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Client Intake Manager Jobs in Washington (NOW HIRING)

MDMS CAPITAL LLC

Assistant Studio Manager

Arlington, VA · On-site

Responsible for proper onboarding of all OTF clients through the use of Client Intake Forms and FP ... Help manage and participate in events including marketing events. * Onboard, train and supervise ...

Troutman Pepper

Conflicts Researcher

Washington, DC · Hybrid

Performs quality control reviews of client/matter intake, including reviewing and analyzing client ... Ability to self-manage and work independently in a hybrid, and in-office setting. * Ability to ...

Seabury Resources

Nutrition Site Aide

Washington, DC · On-site

Provides oversight of the site when the Nutrition Recreation Manager is absent. Registers all nutrition site participants by completing the DC Office on Aging client intake form and nutrition ...

NerdsToGo

Operations & Growth Coordinator

Alexandria, VA · On-site

$65K - $80K/yr

Oversee equipment and supply management * Handle client intake and onboarding coordination Financial & Administrative Support * Support invoicing, quote preparation, and proposal documentation

Senior Helpers

Registered Nurse - PRN

Temple Hills, MD · On-site

Conduct client intake assessments and ongoing reassessments * Develop, update, and monitor individualized care plans * Oversee care management for both clients and caregivers * Collaborate with an ...

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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 Washington?

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

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

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

Client Intake Manager jobs near you

Program Coordinator, Capital Pathways

George Mason University

Fairfax, VA • On-site

$50K - $55K/yr

Full-time

Posted 26 days ago

George Mason University rating

8.3

Company rating: 8.3 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

126th of 618 rated colleges and universities

Job description

Department: Office Rsrch Innov and Econ Impact
Classification: Admin Office Specialist 3
Job Category: Classified Staff
Job Type: Full-Time
Work Schedule: Full-time (1.0 FTE, 40 hrs/wk)
Location: Fairfax, VA
Workplace Type: Hybrid Eligible
Sponsorship Eligibility: Not eligible for visa sponsorship
Pay Band: 03
Salary: Anticipated salary range $50,000-$55,000 annually; commensurate with education and experience
Restricted: Yes
Criminal Background Check: Yes
About the Department:
The Virginia Small Business Development Center (SBDC) Network is a partnership with the US SBA and other local hosts to provide counseling services and training to Small Businesses in Virginia. The Virginia SBDC leads office administers and manages the SBDC network of 25 centers across Virginia with 13 subrecipients including universities, community colleges, and economic development organizations. The Virginia SBDC is a program of Mason Enterprise.
Capital Pathways is a specialized program within the Virginia SBDC network that empowers Virginia small businesses to secure the capital they need to grow. It is designed for very small (fewer than 10 employees) and emerging and growth-ready businesses that face challenges accessing traditional financing. The program offers an immersive, hands-on experience focused on financial and legal readiness. Through group-based workshops and bootcamps, discussion-style webinars with guest speakers, bookkeeping trainings, and peer support groups - paired with extended one-on-one assistance from financial, accounting, and legal experts - business owners don't just learn what to do - they actively build the systems and habits needed to access capital and grow with confidence.
About the Position:
The Program Coordinator supports the effective implementation of the SBDC Capital Pathways Program. The Coordinator manages client intake and referral processes, maintains high-quality data and reporting systems, and supports outreach, training, and grants administration. This role requires strong communication and organizational skills, shown interest in small business and local economic development, and the ability to support program delivery in alignment with federal grant requirements and timelines.
The Program Coordinator will work primarily in the SBDC's Fairfax Virginia offices, with the possibility of a hybrid work arrangement.
Responsibilities:
Client Intake, Outreach, & Event Support:
  • Conducts initial intake calls with prospective clients to assess business needs and determine program fit;
  • Refers clients to the appropriate technical assistance advisors or partners based on their needs and eligibility;
  • Follows-up with clients after missed meetings, cancellations, or expressions of interest; and
  • Hosts Zoom webinars and assists in filtering and organizing participant questions, and coordinating logistics for in-person trainings.

Client Relationship Management (CRM) Software Data Management:
  • Performs routine audits of client data in the CRM system to ensure completeness and accuracy;
  • Ensures meeting notes and client interaction records are documented appropriately for reporting and analysis;
  • Enters events into the CRM system, tracks attendance, and reconciles events; and
  • Tracks and reports on impact by Capital Pathways' clients.

Program Communications & Reporting Support:
  • Assists in the preparation of program newsletters, webinar promotions, client success stories, and annual reports; and
  • Helps collect relevant data and materials from partners and internal systems.

Administrative & Grant Support:
  • Populates monthly budget monitoring tools and supports tracking spending against program budget;
  • Supports grant compliance by tracking sponsor reporting deadlines; and
  • Processes vendor invoices and assists with procurement documentation as needed.

Required Qualifications:
  • Bachelor's degree in related field, or equivalent combination of education and experience;
  • Experience using Microsoft Office applications in a professional setting;
  • Experience professionally engaging with diverse stakeholders, clients, or program participants;
  • Experience learning and handling administrative and programmatic tasks independently;
  • Excellent writing and communication skills, with the ability to produce professional emails, reports, and meeting notes;
  • Strong organizational skills, with the ability to manage multiple tasks and deadlines with minimal supervision;
  • Professional interpersonal skills and the ability to engage confidently with small business clients and external stakeholders;
  • Self-starter with initiative and curiosity, and eager to learn new concepts relevant to the program;
  • Comfortable contributing ideas and participating actively in collaborative team discussions;
  • Strong attention to detail, especially in data entry, recordkeeping, and financial tracking; and
  • Proficiency in Microsoft Office Suite, especially Outlook, Word, and Excel.

Preferred Qualifications
  • Experience supporting small business, entrepreneurship, or economic development programs;
  • Exposure to or work with underserved business communities;
  • Experience working with financial institutions, community lenders, or access-to-capital initiatives;
  • Experience supporting program compliance or reporting requirements for federally funded or grant-supported programs;
  • Experience drafting or helping develop communication materials such as success stories, program reports, or newsletters;
  • Experience planning or providing logistical support for webinars, trainings, or community-facing events;
  • Knowledge of small business development, entrepreneurship support services, or local economic ecosystems;
  • Bilingual or multilingual communication skills preferred;
  • Ability to support the preparation of public-facing materials like newsletters, client success stories, or program updates; and
  • Familiarity with federal or state program requirements, particularly related to grants or contracts.

Instructions to Applicants:
For full consideration, applicants must apply for the Program Coordinator, Capital Pathways at https://jobs.gmu.edu/. Complete and submit the online application to include three professional references with contact information, and provide a cover letter and resume for review.
Posting Open Date: July 21, 2026
For Full Consideration, Apply by: August 4, 2026
Open Until Filled: Yes
Mason Ad Statement
George Mason University is a nationally ranked R1 research university committed to creating a more just, free, and prosperous world. With 40,000 enrolled students, George Mason is the largest and most diverse public research university in Virginia, offering degree programs at the master's, doctoral, and professional level, along with certificates and credentials.
George Mason fosters an All Together Different environment for students, faculty, and staff, driven by our core beliefs. We believe in inclusivity over exclusivity; we believe in advancing our mission by being willing to take risks, not avoiding them; and we believe our best work is possible when we apply our diversity of origin, identity, circumstance, and thought.
Equity Statement
George Mason University is an equal opportunity/affirmative action employer, committed to promoting inclusion and equity in its community. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any characteristic protected by law.
Campus Safety Information
Mason's Annual Security and Fire Safety Report is available at http://police.gmu.edu/annual-security-report/

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