQ, we empower attorneys with the expertise they need to win.We’re proud to call some of the nation’s most prominent law firms as clients. Together with our network of over 3 million subject-matter experts, we’ve had a hand in securing over $20 billion in recovered value while working across recent civil rights, Big Tech, and major league sports-related litigation.We’re making this all happen through a SaaS-enabled model: our team is the fuel helping the expert engine run. We’re a team of researchers, medical doctors, client advocates, business development leaders, and technologists. As we roll out new Expert iQ features, expand our client base, and onboard new experts, we’re always looking for growth-minded individuals to join the team.## Job DescriptionExpert Institute is looking for a strategic lateral thinker and detail-oriented Coordinator of Medical Research Operations. In this role, you will play a critical part in supporting administrative operations, streamlining medical record workflows, maintaining crucial team resources, and tracking key case metrics. The ideal candidate thrives in a fast-paced environment, excels at clear communication, and takes initiative in documenting processes to help our team run smoothly. Ultimately, this role is vital in ensuring that all medical data is organized, verified, and ready for high-level clinical and/or legal use.**What you’ll do:** Medical Records & Case Workflow Management ● Record Retrieval & Tracking: Acquire medical records/imaging promptly. ● Process Monitoring: Monitor daily and weekly operational reports to ensure records are moving efficiently through the pipeline and flag potential bottlenecks.Information & Resource Management ● Team Info Drive Maintenance (Internal): Maintain, organize, and update the medical team’s shared cloud drive to ensure all reference materials, templates, and documents are current and easy to navigate. ● Pamphlet & Collateral Updates (External): Regularly review and update medical team pamphlets, informational handouts, and external collateral to reflect current services and compliance standards.Training & Process Documentation ○ Guide & Video Creation: Develop comprehensive, easy-to-follow training guides for administrative workflows. ○ Visual Documentation: Record engaging video walkthroughs (e.g., via Loom or screen capture software) to supplement written manuals and assist with onboarding new team members.## Qualifications* ● Familiarity with cloud storage systems (Google Drive, SharePoint, or similar). ● Experience using screen recording tools (Loom, Camtasia, Zoom) to create instructional content. ● Proficiency in Microsoft Office / Google Workspace and electronic record/CRM systems. ● Excellent written and verbal communication skills for professional outreach ● Superior attention to detail and strong time-management skills with a track record of monitoring deadlines and multitasking. ● Basic understanding of HIPAA regulations and patient data privacy standards.## Additional InformationAll your information will be kept confidential according to EEO guidelines.