Site System Associate I

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.