ZipRecruiter

Log In

1

Client Intake Manager Jobs in Washington, DC (NOW HIRING)

Vasseghi Law Group

Legal Intake Specialist

Fairfax, VA · On-site

$20 - $25/hr

We are looking for a full-time (hybrid) Client Intake Specialist to own our intake process from ... another client-facing, conversion-driven role • Familiarity with Clio Grow, Clio Manage, or ...

Gaudenzia

Intake Coordinator - Full Time

Washington, DC · On-site

$20 - $27/hr

Manage all phases of pre-ad mission /intake services for assigned program(s) * Maintain efficient ... Oversee and ensure client intake to care/transition, ensuring completion of documentation within ...

Addison Group

Legal Administrative Assistant

Vienna, VA · Remote

$45K - $60K/yr

Coordinate and manage new client intake from multiple sources. * Open, maintain, and close physical and electronic case files. * Draft, edit, proofread, and prepare legal correspondence and court ...

Cooley

BIC Intake Specialist

Reston, VA

$72K - $99K/yr

BIC Intake Specialist Cooley is seeking a BIC Intake Specialist to join the Business Intake and ... management procedures pertaining to the opening of new client/matters * Prepare and present ...

Cooley LLP

BIC Intake Specialist

Reston, VA · On-site

$72K - $99K/yr

BIC Intake Specialist Cooley is seeking a BIC Intake Specialist to join the Business Intake and ... management procedures pertaining to the opening of new client/matters * Prepare and present ...

Cooley LLP

BIC Intake Specialist

Washington, DC · On-site

$72K - $99K/yr

BIC Intake Specialist Cooley is seeking a BIC Intake Specialist to join the Business Intake and ... management procedures pertaining to the opening of new client/matters * Prepare and present ...

Cooley LLP

BIC Intake Specialist

Washington, DC · On-site

$72K - $99K/yr

BIC Intake Specialist Cooley is seeking a BIC Intake Specialist to join the Business Intake and ... management procedures pertaining to the opening of new client/matters * Prepare and present ...

next page

Showing results 1-20

All JobsClient Intake JobsClient Intake Manager JobsClient Intake Manager Jobs in Washington, DC

Client Intake Manager information

See Washington, DC salary details

$40.2K

$75.8K

$124K

How much do client intake manager jobs pay per year?

As of Aug 4, 2026, the average yearly pay for client intake manager in Washington, DC is $75,821.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,600.00 and $89,500.00 per year, depending on experience, location, and employer.

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 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.

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 most commonly searched types of Client Intake jobs in Washington, DC? The most popular types of Client Intake jobs in Washington, DC are:
Client Intake Manager jobs near you
Infographic showing various Client Intake Manager job openings in Washington, DC as of July 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 100% In-person job distribution, with an average salary of $75,821 per year, or $36.5 per hour.

Energy Efficiency Client Intake Specialist

Elysian Energy

Laurel, MD • On-site

$25/hr

Full-time

Retirement, PTO

Posted 12 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

Apply