Medical Operations Coordinator

At Expert Institute, we’re building the smarter future of legal technology. Through our cloud-based expert service platform, Expert iQ, we empower attorneys with the expertise they need to win. 

We’re proud to call some of the nation’s most prominent law firms as clients. Together with our network of over 3 million subject-matter experts, we’ve had a hand in securing over $20 billion in recovered value while working across recent civil rights, Big Tech, and major league sports-related litigation.

We’re making this all happen through a SaaS-enabled model: our team is the fuel helping the expert engine run. We’re a team of researchers, medical doctors, client advocates, business development leaders, and technologists. As we roll out new Expert iQ features, expand our client base, and onboard new experts, we’re always looking for growth-minded individuals to join the team.

Expert Institute is looking for a strategic lateral thinker and detail-oriented Coordinator
of Medical Research Operations. In this role, you will play a critical part in supporting
administrative operations, streamlining medical record workflows, maintaining crucial
team resources, and tracking key case metrics. The ideal candidate thrives in a
fast-paced environment, excels at clear communication, and takes initiative in
documenting processes to help our team run smoothly. Ultimately, this role is vital in
ensuring that all medical data is organized, verified, and ready for high-level clinical
and/or legal use.

What you’ll do:
Medical Records & Case Workflow Management
● Record Retrieval & Tracking: Acquire medical records/imaging promptly.
● Process Monitoring: Monitor daily and weekly operational reports to
ensure records are moving efficiently through the pipeline and flag
potential bottlenecks.

Information & Resource Management
● Team Info Drive Maintenance (Internal): Maintain, organize, and update
the medical team’s shared cloud drive to ensure all reference materials,
templates, and documents are current and easy to navigate.
● Pamphlet & Collateral Updates (External): Regularly review and update
medical team pamphlets, informational handouts, and external collateral to
reflect current services and compliance standards.

Training & Process Documentation
○ Guide & Video Creation: Develop comprehensive, easy-to-follow training
guides for administrative workflows.
○ Visual Documentation: Record engaging video walkthroughs (e.g., via
Loom or screen capture software) to supplement written manuals and
assist with onboarding new team members.

• ● Familiarity with cloud storage systems (Google Drive, SharePoint, or similar).
  ● Experience using screen recording tools (Loom, Camtasia, Zoom) to create
  instructional content.
  ● Proficiency in Microsoft Office / Google Workspace and electronic record/CRM
  systems.
  ● Excellent written and verbal communication skills for professional outreach
  ● Superior attention to detail and strong time-management skills with a track record
  of monitoring deadlines and multitasking.
  ● Basic understanding of HIPAA regulations and patient data privacy standards.

All your information will be kept confidential according to EEO guidelines.