Carly Cooperstein Email & Phone Number

• Support the growth of the Customer Success team on a global scale (US and France) to a total of 15 team members by contributing to the hiring process for all roles
• Expanded the Project Management team to be inclusive of 7 individuals across the United States and France
• Responsible for team budget, staffing operations, and productivity
• Accountable for the delivery of company-level OKRs and key company projects
• Serve on operational committees with Inato and client leadership team members for our 2 largest client partnerships to establish routines and processes for integration and clinical trial delivery
• Working with the Sales team to grow our Sponsor clients from 2 in 2020 to 15 in 2023, while also significantly increasing our clinical trial pipeline from 2 studies in 2020 to 50+ studies in 2023

• Moved to a Management position to support the growth of the Inato’s US entity by hiring and managing a team of 3 Project Managers
• Onboarded, coached, and drove Project Management team member skill development
• Defined Project Management success metrics and built plans and guidelines for the team, such as establishing routines, creating frameworks for internal and external communication, etc.
• Served as Customer Success Lead on projects led by the Data team to develop internal platforms for data sharing to increase Project Management team scalability and develop tools to increase client satisfaction
• Managed the delivery of 12 clinical trials projects across 6 clients and supported 100% active client retention

• Established the Project Management team to manage relationships of Sponsor clients post-sale
• Created all Project Management team processes and documentation, including but not limited to meeting templates, standards, and frameworks for internal and external communication on project progress
• Managed the delivery of 4 clinical trial projects across 3 new Sponsor clients
• Served as Customer Success Lead on projects led by the product team to develop new features to improve the Sponsor client experience on the Inato Marketplace

• Hired by the Chief Customer Success Officer in France to establish the Customer Success team in Inato’s US entity (third hire of Inato’s US entity and 20th hire globally)
• Adapted Customer Success processes to match US entity and client needs
• Onboarded and managed the relationships of over 300 community clinical research sites in the US and contributed to the growth of our US site network through cold calling and emailing initiatives
• Maintained high client satisfaction by unlocking access to clinical trials that matched their patient access and operational capabilities
• Supported the growth of the Customer Success team by managing candidate interviews and assisting in candidate identification

New York, New York, United States

• Build and maintain strong relationships with over 100 physician partners, leading physicians through study startup, ensuring ongoing success as investigators on clinical trials and supporting 100% active network.
• Define success metrics for active investigators/sites, identifying gaps and developing processes to improve overall investigator and site experience
• Develop and execute NAM training program to empower team members to lead sponsor-facing meetings during study startup
• Manage study-specific ancillary needs by developing and executing contracts with external vendors
• Key contributor to company-wide DEI initiatives through the development of partnerships with national physician societies

New York, New York, United States

• Manage five multi-site protocols by leading internal study teams in all aspects of clinical readiness, including (but not limited to) creating and executing on project plans, leading study protocol education sessions.
• Create SOPs for the clinical operations team in accordance with GCP/ICH regulations
• Develop source mapping processes and build study-specific eSource per protocol requirements
• Enhance TrialSpark’s PI training program by developing content for research-naïve physiciansthat align with regulatory framework
• Lead development of new processes, procedures, tools and training to enhance clinical researchactivities across TrialSpark

New York, New York, United States

• Developed CRC onboarding and training program as a founding member of the clinical operations team
• Advised internal business decisions on contracting new studies by serving as an expert for study opportunities that matched past therapeutic experience
• Worked cross-functionally with product engineers to identify gaps in eSource Direct Data Capture system and developed new features to enhance clinical research activities
• Executed patient screening, baseline, treatment, follow-up and other study-related visits for ten Phase II, III and IV studies

Neptune, NJ

• Cared for twelve in-patients daily by assisting in activities of daily living, obtaining vital signs, performing ECGs, and conducting venipuncture
• On-boarded, trained and mentored Patient Care Associates
• Supervised ten cardiac surgery student interns for the Bundled Payments for Care ImprovementInitiative
• Expanded early rehabilitation program to the Medical Intensive Care Unit

Neptune, NJ

• Collected data for the Bundled Payments for Care Improvement Initiative to demonstrate that early ambulation helps Cardiovascular Intensive Care patients return to baseline function sooner, prevents hospital-acquired.
• Rehabilitated patients in the Cardiovascular Intensive Care Unit during the immediate post- operative phase of recovery
• Calculated patient METs to assist physical therapists in their level of care recommendation for cardiac rehab

Stamford, CT

• Conducted eight Phase II and III studies according to GCP/ICH regulations and FDA guidelines under the delegation of the Principal Investigator
• Consented and screened patients, obtained and organized data, including (but not limited to) vitals, ECGs, Concomitant Medications and Medical History
• Created, completed, and reviewed source documents in accordance with study-specific CRF completion requirements
• Managed regulatory documents for new and ongoing clinical research trials
• Created phone scripts and questionnaires to increase site-level recruitment outcomes

New Brunswick, NJ

• Conducted assessments with parent-adolescent dyads for the NIMH-funded longitudinal study of Personalized Depression Prevention for Adolescents
• Entered self-report questionnaire data into SPSS to perform statistical analysis
• Trained graduate student researchers by participating in mock prevention groups

Piscataway, NJ

• Tutored and mentored 15 students per semester in Basic Statistics for Exercise Science
• Taught statistical concepts in Microsoft Excel and SPSS to groups of up to 5 people
• Tutored 5 students per semester in Introduction to Sociology and Psychology
• Reviewed lecture material and taught student-athletes new study techniques

Washington D.C.

• Shadowed pediatric cardiologists in varying specialties during rounds, clinic visits, surgeries, and consultations.
• Assisted with diagnostics, ECG and echocardiogram reading.
• Interacted with patients and families during appointments and consults.
• Attended biweekly morbidity and mortality meetings and scientific journal reading sessions.