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Client Intake Manager Jobs in Florida (NOW HIRING)

RISE Services Inc.

Intake Manager

Oakland, FL · On-site

$60K/yr

Oversee the intake process to ensure timely and accurate client assessments. * Work closely with ... MANAGEMENT RESPONSIBILITIES : * Provide positive leadership and team building based on respect ...

RISE INC FAMILY

Intake Manager

Oakland, FL · On-site

Oversee the intake process to ensure timely and accurate client assessments. * Work closely with ... MANAGEMENT RESPONSIBILITIES : * Provide positive leadership and team building based on respect ...

Fischetti Law Group

Client Intake Specialist

Boynton Beach, FL · On-site

$16.75 - $22.25/hr

... with a client-first approach for over twenty years. Our team is dedicated to making a positive ... track, manage, and follow up on incoming leads • Set up and coordinate the conference room and ...

WeEvolve LLC

Intake Coordinator

Boca Raton, FL · On-site

$20/hr

You'll help keep everything running smoothly by supporting client intake, case management, clinical reporting, and day-to-day administrative operations. Schedule: Monday-Friday 8:30 AM - 5:00 PM (30 ...

WEEVOLVE LLC

Intake Coordinator

Boca Raton, FL · On-site

$20/hr

You'll help keep everything running smoothly by supporting client intake, case management, clinical reporting, and day-to-day administrative operations. Schedule: Monday-Friday 8:30 AM - 5:00 PM (30 ...

WeEvolve

Intake Coordinator

Boca Raton, FL · On-site

$20/hr

You'll help keep everything running smoothly by supporting client intake, case management, clinical reporting, and day-to-day administrative operations. Schedule: Monday-Friday 8:30 AM - 5:00 PM (30 ...

Virga Law Firm

Intake Specialist

Panama City Beach, FL · On-site

$15.75 - $21/hr

Join The Virga Law Firm as an Intake Specialist and Make a Meaningful Difference The Virga Law Firm ... client onboarding. You'll also maintain accurate records in our case management system, perform ...

Virga Law Firm

Intake Specialist

Panama City Beach, FL · On-site

$15.75 - $21/hr

Join The Virga Law Firm as an Intake Specialist and Make a Meaningful Difference The Virga Law Firm ... client onboarding. You'll also maintain accurate records in our case management system, perform ...

Virga Law Firm

Intake Specialist

Panama City Beach, FL · On-site

$15.75 - $21/hr

Join The Virga Law Firm as an Intake Specialist and Make a Meaningful Difference The Virga Law Firm ... client onboarding. You'll also maintain accurate records in our case management system, perform ...

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All JobsClient Intake JobsClient Intake Manager JobsClient Intake Manager Jobs in Florida

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 Florida?

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

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

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

Client Intake Manager jobs near you

Client Intake Support

Fort Myers, FL • On-site

Rebuilding Together Greater Florida
See more jobs at Rebuilding Together Greater Floridaexternal

$16.50 - $22.25/hr

Other

Posted 28 days ago

Job description

Help Homeowners Take the First Step Toward a Safer, More Stable Home
Every successful home repair project begins with someone who listens, follows through, and helps a homeowner navigate the process. As Client Intake Support at Rebuilding Together Greater Florida, you will help individuals and families complete applications, gather required documents, understand what comes next, and stay connected throughout the intake process.
This is an opportunity for an organized, compassionate professional to use strong administrative and customer service skills to make a meaningful difference in communities across Florida.
About Rebuilding Together Greater Florida
Rebuilding Together Greater Florida (RTGFL) helps homeowners remain safely and comfortably in their homes by providing affordable housing rehabilitation and critical home repairs. We also support disaster recovery efforts and programs assisting first-time homebuyers. Our mission is simple but powerful: Repairing homes, revitalizing communities, and rebuilding lives.
About the Position
The Client Intake Support position provides essential administrative and operational support to RTGFL's Intake and Client Relations function. You will help keep client applications moving, maintain accurate records, coordinate appointments, and communicate with homeowners who may be experiencing financial or housing-related hardship.
The ideal candidate is organized, dependable, detail-oriented, and comfortable managing multiple priorities. Just as importantly, you should be able to communicate with patience, professionalism, and empathy.
Responsibilities

  • Review, organize, and track client applications and supporting documentation.
  • Contact clients to obtain missing documents, provide updates, and explain the next steps in the intake process.
  • Schedule phone assessments, site visits, client meetings, and other appointments.
  • Maintain complete and accurate client records in Salesforce and other tracking systems.
  • Respond to incoming calls and emails professionally, promptly, and compassionately.
  • Assist with materials and logistics for community outreach, intake events, and volunteer activities.
  • Complete administrative tasks such as scanning, data entry, document organization, and electronic filing.
  • Work closely with Intake, Program, Construction, and Operations staff to keep client applications moving efficiently.
  • Protect the confidentiality of client information and ensure that all communications and activities are properly documented.
  • Provide additional intake and client relations support as organizational needs arise.
Qualifications
  • High school diploma or equivalent required; some college coursework preferred.
  • Previous experience in administrative support, client intake, customer service, or a related role preferred.
  • Strong interpersonal, written, and verbal communication skills.
  • A professional, patient, and service-oriented approach when assisting clients.
  • Excellent attention to detail and organizational skills.
  • Ability to manage multiple responsibilities and meet deadlines in a fast-paced environment.
  • Proficiency in Microsoft Word, Excel, and Outlook.
  • Experience using Salesforce or another client management system is a plus.
  • Ability to work independently and contribute effectively as part of a team.
  • Bilingual proficiency in English and Spanish is preferred but not required.
  • Flexibility to occasionally assist with evening or weekend activities.

Work Environment
This is an office-based position involving regular communication with homeowners, including individuals experiencing financial hardship or challenging housing conditions. The successful candidate must be comfortable handling sensitive information and committed to RTGFL's mission, values, and client-centered approach.
If you are organized, compassionate, and motivated by work that directly supports homeowners and strengthens communities, we encourage you to apply.

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