Advarra

Customer Success Manager

• Monitor and action client requests pertaining to the maintenance and optimization of their study-specific SC platforms and overall SC experience
• Work to resolve all client requests in a timely manner, continually keeping the client informed throughout the resolution process
• Be an expert in how to manage and resolve different query types
• Be an expert in using the essential Live Study toolset – Zendesk, JIRA, Salesforce, Business Intelligence Analytics (Tableau), Pendo reports
• Collaborate with team mates to best resolve new or complex client requests, updating the Live Study knowledgebase as appropriate
• Work with team mates to continually improve our ability to optimize the client experience e.g. maintaining knowledge articles, improving response process, improving the Live Study toolset
• Be an expert in the features and functionality of the SC platform from the perspectives of the three core stakeholder groups – study teams, site staff, and patients
• Communicate with clients promptly, professionally, and cordially.
• Encourage an environment where clients “get to know” the team
• Strive to achieve and exceed Live Study SLAs
• Prepare and distribute monthly Study Review reports and quarterly Account Review reports
• Present to clients at handover calls, from Implementation to Live Study
• Host ad-hoc client meetings to assist clients with troubleshooting, inquiries, and issue resolution

Client Success Associate

• Monitor and action client requests pertaining to the maintenance and optimization of their study-specific SC platforms and overall SC experience
• Work to resolve all client requests in a timely manner, continually keeping the client informed throughout the resolution process
• Be an expert in how to manage and resolve different query types
• Be an expert in using the essential Live Study toolset – Zendesk, JIRA, Salesforce, Business Intelligence Analytics (Tableau), Pendo reports
• Collaborate with team mates to best resolve new or complex client requests, updating the Live Study knowledgebase as appropriate
• Work with team mates to continually improve our ability to optimize the client experience e.g. maintaining knowledge articles, improving response process, improving the Live Study toolset
• Be an expert in the features and functionality of the SC platform from the perspectives of the three core stakeholder groups – study teams, site staff, and patients
• Communicate with clients promptly, professionally, and cordially. Encourage an environment where clients “get to know” the team
• Strive to achieve and exceed Live Study SLAs
• Prepare and distribute monthly Study Review reports and quarterly Account Review reports
• Present to clients at handover calls, from Implementation to Live Study
• Host ad-hoc client meetings to assist clients with troubleshooting, inquiries, and issue resolution

Learning and Development

• Define and lead a forward-looking enterprise learning and capability strategy aligned to Advarra's values, growth, innovation, and regulatory priorities.
• Serve as a strategic advisor to the CHRO and Executive Leadership Team, shaping workforce readiness, transformation initiatives, and future skills planning.
• Translate business strategy into enterprise capability roadmaps, ensuring the organization is equipped to scale and compete.
• Establish a holistic capability development framework, integrating leadership development, technical training, and professional growth pathways.
• Drive enterprise leadership development strategy, including executive development, succession readiness, and high-potential programs.
• Lead initiatives that strengthen organizational effectiveness, culture, and performance through learning.
• Chair the Enterprise Learning Council, setting governance, prioritization, and investment decisions across all business units.
• Own, simplify and evolve the enterprise learning ecosystem, including LMS and emerging learning technologies (AI-enabled learning, skills platforms, etc.).
• Provide executive oversight for compliance and regulatory training strategy, ensuring alignment with legal, quality, and industry standards.
• Define and implement enterprise KPIs tied to business outcomes, including performance, productivity, compliance, and revenue enablement.
• Lead and develop a high-performing, enterprise L&D organization, including the Center of Excellence (CoE).

VP, Learning & Development

Product Marketing

• responsible for setting the strategic vision and leading the execution of all product marketing initiatives
• drives the creation of compelling, differentiated narratives that build brand authority, increase awareness, and scale demand generation and pipeline growth
• partners closely with product, sales, and customer success to accelerate deal cycles, improve win rates, and drive revenue
• own the company’s marketecture and solution packaging by analyzing customer needs, usage patterns, industry trends, and the competitive landscape
• conduct market research and competitive analysis, and gather customer insights to identify market opportunities, trends, and customer insights
• oversee the creation of high-quality content to market the company’s products and services
• closely collaborate with product management to influence product roadmaps and ensure timely release planning
• equip the sales team with the necessary tools, resources, and training to effectively sell
• serve as the voice of the customer within the organization
• own the analyst relations program, building relationships with key analysts

VP, Product Marketing

Manager

• Owns client proposal development in collaboration with Commercial Sales Account Executives
• Coordinates cross-functionally within Commercial Sales and with various Advarra SMEs in the development of proposals, vendor assessments, and other requested documents
• Ensures compliance with requirements specified in RFPs and vendor assessment requests
• Customizes, proofreads, edits, and ensures accuracy of the final proposal/questionnaire document
• Completes all required forms and obtains all necessary signatures
• Manages the coordination and timeline for completion of the RFP or questionnaire
• Maintains their project documentation including proposal/questionnaire, attachments, communications, etc.
• Maintains and updates proposal boilerplate, current corporate information, location profiles, resumes, bios, customer references and templates as needed

Proposals Manager

Client Services Representative

• Providing exemplary client service
• Main point of client contact for designated pharmaceutical companies, CROs, and academic medical centers
• Facilitate IRB review and translate IRB decisions to clients
• Manage the day-to-day relationship for assigned top tier accounts
• Review Protocol/site submissions
• Execute client customizations; process change requests
• Manage vendor relations and documentation for foreign language translations
• Collaborate with the quality assurance team to ensure minimal error rates
• Respond to customers within 24 hours of inquiry
• Escalate customer or timeline issues to management
• Attend conferences and workshops

