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Client Intake Manager Jobs in California (NOW HIRING)

CarePartners Living LLC

Intake Specialist

Irvine, CA · On-site

$24 - $29/hr

Work closely with the Management and Operations teams to streamline processes and ensure high-quality service delivery. Provide feedback and recommendations to enhance the client intake experience.

Care Partners

Intake Specialist

Irvine, CA · On-site

$24 - $29/hr

Work closely with the Management and Operations teams to streamline processes and ensure high-quality service delivery. Provide feedback and recommendations to enhance the client intake experience.

Care Partners

Intake Specialist

Irvine, CA · On-site

$24 - $29/hr

Work closely with the Management and Operations teams to streamline processes and ensure high-quality service delivery. Provide feedback and recommendations to enhance the client intake experience.

Care Partners

Intake Specialist

Irvine, CA · On-site

Work closely with the Management and Operations teams to streamline processes and ensure high-quality service delivery. Provide feedback and recommendations to enhance the client intake experience.

Omega Law Group

Director of Intake

West Hollywood, CA · On-site

Signed-client conversion rate 5. Data-Driven Leadership & Performance Management * Use quantitative ... Monitor intake data on a daily, weekly, and monthly basis. * Proactively identify trends ...

US VETS Inc

Intake Specialist

Los Angeles, CA · On-site

$21.78 - $27.23/hr

Performs client intake process, intake packet completion, and program data entry for intakes and ... Performs data entry into the Homeless Management Information System (HMIS) if appropriate * Assists ...

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All JobsClient Intake JobsClient Intake Manager JobsClient Intake Manager Jobs in California

Client Intake Manager information

What does a client intake manager do?

A Client Intake Manager oversees the process of welcoming and onboarding new clients into a business or organization. Their responsibilities include gathering essential client information, assessing client needs, ensuring all necessary documentation is completed, and coordinating with different departments to facilitate a smooth start for new clients. They play a critical role in ensuring clients have a positive initial experience and that all compliance and regulatory requirements are met. This position often requires strong organizational, communication, and problem-solving skills.

What are the key skills and qualifications needed to thrive as a client intake manager?

To thrive as a Client Intake Manager, you need strong organizational abilities, attention to detail, and experience with client onboarding or case management, often backed by a degree in business, social work, or a related field. Familiarity with customer relationship management (CRM) software, case management systems, and data entry tools is typically required. Exceptional interpersonal communication, problem-solving, and multitasking skills help you build rapport and handle sensitive client information effectively. These competencies ensure smooth client onboarding, enhance client satisfaction, and support organizational efficiency in managing workflows.

How does a client intake manager typically collaborate with other departments during the onboarding process?

A Client Intake Manager works closely with various teams, such as sales, legal, and customer service, to ensure a seamless onboarding experience for new clients. They coordinate the collection of necessary documentation, clarify client requirements, and address any concerns that may arise during the intake process. Effective communication and strong organizational skills are essential, as the role often requires managing multiple stakeholders and maintaining up-to-date records to facilitate smooth handoffs between departments.

What are the most commonly searched types of Client Intake jobs in California?

The most popular types of Client Intake jobs in California are:

What cities in California are hiring for Client Intake Manager jobs?

Cities in California with the most Client Intake Manager job openings:

Senior Client Intake Specialist (Immigration and Criminal Defense)

Los Angeles, CA • On-site

The United Firm | La Liga Defensora, APC
See more jobs at The United Firm | La Liga Defensora, APCexternal

$19.25 - $25.50/hr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago

Job description

Senior Client Intake Specialist (Immigration and Criminal Defense)

Our Houston office is looking to hire an experienced Senior Client Intake Specialist with strong sales experience and a desire to grow within the legal industry. The Intake Specialist will be the point of contact with prospective clients, will screen leads, and will be responsible for obtaining case details that will allow the firm to determine if a case should be retained. This position must be staffed by an individual who is business development oriented, and works well with people. We ask that you have a strong Immigration or Criminal Defense background and possess the ability to screen potential client calls. You will ensure operational excellence and handle a large volume of incoming client calls. The ideal candidate will be able to work some weekends and be able to commute to our Los Angeles office as is required for this role.

Responsibilities:

  • Screen telephone calls before scheduling an attorney-client consultation
  • Persistently monitor all potential new client inquiries (email, internet, phone and referrals)
  • Immediately contact every potential client and establish relationship with client
  • Update logs and reporting systems to reflect status of all potential new clients
  • Conduct potential new client interviews with genuine empathy and compassion
  • Schedule appointments for potential clients
  • Take accurate notes during the attorney-client initial consultation
  • Collaborate with our attorneys to complete the initial consultation process
  • Assist attorneys with administrative tasks related to opening new cases and maintaining databases
  • Follow instructions from the supervising attorney and perform accordingly
  • Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets (can maintain complex spreadsheets)

Qualifications:

  • Bilingual (English/Spanish) with full proficiency REQUIRED.
  • Minimum 3 years of sales experience required, customer service experience a major plus
  • Strong background with performance-based metrics
  • Case Management software experience is a major plus
  • Resourceful and motivated to solve issues as they arise
  • Proven track record to meet goals and deadlines
  • Must be able to work weekends
  • Immigration and Criminal Defense experience is strongly preferred.

Pay range is subject to change based on experience on a case-by-case basis. Here at The United Firm | La Liga Defensora, APC, we offer medical, dental, and vision insurance. We have a great compensation package including a 401(k) plan. Some perks include catered lunches, complimentary parking, paid time off, and more! Come be apart of our growing firm and its opportunities for your career development. You will learn and develop alongside a team of professionals who aim to excel in the legal industry. The United Firm | La Liga Defensora, APC, is an equal employment opportunity employer, and we welcome everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status or genetics. We are dedicated to providing an inclusive, open, and diverse work environment.

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