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.