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Charter Research in Orlando, FL is seeking a Patient Recruitment Associate to enroll study participants. You will use phone and in-person outreach to explain studies, screen inquiries, and schedule prescreen or screening visits, with a strong emphasis on patient experience and service.
The role requires fluency in Spanish (spoken and written) and prior experience in sales, customer service, or hospitality. You will maintain accurate data in Zoho and CRIO and coordinate with recruitment vendors
Charter Research is a highly experienced and quickly growing clinical research company, based in Florida 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.
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.
1. Build relationships and provide an exceptional participant experience.
a. Engage potential research participants by phone and in person to explain clinical research opportunities, answer questions, and schedule prescreen or screening appointments.
b. Build trust and rapport through warm, respectful, and personalized interactions that help participants feel heard, valued, and supported.
c. Listen actively to understand participant needs and concerns, tailoring conversations and follow-up to address individual questions and goals.
d. 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.
Language
Must be fluent in Spanish, both spoken and written (Orlando, FL location only).
Education & Experience
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.