Senior Coordinator, Client Services

• Provide exemplary client service as the main point of contact for designated companies
• Manage the day-to-day relationship for assigned top tier accounts
• Review Protocol/site submissions and understand documentation
• Manage vendor relations and documentation for translations
• Complete work in a timely manner, escalating any customer issues
• Assist with process improvement initiatives and attend conferences

Financial Planning and Analysis

• Support client reporting requirements, including preparing protocol budget estimates and actual client spend schedules
• Assist with the financial system setup for new customers, contract awards and pricing schedules
• Prepare IRB invoices, review invoices for accuracy, distribute invoices, and perform other similar processes associated with the invoice-to-payments cycle
• Prepare journal entries and updating of periodic financial close schedules
• Respond to both internal business partner and external client inquiries
• Preparation of periodic KPIs for management
• Peer review of work performed by junior team members
• Create ad hoc reporting as needed
• Maintain databases to ensure data is up to date and accurate

Financial Analyst

• Support client reporting requirements, including preparing protocol budget estimates and actual client spend schedules
• Assist with the financial system setup for new customers, contract awards, and pricing schedules
• Prepare IRB invoices, review invoices for accuracy, distribute invoices, and perform other similar processes associated with the invoice-to-payments cycle
• Prepare journal entries and updating of periodic financial close schedules
• Respond to both internal business partner and external client inquiries
• Preparation of periodic KPIs for management
• Peer review of work performed by junior team members
• Create ad hoc reporting as needed
• Assist with acquisition related activities
• Maintain databases to ensure data is up to date and accurate
• Monitor shared mailbox; respond to invoice inquiries, credit memo requests, and fee schedule requests, etc.

Project Manager

• Orchestrate and drive the successful and timely completion of tasks to achieve customer organizational goals
• Work with the customer to understand their current state processes, goals, and priorities in order to provide implementation strategy, scope, rollout, and staffing recommendations
• Communicate effectively and build strong relationships with all project stakeholders
• Review and monitor project work to ensure forward progress is made and work is completed on time and within budget
• Identify, monitor, and communicate project-related risks or issues
• Facilitate, coordinate, and arbitrate cross-functional discussions and decisions
• Lead onsite and offsite meetings and training events
• Drive data migration activities
• Share and encourage others to share and use the lessons learned

Director

• Responsible for selling specific Advarra services that address unique business challenges.
• Collaborate and work with commercial and operational colleagues to grow DMC services.
• Develop and expand relationships with key DMC stakeholders at clients.
• Lead DMC opportunities, collaborating on discovery calls, solution development, pricing, proposal development, bid defense meetings, and contracting.
• Stay current on new market and competitive developments in DMC, and communicate with commercial colleagues.
• Prospect for new business through traditional sales activities such as email outreach, cold calling, conference attendance, etc.
• Utilize Salesforce to manage accounts, opportunities, contacts and all corresponding activities and communications.
• Partner with internal teams to ensure successful implementation of solutions sold and ensure client satisfaction.

Strategic Services Director – DMC

• Selling specific Advarra services that address business challenges within the clinical trial business process
• Collaborate with colleagues to grow DMC services
• Develop and expand relationships with key stakeholders at clients
• Lead DMC opportunities and collaborate on discovery calls, solutions development, pricing, and proposals
• Utilize Salesforce to manage accounts and ensure client satisfaction

General Counsel

• Shape and implement legal strategy aligned with corporate objectives
• Lead and structure complex, high-value, and enterprise-critical transactions that influence company strategy and market positioning
• Anticipate and identify legal trends and provide strategic, business-oriented recommendations to senior leadership to proactively position the company
• Lead high-impact initiatives such as M&A, new market entry, or major partnerships
• Provide day-to-day product and business counseling for Advarra’s product team
• Negotiate and provide ongoing legal support for strategic partnerships and collaborations
• Provide ongoing legal support for the human resources team
• Assist with litigation, investigations, and other special projects as needed
• Coordinate with internal and external subject matter experts, including external counsel, when needed
• Drive the contracting process and serve as point of contact for internal stakeholders and customers
• Draft and negotiate a variety of contracts, including master agreements (containing SaaS subscription terms), data privacy agreements, statements of work, software user agreements, business associate agreements, and consulting services arrangements
• Respond to inquiries regarding contract interpretation and compliance
• Introduce new methodologies or tools to build and institutionalize scalable legal operational excellence
• Serve as a recognized subject matter expert and establish good working relationships with internal clients, based on mutual trust and respect, as well as knowledge of the company’s business, needs, and goals
• Mentor and provide guidance to junior attorneys and legal professionals to develop capability across the legal function
• Other duties as assigned

Senior Counsel

Implementation Specialist

• Master complex software applications, integrations and reports and their use within the clinical research industry
• Work with new customers to fully understand their current business processes and workflows while assisting with the implementation of technological solutions
• Map current state workflows into new, future state application workflows using process flow charting
• Develop and utilize use cases to analyze, define and document business requirements and application scenarios
• Provide guidance to internal stakeholders on customer enhancement requests
• Coordinate with other internal teams as necessary, to develop Statements of Work (SOWs) required to support new and implementing customers
• Assist in the completion of technical RFP questions for prospective customers
• Build a strong relationship with the customer project team to help ensure the success of the implementation
• Provide guidance to customers on best practices for integrating Advarra technology solutions into their research operations environment
• Work closely with the implementation project manager to ensure on-time delivery of all milestones
• Perform other job-related duties as assigned.

Application Implementation Specialist

• shape and implement legal strategy aligned with corporate objectives
• lead and structure complex, high-value, and enterprise-critical transactions
• anticipate and identify legal trends and provide strategic recommendations
• lead high-impact initiatives such as M&A, new market entry, or major partnerships
• negotiate and provide ongoing legal support for strategic partnerships and collaborations