Responsibilities

• Screener Architecture & Production: Design, build, and maintain advanced qualification screeners and intake forms in SurveySparrow as the primary screener platform, with Gravity Forms and WordPress as the supporting web front-end stack.
• Develop dynamic screener experiences using conditional logic, branching, scoring, hidden fields, and workflow triggers that translate protocol eligibility criteria into a patient-friendly digital flow.
• Lead the architectural shift from study-specific screeners to a consolidated mega-screener model, combining back-end eligibility logic to maximize funnel pull-through across indications.
• Optimize screener experiences for lead quality, completion rates, and operational usability — including A/B and multivariate testing on copy, form fields, and flow.
• Own end-to-end screener production as a named workstream — including the operational discipline of moving new studies from protocol availability to live screener in production.
• Ensure screener data integrates seamlessly into CRM, call center workflows, and reporting systems with clean handoffs and no manual reconciliation.
• CRM, Marketing Cloud, and Sales Engagement: Operate the Marketing Cloud Engagement (MCE) platform as the orchestration layer for patient communication — journeys, segmentation, SMS, email, and dynamic content.
• Operate Salesforce Sales Engagement for cadence management, outbound recruitment workflows, and the operational discipline of call center activity tracking.
• Design, build, and optimize CRM workflows across Quickbase and Salesforce Health Cloud to support patient recruitment, lead intake, routing, lifecycle tracking, deduplication, and follow-up management.
• Serve as hands-on technical owner of the Quickbase environment — including apps, tables, relationships, formulas, roles, and Pipelines.

Requirements

• Bachelor's degree in Marketing, Computer Science, Information Systems, Business, or a related field required, or equivalent professional experience. Advanced degree preferred.
• Eight or more years of experience in marketing operations, CRM management, digital systems, or lead management infrastructure, with demonstrated hands-on ownership of a patient acquisition or comparable demand-generation stack.
• Advanced experience building qualification workflows and survey screeners using SurveySparrow or comparable platforms — including conditional logic, branching, scoring, and integration with downstream CRM.
• Experience building and managing CRM ecosystems and automation workflows in Quickbase, Salesforce, or both — including Health Cloud, Marketing Cloud Engagement, and Sales Engagement.
• Direct experience operating a contact center and telephony platform — Vonage preferred; Five9, Genesys, or comparable acceptable.
• Hands-on experience with Quickbase (apps, Pipelines, formulas, Advanced Query), Zapier, SurveySparrow, WordPress / Gravity Forms, GA4, and related systems.
• Working proficiency with Salesforce (reports, flows, custom objects, SOQL) sufficient to debug end-to-end data flow.
• Healthcare, clinical research, or other regulated industry experience preferred — including HIPAA, CTIA / SMS compliance, and TCPA awareness.
• Prior experience as a hands-on player-coach in a marketing technology or digital operations function — comfortable building directly while also setting standards and direction.
• Strong knowledge of conditional logic, branching workflows, data collection strategy, and screener / survey optimization.

Preferred

• Advanced degree preferred.
• Healthcare, clinical research, or other regulated industry experience preferred — including HIPAA, CTIA / SMS compliance, and TCPA awareness.

Benefits

• Health, dental, and vision insurance plans, 401(k) with a 100% employer match on the first 4% of employee contributions, tuition reimbursement, parental leave, employee referral program, employee assistance program, life insurance, disability insurance, and a generous PTO plan covering vacation, sick, personal days and 8 paid holidays.