The Site System Associate I will support the Finance and Clinical Systems team in maintaining and configuring study-related financial systems, ensuring accuracy in stipend setups, invoicing, and site communication. This entry-level role is ideal for a detail-oriented individual looking to develop a career in financial operations and system configuration within clinical research.
DUTIES & RESPONSIBILITIES
- Assist in configuring stipends and study setups in CRIO and related systems under supervision.
- Review and compare study documents (ICFs, contracts, and amendments) to identify financial or procedural discrepancies.
- Perform monthly CRIO invoice verification and assist with data validation across systems (CRIO and DASH Portal).
- Support stipend management processes including Clincard setup, patient fund tracking, and communication with sites.
- Send stipend confirmation emails to sites once configurations are completed.
- Update and maintain operational trackers (AMEX, Pre-screen, Lyft, and others).
- Respond to basic finance-related queries from the Accounts Receivable team and escalate when necessary.
- Collaborate with cross-functional teams (Finance, Site Operations, Clinical Systems) to ensure smooth financial workflows.
- Provide general administrative and system support to the Site System team
KNOWLEDGE & EXPERIENCE
Education:
- Bachelor’s degree in Finance, Business Administration, Information Systems, or related field.
Experience:
- 0–2 years of experience in finance operations, data management, or system administration (internship or entry-level experience acceptable).
Credentials:
- N/A
Knowledge and Skills:
- Strong attention to detail and ability to identify inconsistencies in financial or contractual data.
- Proficiency in Microsoft Excel; familiarity with CRIO, Clincard, or similar platforms is a plus.
- Good written and verbal communication skills.
- Ability to multitask, prioritize, and meet deadlines in a fast-paced environment.
- Eagerness to learn and grow into more advanced configuration and analytical tasks.
KPI & Success Metrics
- Accuracy in study and stipend configurations.
- Timely completion of assigned tasks and system updates.
- Ability to identify and escalate discrepancies in study documents or financial data.
- Responsiveness to finance and site support requests.
- Reliability in maintaining trackers and completing recurring operational tasks.
- Overall attention to detail, willingness to learn, and ability to work effectively with cross-functional teams.
Skills Required
- Bachelor's degree in Finance, Business Administration, Information Systems, or related field.
- 0-2 years experience in finance operations, data management, or system administration (internship acceptable).
- Proficiency in Microsoft Excel.
- Ability to identify inconsistencies in financial or contractual data (review ICFs, contracts, amendments).
- Strong attention to detail.
- Good written and verbal communication skills.
- Ability to multitask, prioritize, and meet deadlines in a fast-paced environment.
- Familiarity with CRIO, Clincard, or similar platforms.
What We Do
DM Clinical Research is a multi-therapeutic network of clinical trial investigator sites headquartered in Houston, Texas. Founded in 2006, the company connects patients with trusted physicians to conduct cutting-edge research focused on quality and compassion, aiming to deliver advanced, preventative medicine to underserved communities. They operate a national network of dedicated research centers and physician-embedded sites throughout the United States.
