Patient Recruitment Associate

Charter Research, LLC; Orlando (FL); On-site; USD 42,000 - 63,000; Full time

Job summary

Charter Research is a clinical research company with presence in Florida and Illinois, proudly based in Orlando, FL. The Patient Recruitment Associate will engage potential participants by phone and in person, explain study opportunities, and schedule prescreen or screening appointments to move research forward.

Responsibilities include maintaining knowledge of active and upcoming trials, applying sales techniques, and ensuring accurate data entry across Zoho, CRIO, and vendor portals.

Qualifications

• Fluent in Spanish (spoken and written).
• Experience in sales or customer service is preferred.
• Strong communication and data-entry skills are essential.

Responsibilities

• Build relationships with potential study participants and schedule appointments.
• Screen and match participants to appropriate trials based on study requirements.
• Maintain accurate documentation and data quality in recruitment systems.
• Help drive enrollment and support site recruitment goals.

Skills

Fluent Spanish

Sales experience

Customer service oriented

Job description

Charter Research is a highly experienced and quickly growing clinical research company, based inFlorida and Illinois, that is looking to add to our team to help us fulfill our mission of discovering future medicines. Our company is privately owned and prides itself on providing exceptional patient experience to our participants, as well as offering agile recruitment strategies to our sponsors. Above all, we are a team, and we are seeking the right team member to add to our foundation in Orlando, FL.

POSITION OVERVIEW

The Patient Recruitment Associate is responsible for the recruitment of study participants into clinical research studies. This position requires broad knowledge of the company’s current clinical research studies, application of sales and persuasion principles, and dedication to phone screening and scheduling to move research forward.

RESPONSIBILITIES

1. Build relationships and provide an exceptional participant experience.

• Engage potential research participants by phone and in person to explain clinical research opportunities, answer questions, and schedule prescreen or screening appointments.
• Build trust and rapport through warm, respectful, and personalized interactions that help participants feel heard, valued, and supported.
• Listen actively to understand participant needs and concerns, tailoring conversations and follow-up to address individual questions and goals.
• Demonstrate a consistent commitment to service excellence and patient-centered care in every interaction, helping create an exceptional participant experience.

2. Match potential participants with the right clinical trial.

a. Develop and maintain a fluent working knowledge of actively enrolling and upcoming clinical trials, including relevant diagnoses, study requirements, and medical terminology.

b. Conduct phone and in-person screening activities to identify participant diagnoses and relevant inclusion and exclusion factors.

c. Match prospective participants with appropriate current or upcoming studies based on their needs and preliminary eligibility.

d. Apply strong sales and persuasion principles, including effective communication, active listening, objection handling, and meaningful participant engagement to communicate the value of clinical research and successfully convert qualified inquiries into scheduled appointments.

3. Deliver exceptional data quality and expand study awareness.

a. Keep source documentation accurate, complete, and current in accordance with ALCOA-C standards, including documentation in Zoho, CRIO, and recruitment vendor portals.

b. Participate in community outreach programs as needed and provide input into marketing and advertising processes to support recruitment goals.

4. Drive enrollment volume and support site goals.

a. Take ownership of participant inquiries from initial outreach through Completed Screen (the handoff point to the Clinic Team), ensuring all contact attempts, follow-up activities, status updates, and next steps are completed accurately and within established guidelines.

b. Maintain a strong sense of urgency and accountability to schedule patient appointments and meet screening goals.

c. Maintain a “One Team” approach to trial success. To maintain healthy patient flow and ensure the success of all trials, team members may be temporarily reassigned to patient engagement or clinic responsibilities, as appropriate. This flexibility is essential to meeting our contractual obligations and ensuring a seamless experience for all trial participants.

KNOWLEDGE, SKILLS, AND ABILITIES

• Able to think broadly and maintain a robust, fluent knowledge of all actively enrolling and upcoming clinical trials.
• Outstanding interpersonal, customer service, and communication skills paired with a consistently friendly and professional demeanor.
• Strong understanding of sales and persuasion techniques, and the ability to apply them with good outcomes.
• Sharp attention to detail with a commitment to accurate, complete, and timely data collection and documentation.
• Proven ability to work seamlessly both as an independent self-starter and as a collaborative, supportive team member.
• A strong work ethic, characterized by high self-motivation, accountability, and a healthy sense of urgency.

QUALIFICATIONS

Language

Must be fluent in Spanish, both spoken and written (Orlando, FL location only).

Education & Experience

• Previous experience in sales, customer service, and/or hospitality preferred.

PHYSICAL REQUIREMENTS

• Prolonged periods of sitting at a desk and working on a computer.

Charter Research provides equal employment opportunity (EEO) to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, genetic information, marital status, ancestry, protected veteran status, or any other characteristic protected by applicable federal, state, and local laws.