1

Client Intake Manager Jobs in Green Bay, WI (NOW HIRING)

... client intake meetings and assist with collecting information necessary for estate plan design and ... Manage multiple matters simultaneously while ensuring exceptional client service and attention to ...

Case Manager

Green Bay, WI · On-site

$19.50 - $25/hr

Review intake assessments and identify individualized service needs * Develop and monitor Housing ... Maintain accurate, timely, and complete documentation in HMIS and client case files * Track ...

Child Welfare Case Manager

Oconto, WI · On-site

$29.07 - $32.09/hr

Assess client needs, develop case plans, safety plans, coordinate services, advocate, monitor and ... Provide intake services, i.e. gather information, assess safety, determine program eligibility, and ...

Case Manager

Green Bay, WI · On-site

$19.50 - $25/hr

... successful client outcomes. Essential Duties: Provides case management activities, housing ... intake in accordance with program eligibility and relevant governing legislation/criteria. • ...

Case Manager

Green Bay, WI · On-site

$43K - $52K/yr

... successful client outcomes. Essential Duties: Provides case management activities, housing ... intake in accordance with program eligibility and relevant governing legislation/criteria. · ...

Case Manager

Green Bay, WI · On-site

$43K - $52K/yr

... successful client outcomes. Essential Duties: Provides case management activities, housing ... Screens clients for intake in accordance with program eligibility and relevant governing ...

Case Manager

Green Bay, WI · On-site

$19.50 - $25/hr

... successful client outcomes. Essential Duties: Provides case management activities, housing ... intake in accordance with program eligibility and relevant governing legislation/criteria. • ...

Case Manager

Green Bay, WI · On-site

$43K - $52K/yr

... successful client outcomes. Essential Duties: Provides case management activities, housing ... intake in accordance with program eligibility and relevant governing legislation/criteria. · ...

Case Manager

Green Bay, WI · On-site

$43K - $52K/yr

... successful client outcomes. Essential Duties: Provides case management activities, housing ... Screens clients for intake in accordance with program eligibility and relevant governing ...

Family Law Attorney

Green Bay, WI · Remote

$100K - $150K/yr

We believe in combining strong legal advocacy with a highly personal, client-first approach. Confidential Employer. * Manage family law matters from intake through resolution * Handle divorce ...

next page

Showing results 1-20

Client Intake Manager information

See Green Bay, WI salary details

$34.5K

$65.1K

$106.5K

How much do client intake manager jobs pay per year?

As of Sep 5, 2026, the average yearly pay for client intake manager in Green Bay, WI is $65,114.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,600.00 and $76,800.00 per year, depending on experience, location, and employer.

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.

Crisis Housing Shelter Advocate - Full Time

PILLARS INC

Appleton, WI • On-site

$17 - $18/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago


Key responsibilities

  • Serve as the point of contact for clients, volunteers, and visitors, and complete client intake and exit processes.

  • Assist clients with daily activities, distribute medications, and provide resources and education to promote self-sufficiency.

  • Maintain building safety and security by following safety procedures, educating clients on policies, and ensuring the facility's cleanliness and safety standards.


Job description

The Crisis Housing team is looking for additional full-time advocates to cover evening shift openings, which are 4pm - Midnight or 3pm to 11pm.  Our shelters are open 7 days per week, so Full-Time advocates generally work 5 shifts per week, which may include weekends - for example Tuesday - Saturday.

SUMMARY:   From homelessness to coming home, Pillars provides shelter, support, and solutions to address the housing needs in our community. Pillars team members have a passion for the mission of the agency and displays agency values: Respect, Collaboration, Empowerment and Grit.

The Crisis Housing Advocate may work in any of the Crisis Housing sites – the Adult & Family Shelter, the Adult Shelter or the Resource Center.  Crisis Housing Advocates are responsible for maintaining the safety of the building and serve as the first point of contact for clients and volunteers, including walk-ins and phone calls.

CRISIS HOUSING ADVOCATE ESSENTIAL DUTIES & RESPONSIBILITIES:

Client Support & Intake/Exit Process

  • Serves as the point of contact for clients, volunteers, and other building visitors.
  • Complete the client intake process including interviewing potential clients, completing intake documentation, assessing eligibility for wait list, conducting tours, reviewing expectations and house rules, and educating potential clients on Pillars programs and processes.
  • Enter each client into HMIS and update files as necessary.
  • Complete the client exit process for both voluntary and involuntary departures, including conducting exit interviews with departing clients and researching no-shows.
  • Maintain accurate electronic log sheets for all individuals served, including documenting significant events.

