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Client Intake Manager Jobs in Maryland (NOW HIRING)

Moveable Feast

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Client Services Coordinator II

Baltimore, MD · On-site

$27.41/hr

... of a manager. Medical Transportation · Determines eligibility and conducts initial intake to ... Responds to client inquiries and questions and resolves issues to ensure quality transportation ...

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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 Maryland?

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

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

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

Client Intake Manager jobs near you

Energy Efficiency Client Intake Specialist

Laurel, MD • On-site

Elysian Energy
11 - 50 employees
Learn more about Elysian Energyexternal

$25/hr

Full-time

Retirement, PTO

Re-posted 2 days ago

Job description

Now accepting applications for an Energy Efficiency Client Intake Specialist to serve as the first point of contact for customers seeking energy efficiency services and solutions. This role is responsible for screening applicants, recording and verifying required documentation, determining eligibility, and guiding clients through the first step of the home performance process. The specialist provides exceptional customer service while triaging customers following program guidelines and maintaining accurate client records.

Key Responsibilities
  • Receive and respond to client inquiries via phone and email regarding energy efficiency programs and services.
  • Screen clients for the appropriate service provided by Elysian Energy.
  • Enter and maintain accurate client information in our customer database.
  • Schedule energy audits, home assessments, heating, ventilation, and air conditioning site visits..
  • Educate clients on available energy-saving programs, rebates, and incentives.
  • Coordinate with program managers, directors, energy auditors, and HVAC estimators. .
  • Ensure compliance with federal, state, local, and utility program requirements.
  • Maintain confidentiality of client information in accordance with agency policies.
  • Assist with outreach events and community engagement activities as needed.

Requirements

Required Qualifications
  • High school diploma or GED required; Associate's or Bachelor's degree preferred.
  • 2+ years of experience in customer service, client intake, administrative support, or social services.
  • Strong communication and interpersonal skills.
  • Excellent organizational skills and attention to detail.
  • Proficiency in Microsoft Office Suite and database management systems.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Ability to explain complex program requirements in a clear and professional manner.
Preferred Qualifications
  • Experience working with energy efficiency, weatherization, utility assistance, or housing programs.
  • Knowledge of income eligibility guidelines and documentation requirements.
  • Experience using Housecall Pro, Google Calendars, and/or Salesforce.
  • Bilingual (English/Spanish or other languages) preferred.
Knowledge, Skills, and Abilities
  • Strong customer service orientation.
  • Ability to maintain confidentiality and professionalism.
  • Critical thinking and problem-solving skills.
  • Ability to work independently and collaboratively.
  • Cultural sensitivity and commitment to serving diverse populations.

Benefits

  • $25/hour commensurate with experience
  • Office environment (3 days per week) with occasional community outreach.
  • 401(k) after your first year with matching up to 3%
  • 15 PTO days starting
  • 11 paid holidays
  • Paid volunteer days
  • Paid fun days
  • Parental leave
  • $2,000 annual continuing education stipend