Physician Referral Coordinator

Charter Research, LLC; Orlando (FL); On-site; USD 42,000 - 66,000; Full time

Job summary

Charter Research, LLC in Orlando, FL is seeking a Physician Referral Coordinator to drive trial enrollment by serving as the liaison between community providers and the research team. The role requires knowledge of current studies, medical terminology, and a strong emphasis on phone screening and scheduling to advance research goals.

You will build relationships with participants, pre-screen candidates, match them to suitable trials, and manage referrals while maintaining ALCOA-C compliant

Qualifications

• Must be fluent in Spanish, both spoken and written (Orlando, FL location only).
• Outstanding interpersonal, customer service, and communication skills.
• Strong understanding and application of sales and persuasion techniques.

Responsibilities

• Build relationships and provide an exceptional participant experience.
• Engage potential research participants by phone and in person to explain opportunities and schedule prescreen or screening appointments.
• Match prospective participants with appropriate current or upcoming studies based on eligibility.
• Apply sales principles, including effective communication and follow-up to convert inquiries into appointments.
• Manage incoming physician referrals with timely outreach and appointment scheduling.
• Keep documentation accurate in Zoho, CRIO, and recruitment vendor portals.

Skills

Spanish

Interpersonal skills

Communication

Sales principles

Attention to detail

Education

Experience in clinical research, customer service, sales, or hospitality preferred

Job description

Charter Research is a highly experienced and quickly growing clinical research company, based inFloridaandIllinois, 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 inOrlando.

POSITION OVERVIEW

The Physician Referral Coordinator drives clinical trial enrollment by serving as the primary liaison between partnered community providers and the clinical research team. This position requires broad knowledge of the company’s current clinical research studies, application of sales and persuasion principles, familiarity with medical terminology, and dedication to phone screening and scheduling to move research forward.

RESPONSIBILITIES

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 in-person 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.

e.Act as dedicated guide for referred patients, providing timely outreach and empathetic, personalized support to ensure a seamless transition into clinical research.

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 pre-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 principles, including effective communication, active listening, objection handling, consistent follow up, and meaningful participant engagement to communicate the value of clinical research and successfully convert qualified inquiries into scheduled appointments.

e.Manage incoming physician referrals through timely outreach, consistent follow-up, and appointment scheduling to maximize referral conversion and support study enrollment goals.

f.Generate and review patient lists from partnered healthcare providers’ Electronic Medical Records (EMRs) to identify prospective research participants based on study-specific eligibility criteria and support targeted recruitment efforts.

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.

c.Maintain accurate and timely documentation of physician referrals, patient interactions, prescreening outcomes, and recruitment activity in designated tracking systems.

d.Collaborate with the Physician Partnerships team to communicate referral outcomes, identify opportunities for improvement, and strengthen relationships with partnered healthcare providers.

4.Drive enrollment volume and support site goals.

a.Take ownership of participant inquiries and referrals from initial outreach through successful transition to the Clinical Research Liaisons and Completed Screen (the handoff point to the Clinic Team), ensuring required contact attempts, follow-up activities, status updates, and next steps are completed accurately and within established timelines.

b.Maintain a strong sense of urgency and accountability to meet established recruitment and scheduling 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 and application 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 clinical research, customer service, sales, and/or hospitality preferred.

PHYSICAL REQUIREMENTS

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift-up to 15 pounds at times.

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, anc estry, protected veteran status, or any other characteristic protected by applicable federal, state, and local laws.