Daily Activities & Client Assistance

  • Assist clients in successfully completing daily activities, including distributing medications, and focus on providing resources and education to encourage self-sufficiency.
  • Collaborate with staff and community partner agencies to provide a comprehensive continuum of care and promoting client independence.

Staff & Volunteer Teams

  • Support the onboarding and training of new team members.
  • Support the onboarding and training of new volunteer team members. Work with Volunteer Manager to create a positive volunteer experience.

Building & Facility Maintenance

  • Maintain the security of the building and clients by following safety procedures and educating clients on building policies and rules.
  • As needed, check clients’ personal bags and living areas to promote a safe and secure environment and call law enforcement when safety is jeopardized.
  • Ensure the building meets organizational standards for cleanliness and safety, updating the chore list daily and ensuring clients complete assigned chores on time.

Donation & Food

  • Receive, organize, and store donations.
  • Prepare and serve meals as necessary, assisting with food and supply inventory.

Administrative & Office Tasks

  • Handle office paperwork tasks, including:
    • Searching CCAP for new warrants or criminal charges for clients.
    • Collecting photo releases when client photos are taken in the shelter or during shelter events.
    • Creating client name tags for bunk assignments.
    • Preparing and printing sign-in books for client entry.
    • Prioritizing and assigning parking spaces for clients.

Policy & Compliance

  • Follow established intake and exit procedures, including guidelines for background checks and addressing rule violations. Document all related actions according to agency policy.
  • Attend staff and committee meetings as requested.
  • Collaborate with other agencies as necessary.

Other Duties

  • Perform other duties as assigned.

CORE COMPETENCIES:

  • Accountability - Takes initiative with minimal supervision, follows procedures, and demonstrates accountability and adaptability while ensuring accuracy, thoroughness, and consistent self-monitoring to maintain high-quality work.
  • Building Relationships – Demonstrates exceptional relationship-building ability with volunteers, clients and consumers, tenants, agency partners, donors and potential donors, board and committee members.
  • Decision Making – Displays sound judgment when making decisions, at times with limited information; follows organizational policies and procedures; aware of implications of state and federal regulations; ability to make complex decisions in line with agency’s mission, vision and values. 
  • Conflict Management – Reacts and responds to complaints and solves problems.  Helps consumers and staff come to agreement and de-escalates charged situations.  Reacts quickly to assess the conflict and determine appropriate steps to resolve.  Remains calm and professional during high stress situations. 
  • Confidentiality Ability to maintain confidential information and safeguard the security of information of Pillars and our clients. Keep private information from unauthorized individuals, either within Pillars or others outside the organization.

QUALIFICATIONS:

  • Relevant experience preferred, such as:
    • A strong understanding of barriers specific to persons experiencing homelessness
    • Experience working with survivors of domestic violence
    • Experience working with people facing mental health struggles and/or challenges with addictions
    • Knowledge of community resources available to individuals and families who are low income and/or experiencing homelessness

This position is expected to work inclusively and respectfully with a diverse community and practice civility in the workplace. In addition, this position requires strong oral, written, interpersonal, and organizational skills, demonstrated integrity, and the willingness to work independently and as part of a collaborative team.  This position requires knowledge of Microsoft office suite and related technologies.

COMPLIANCE ACCOUNTABILITIES:  The Crisis Housing Advocate must act in accordance with Pillars’ policies and procedures, complete all required compliance training/continuing education within specified timeframe, and maintain a thorough knowledge of all internal operating procedures, as well as applicable laws and regulations.

WORK ENVIRONMENT:  The employee must occasionally lift and/or move up to 50 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

COMPENSATION:  The compensation for this position is an hourly wage of $17.83.  Benefits include health insurance, dental insurance, vision insurance, vacation, holidays, sick leave, short & long term disability, life insurance, a retirement plan with an employer match, and an Employee Assistance Plan.

To Apply:

Apply through our Careers page, on Indeed or turn in a paper application at Pillars, 605 E Hancock St, Appleton, WI 54911

Pillars is an Affirmative Action Equal Employment Opportunity employer committed to achieving a diverse workforce and to maintaining a community which welcomes and values a climate supporting equal opportunity and difference among its members. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, pregnancy status, sexual orientation, gender identity, gender expression, age, disability, physical condition, genetic information, veteran status, or any other characteristic protected by federal, state, or local law.