• Perform conflict-of-interest searches in Intapp Open database and other required sources for all new clients/matters, internal searches and updates • Perform conflict of interest checks and makes preliminary review of the results for lateral hires • Monitor the integrity of the system’s operations and ensure accuracy of data maintained in the system • Perform corporate family research • Maintain appropriate data in Intapp Open and Aderant • Maintain search logs for Intapp Open conflict searches • Perform other basic clerical duties as required

• Facilitate the management of global talent needs through the global mobility program. • Own individual work authorization, immigration, and relocation cases end-to-end. • Collaborate with stakeholders to ensure compliance with regulations. • Manage immigration and visa sponsorship cases using Envoy. • Coordinate relocations with PerchPeek ensuring they are on schedule and budget. • Maintain compliance across jurisdictions for global mobility programs. • Design and improve work authorization and relocation policies. • Shape visa sponsorship strategy with business leaders.

• Manage and execute tasks in line with company SOPs and agreed regulatory standards. • Accurate record keeping of all tasks (real-time updates to applicable trackers and maintenance of high-volume emails/site communications). • Able to follow study changes, re-prioritize assignments based on study needs, and work independently. • Responsible for mentoring junior study team members and overseeing their work output. • Support activities of Rater Services Managers with minimal oversight on assigned tasks. • Act as primary point of contact for sites/raters/CRO from study start-up through close-out. • Drive activities and ensures timely delivery of project tasks leading to the completion of client deliverables. • Direct communication with site level staff to provide operational support throughout the study lifecycle. • Management and delivery of phase I-III clinical trials. • Effectively manages, tracks, and communicates key project deliverables in a proactive manner to the study PM or sponsor or Rater Training Lead. • Assumes a Rater Training Lead role for small to medium size studies. • Coordinate consultant (LEAD) communications and scheduling.

Role Description We have an immediate opening for a New Patient Liaison to join our remote team at US Fertility. - Schedule: Monday through Friday, 7:30 AM to 4:30 PM - Compensation: $22.00 to 25.00 per hour (commensurate with experience) This role provides the opportunity to grow within a nationally respected organization while remaining closely connected to the patients and teams you support every day. In this role, the New Patient Liaison will: - Respond to inbound calls and digital inquiries from prospective patients seeking fertility services in a timely, professional, and compassionate manner. - Provide clear, accurate information regarding fertility services, scheduling processes, and next steps, while addressing patient questions with empathy and sensitivity. - Schedule new patient consultations accurately based on provider availability, patient needs, and established protocols. - Serve as a trusted guide for patients during their initial interaction, recognizing that many callers may be experiencing emotional stress or uncertainty. - Coordinate with clinical teams, practice staff, and leadership to ensure a smooth transition from initial contact to scheduled care, particularly when special circumstances or complex needs arise. - Accurately document all patient interactions, relevant details, and scheduling outcomes in designated systems to ensure continuity of care and data integrity. - Prepare reports and manage workflows for specialized patient populations, including oncology patients and partner-program participants with enhanced benefits. - Maintain compliance with HIPAA, patient privacy standards, and all organizational policies and procedures. - Participate in quality assurance activities, training, and coaching to continuously improve patient experience, communication skills, and operational accuracy. - Conduct timely and appropriate follow-up with patients as needed to support access to care and completion of scheduling. Qualifications - Associate or bachelor’s degree preferred. - Minimum of 3 to 5 years of experience in customer service, patient access, call center, or healthcare-related roles. - Demonstrated ability to communicate with empathy, professionalism, and clarity—especially in sensitive or emotional situations. - Strong active listening skills and the ability to explain information in a clear, supportive, and patient-centered manner. - Excellent verbal and written communication skills. - Strong attention to detail with the ability to accurately document information in multiple systems. - Ability to work independently while collaborating effectively within a team environment. - Experience in healthcare, patient scheduling, or fertility services is strongly preferred. - Bilingual skills are a plus. Requirements - Team members who are most successful at US Fertility embrace our mission, live our values, and remain committed to continuous improvement—for themselves, their colleagues, and the patients we serve. Benefits - Medical, dental, and vision insurance. - 401(k) with company match. - Tuition assistance and professional development support. - Performance-based bonus opportunities. - Generous paid time off, paid holidays, and paid parental leave. - Life and disability benefits. - Fertility Discount Program. - Employee wellness and recognition programs.