Job Description: Patient Engagement Supervisor (Player-Coach)
Location: Remote
Position Type: Full-Time
Compensation: Base Salary + Incentive Structure
Position Overview
The Patient Engagement Supervisor is a hands-on operational leader responsible for supervising and actively participating in daily patient recruitment activities across our clinical research site network. This role functions as a true “player-coach,” balancing personal call production goals with oversight, coaching, and performance management of a team of Trial Placement Coordinators (TPCs).
The Patient Engagement team serves as the front line of patient recruitment for industry-sponsored Phase I-IV clinical trials across Gastroenterology, CNS, Cardiometabolic, Dermatology, General Medicine, and other therapeutic areas.
The ideal candidate has strong clinical research and/or healthcare call center leadership experience, thrives in a fast-paced, metrics-driven environment, and is comfortable both leading by example and directly contributing to recruitment performance through daily outreach activities.
This individual will play a critical role in driving patient engagement, improving conversion outcomes, supporting enrollment targets, and maintaining a positive patient experience throughout the recruitment process.
Key Responsibilities
Team Leadership & Coaching
- Supervise day-to-day operations of the Patient Engagement team, including inbound and outbound patient communications related to study interest, prescreening, follow-up, and appointment scheduling.
- Serve as a working supervisor by maintaining an individual call and conversion goal while leading the team.
- Monitor team productivity, call quality, responsiveness, and patient experience metrics.
- Provide real-time coaching, call feedback, and ongoing performance development to Trial Placement Coordinators.
- Foster a high-accountability, high-performance culture focused on recruitment outcomes and patient engagement quality.
- Assist with onboarding and training of new team members on call handling, prescreening workflows, objection handling, and study communication standards.
- Act as the escalation point for complex patient situations, scheduling issues, or challenging interactions.
Recruitment Operations
- Conduct high-volume inbound and outbound calls to prospective study participants using traditional recruitment methods, including lead follow-up, database outreach, referral follow-up, and re-engagement campaigns.
- Support patient recruitment efforts across multiple studies and therapeutic areas simultaneously.
- Ensure timely follow-up on patient inquiries and outbound outreach attempts to maximize engagement and conversion opportunities.
- Oversee patient movement through the recruitment funnel from initial contact through prescreening and scheduling.
- Maintain accurate documentation of patient interactions and recruitment activity within internal systems and recruitment platforms.
- Collaborate with Clinical Operations and study teams to ensure outreach aligns with protocol requirements and enrollment priorities.
Performance Management & Reporting
- Track and monitor individual and team KPIs, including:
- Outbound call volume
- Contact rates
- Prescreen conversion rates
- Appointment scheduling metrics
- Show rates
- Enrollment support metrics
- Analyze daily and weekly performance trends to identify opportunities for process improvement and coaching.
- Help implement workflows and operational improvements to increase efficiency and patient conversion outcomes.
- Provide recruitment performance updates and operational insights to leadership.
Cross-Functional Collaboration
- Partner with Marketing, Clinical Operations, and study teams to support recruitment initiatives and enrollment strategies.
- Assist with launch preparation for new studies, including workflow implementation, team readiness, and recruitment strategy execution.
- Ensure patient communications remain professional, compliant, empathetic, and aligned with study requirements.
Success in This Role Looks Like
- Trial Placement Coordinators are consistently meeting productivity and quality expectations.
- The supervisor successfully balances personal production goals with team leadership responsibilities.
- Patient inquiries and outreach efforts are handled promptly, professionally, and empathetically.
- Recruitment workflows operate efficiently and support study enrollment goals.
- Team conversion metrics, scheduling rates, and patient engagement outcomes improve over time.
- The Patient Engagement team maintains strong responsiveness and accountability in a fast-paced recruitment environment.
Qualifications
Required
- Bachelor’s degree preferred; equivalent relevant experience considered.
- 3-5+ years of healthcare call center experience required.
- 2+ years of experience supervising or leading call center teams in a metrics-driven environment.
- Experience managing high-volume inbound and outbound calling operations.
- Strong coaching and performance management skills with the ability to motivate and develop team members.
- Comfortable working in a player-coach environment with personal production expectations.
- Excellent communication, organization, and problem-solving skills.
- Strong attention to detail and ability to manage multiple priorities simultaneously.
Preferred
- Prior experience in clinical research, patient recruitment, healthcare operations, or clinical trials.
- Familiarity with patient prescreening workflows and recruitment metrics.
- Experience supporting multiple studies or therapeutic areas simultaneously.
- Experience working in environments without EMR-integrated recruitment workflows.