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Role playbook

Assistant roles for Biotech & Life Sciences

Executive, research-operations, vendor and finance admin for biotech and life sciences companies, outside GxP decisions. Every role is dedicated, on a customized schedule based on your needs and budget.

Overview

How dedicated assistants fit biotech & life sciences

Roles on this page:

  1. Executive assistant to the CEO / CSO
  2. Research operations coordinator
  3. Contracts and vendor administration assistant
  4. Finance and grants assistant

Early and mid-stage biotech companies run lean. Scientists and executives end up booking CRO calls, chasing vendor quotes, organizing board materials and filing documents into the right folder.

A dedicated remote assistant can take the administrative layer: calendars, vendor and contract admin, document organization and finance support. Quality decisions, regulated records sign-off and anything requiring scientific judgment stay with your team.

Role 1 of 4

Executive assistant to the CEO / CSO

Runs the executive's calendar across time zones, investor and partner meetings, and board logistics.

Related specialization: Executive Assistants

Day-to-day tasks

  • Manage calendar, travel and meeting prep across partner time zones
  • Prepare board and investor meeting logistics and document packets
  • Track action items from leadership meetings
  • Coordinate conference attendance and abstracts deadlines
  • Manage the executive's inbox to an agreed zero-state
  • Keep a confidential contact and relationship log

KPIs to track

  • Meetings rescheduled due to conflicts
  • Board packets delivered on the agreed timeline
  • Action items closed on time
  • Executive inbox at zero-state

Targets are set with you on the fit call, based on your own baseline.

Tools they work in

Your accounts, named logins, your access policies.

  • Microsoft 365 or Google Workspace
  • Board portal
  • CRM or relationship tracker
  • Travel tools

Sample weekly cadence

DailyInbox and calendar
MonWeek-ahead brief
WedAction-item tracker
FriNext-week prep
Role 2 of 4

Research operations coordinator

Supports lab and program teams with vendor, CRO and sample-shipment logistics and meeting management.

Related specialization: Project Management Coordinators

Day-to-day tasks

  • Schedule CRO, CDMO and vendor meetings and take action-item notes
  • Track purchase requests, quotes and delivery dates
  • Coordinate shipment paperwork prepared by the lab team
  • Maintain program timelines and milestone trackers
  • Organize study and program documents into the controlled folder structure
  • Prepare weekly program status summaries

KPIs to track

  • Purchase requests aging past the agreed window
  • Milestone tracker currency
  • Vendor meeting notes delivered same day
  • Status summary on time

Targets are set with you on the fit call, based on your own baseline.

Tools they work in

Your accounts, named logins, your access policies.

  • Project tool (Asana, Smartsheet, Monday or similar)
  • Procurement system
  • Document management system
  • Shared drives

Sample weekly cadence

MonProgram tracker refresh
TueVendor and CRO follow-ups
ThuPurchase-request review
FriWeekly status summary
Role 3 of 4

Contracts and vendor administration assistant

Keeps NDAs, MSAs and statements of work moving through review and signature, and maintains the contract register.

Related specialization: Procurement & Purchasing Assistants

Day-to-day tasks

  • Log incoming NDAs and agreements and route to counsel
  • Track redline versions and signature status
  • Maintain the contract register with renewal and expiry dates
  • Collect vendor onboarding documents
  • Prepare renewal reminders
  • File executed agreements

KPIs to track

  • Agreements waiting on internal action
  • Renewals flagged ahead of the notice date
  • Register completeness
  • Turnaround from request to routed

Targets are set with you on the fit call, based on your own baseline.

Tools they work in

Your accounts, named logins, your access policies.

  • Contract lifecycle tool or shared drive
  • E-signature platform
  • Spreadsheet register

Sample weekly cadence

DailyIntake and routing
TueSignature chase
ThuRegister update
FriRenewals report
Role 4 of 4

Finance and grants assistant

Supports the finance lead with AP, expense reports, grant reporting schedules and audit prep requests.

Related specialization: AP/AR Specialists

Day-to-day tasks

  • Process vendor invoices for approval
  • Reconcile corporate card transactions and receipts
  • Track grant reporting deadlines and gather inputs
  • Prepare audit PBC lists for the controller
  • Maintain vendor master data with verified changes
  • Prepare monthly spend-by-program reports

KPIs to track

  • Invoices waiting for coding
  • Receipts missing at month-end
  • Grant deadlines missed (target: none)
  • PBC items delivered on time

Targets are set with you on the fit call, based on your own baseline.

Tools they work in

Your accounts, named logins, your access policies.

  • Accounting system (e.g. QuickBooks, NetSuite)
  • Spend management tool
  • Grant tracker

Sample weekly cadence

DailyAP intake
TueCard reconciliation
ThuGrant tracker
FriSpend report
Compliance boundaries

What these roles do not do

Clear boundaries protect you, your clients and your assistant. They are written into each scope of work.

No GxP quality decisions, batch or data review, or sign-off on regulated records; assistants organize documents and track dates only.

No regulatory submissions authorship or scientific judgment.

Clinical-trial data with personal information is out of scope unless your agreements and data protection officer approve it in writing.

Export-controlled technical data is out of scope for offshore or nearshore assistants.

General information only, not legal, tax or compliance advice. Your compliance owner decides what applies to your business.

How it works

From fit call to a working role

1. Fit call

We map your workload against the roles above and recommend where to start.

2. Shortlist

You interview pre-vetted candidates screened for this industry's tools and workflows.

3. Onboarding

Least-privilege access, your SOPs and a written 30-day plan with the KPIs above.

4. Managed quality

Weekly scorecards and coaching from your ExecWing account lead.

FAQ

Biotech & Life Sciences roles: common questions

Can an assistant work in our validated systems?

Only as your quality team allows. Many companies keep assistants in non-validated tools (calendar, procurement, shared drives) and give view-only access elsewhere.

Can they help with board meetings?

Yes: scheduling, packet assembly from final documents, logistics and minutes support for your corporate secretary.

What about confidentiality?

Assistants sign confidentiality agreements, work in your accounts with least-privilege access, and keep nothing on local devices.

Next step

Which biotech & life sciences role should you start with?

Book a 20-minute fit call. We'll map your workload to these roles and tell you honestly where a dedicated assistant helps most.