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Payment Specialist I | Clinical Research Payments & Trial Financial Operations

Fortrea
Fortrea
5-8 years
preferred by company
Bangalore, India
1 May 12, 2026
Job Description
Job Type: Full Time Education: M.Pharm/B.Pharm or M.Sc. Skills: ICD-10 CM Codes, CPT-Codes, HCPCS Codes, ICD-10 CM, CPT, HCPCS Coding, ICH guidelines, ICSR Case Processing, Interpersonal Skill, Labelling Assessment, MedDRA Coding, Medical Billing, Medical Coding

Payment Specialist I | Clinical Research Payments & Trial Financial Operations

Job Location: Bangalore, India
Job Type: Full-Time
Department: Clinical Operations / Clinical Finance / Clinical Trial Payments
Work Mode: Office-Based / Hybrid / As per business requirements
Shift: Flexible / Shift-Based as per business needs
Experience Required: 5–8 Years
Freshers Eligible: No
Industry: Clinical Research / Pharmaceuticals / Biotechnology / Healthcare / Life Sciences

Job Overview

We are hiring a Payment Specialist I for a clinical trial financial operations role in Bangalore. This opportunity is ideal for experienced professionals with expertise in clinical trial payments, clinical finance operations, CTMS management, investigator payments, contract coordination, invoice processing, and clinical research administration.

The selected candidate will be responsible for managing investigator and site payment processes, invoice quality checks, payment reconciliation, contract support, study financial documentation, and clinical operational payment workflows.

This role is highly suitable for professionals looking to grow in clinical trial financial management, research operations, site payment administration, and pharmaceutical clinical operations.

Key Responsibilities

  • Generate cover letters, proforma invoices, and payment batches using CTMS systems.
  • Review EDC data, study contracts, and payment line items to mark payment readiness or screen failure eligibility in CTMS.
  • Perform invoice quality control (QC) and prepare GIA documentation where applicable.
  • Coordinate with Clinical Trial Leads (CTL), Project Managers (PM), and internal stakeholders for invoice and payment approvals.
  • Process out-of-pocket expenses, pass-through invoices, and site-related financial transactions.
  • Conduct payment reconciliation during study close-out or as requested by study teams.
  • Mentor and train new team members on payment workflows, systems, and quality standards.
  • Perform quality checks on team deliverables as part of operational QC processes.
  • Ensure compliance with departmental SOPs, work instructions, and quality standards.
  • Complete assigned training requirements within defined timelines.
  • Deliver daily tasks with strong productivity, quality, and accuracy standards.
  • Manage project documentation, payment records, and financial operational files appropriately.
  • Provide technical and administrative support to internal clinical operations teams.
  • Escalate issues proactively to ensure timely resolution of operational bottlenecks.
  • Support monitoring plans, reporting activities, and specialized operational requests.
  • Track financial and operational performance metrics for reporting purposes.
  • Identify process improvement opportunities and support implementation initiatives.
  • Support deployment of internal tools to improve operational efficiency.
  • Assist in document management, eTMF filing, template creation, document tracking, and compliance administration.
  • Support site startup documentation, investigator submissions, site contracts, and study budget activities.
  • Assist in management of clinical trial site contracts and payment-related operational workflows.

Required Qualifications

  • University or college degree (Life Sciences preferred) OR
  • Certification in allied health professions such as:
    • Nursing
    • Medical Technology
    • Laboratory Technology
    • Healthcare-related accredited programs
  • Equivalent relevant experience may be considered in lieu of educational requirements.

Experience Requirements

  • 5–8 years of relevant professional experience in clinical research, clinical finance, trial payments, or healthcare operations
  • Strong experience in clinical research payment management or study financial operations
  • Freshers are not eligible

Required Skills

  • Clinical Trial Payments
  • Clinical Finance Operations
  • CTMS Management
  • Invoice Processing
  • Payment Reconciliation
  • Investigator Payments
  • Contract & Budget Coordination
  • Clinical Trial Documentation
  • Quality Control
  • Financial Operations
  • Study Start-Up Support
  • Vendor Payment Management
  • eTMF Documentation
  • Process Improvement

Preferred Knowledge & Compliance Requirements

  • Strong knowledge of ICH-GCP guidelines
  • Understanding of clinical research regulations and operational compliance
  • Experience with clinical study financial workflows and site payment operations
  • Familiarity with study startup, site contracts, and budget support processes

Technical Skills

  • CTMS (Clinical Trial Management Systems)
  • EDC (Electronic Data Capture)
  • Microsoft Excel
  • Microsoft Office Suite
  • eTMF Systems
  • Reporting & Documentation Tools