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Client Intake Manager Jobs (NOW HIRING)

Lawyers for Justice, PC

Intake Manager

Glendale, CA · On-site

$65K - $80K/yr

Our growing firm is looking to hire an experienced Intake Administrator with a desire to lead us ... This position is full time. Candidate will handle a large volume of incoming client calls and be ...

Mosaic Pediatric Therapy

Intake Manager

Charlotte, NC · On-site

Maintain accurate client demographic and authorization data across both our proprietary Intake Software and the EHR system, while actively logging, prioritizing, and managing day-to-day operational ...

Mosaic Pediatric Therapy

Intake Manager

Charlotte, NC · On-site

Maintain accurate client demographic and authorization data across both our proprietary Intake Software and the EHR system, while actively logging, prioritizing, and managing day-to-day operational ...

Lawyers for Justice, PC

Intake Specialist

Glendale, CA · On-site

$20 - $25/hr

... client as assigned by Intake Manager; · Performs other related duties as assigned. *The company reserves the right to add or change duties at any time. Required Skills/Abilities · Ability to ...

Loomis Sayles

Client Intake Specialist

Boston, MA · On-site

$19.25 - $25.75/hr

We believe active management fueled by proprietary, best-in-class research helps us achieve ... The Client Intake Specialist will act as the face of Loomis Sayles, setting the stage for a ...

loomissayles

Client Intake Specialist

Boston, MA · Hybrid

$85K - $120K/yr

The Client Intake Specialist will act as the face of Loomis Sayles, setting the stage for a ... Manage Bloomberg LEI updates and annual LEI registration renewals Qualifications & Education ...

loomissayles

Client Intake Specialist

Boston, MA · Hybrid

$85K - $120K/yr

The Client Intake Specialist will act as the face of Loomis Sayles, setting the stage for a ... Manage Bloomberg LEI updates and annual LEI registration renewals Qualifications & Education ...

Neeley Law

Client Intake Specialist

Chandler, AZ

$21 - $23/hr

Our law firm is expanding and needs the help of a client intake specialist to take client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a ...

Addison Group

Intake Manager

Charlotte, NC · Hybrid

About the Opportunity Addison Group is seeking an Intake Manager on behalf of our client for a direct hire opportunity within a growing specialty healthcare organization. This leadership role will ...

New

DeWinter Group

Demand Intake Manager

San Jose, CA · Remote

Remote About the Opportunity Our client, a leader in Enterprise Software and Cloud Computing, is looking for a skilled Demand Intake Manager to join their team for a 6+ month engagement. This project ...

Neeley Law

Client Intake Specialist

Chandler, AZ · On-site

$21 - $23/hr

Our law firm is expanding and needs the help of a client intake specialist to take client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a ...

JBA International

Intake Manager - 2201687

Glendale, CA · On-site

Our growing firm is looking to hire an experienced Intake Administrator with a desire to lead us ... This position is full time. Candidate will handle a large volume of incoming client calls and be ...

Serenity Healthcare

Client Intake Coordinator

Atlanta, GA · On-site

$17.25 - $23.50/hr

Client Intake Coordinator At Serenity, the Client Intake Coordinator is where first impressions ... Some leadership experience or clear upward trajectory assistant managers, team leads, and top ...

New

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Client Intake Manager information

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$35.5K

$66.9K

$109.5K

How much do client intake manager jobs pay per year?

As of Jun 19, 2026, the average yearly pay for client intake manager in the United States is $66,944.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $79,000.00 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, and why are they important?

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.
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What are the most commonly searched types of Client Intake jobs? The most popular types of Client Intake jobs are:
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Client Intake Manager jobs near you
IP Client Intake Coordinator

IP Client Intake Coordinator

Womble Bond Dickinson

Manhattan, NY • On-site

$70K - $79K/yr

Full-time

Posted 3 days ago

Job description

Womble Bond Dickinson (US) LLP, a transatlantic law firm, seeks an IP Client Intake Coordinator to join its team. The IP Client Intake Coordinator is responsible for managing the initial intake, setup, and quality control of new intellectual property matters within the docketing system. This role serves as a critical link between clients, attorneys, paralegals, and the docketing team to ensure accurate matter creation, timely data entry, and compliance with firm and client-specific procedures. The ideal candidate has strong experience with FoundationIP, a solid understanding of U.S. and foreign IP prosecution workflows, familiarity with IP annuities/maintenance fee processes and lifecycle management and has exceptional attention to detail.
RESPONSIBILITIES:Client Intake:
  • Manage end-to-end intake of new IP matters (patents, trademarks, and related filings).
  • Review client instructions and documentation for accuracy and completeness.
  • Create and configure matters in FoundationIP, ensuring precise data entry and rule application.
  • Partner with conflicts, matter opening, and other internal teams to ensure smooth onboarding.

Docketing & Data Management:
  • Enter, verify, and maintain critical IP data and deadlines in FoundationIP.
  • Perform quality control checks to ensure accuracy of matter setup and docketed events.
  • Collaborate with docketing staff to ensure deadlines are properly calculated and monitored.
  • Update matters as prosecution progresses, including changes in status, ownership, and correspondence details as related to the intake.
  • Maintain and validate annuity and maintenance fee data, ensuring deadlines are accurately captured and monitored within the system.

Communication & Coordination:
  • Serve as primary point of contact for intake-related questions from attorneys, paralegals, and clients as well as assist with responding to client inquiries related to matter setup and docketing procedures.
  • Communicate clearly with internal departments/teams regarding intake status, missing information and timeline expectations.

IP Annuities & Maintenance Management:
  • Support the intake and setup of annuity-related data, including maintenance fee schedules for patents and renewals for trademarks.
  • Coordinate with internal teams and external annuity service providers to ensure accurate tracking of renewal deadlines.
  • Verify annuity instructions and ensure proper recording of fee-related deadlines within FoundationIP.
  • Assist in monitoring annuity status and ensuring alignment with client-specific renewal strategies and instructions.

Compliance & Process Improvement:
  • Ensure adherence to firm policies, best practices and client-specific docketing guidelines.
  • Identify opportunities to improve workflows to enhance efficiency and accuracy.
  • Support audits, data cleanup initiatives and system enhancements related to FoundationIP.

Core Competencies:
  • Clear, professional communication skills.
  • Detail-oriented and quality-driven.
  • Strong analytical and problem-solving skills.
  • Ability to work independently as well as collaboratively.
  • Client-service mindset.
  • Adaptability in a fast-paced, deadline-driven environment.
  • Strong organizational and time-management skills, with the ability to manage multiple intakes simultaneously.
  • Ability to solve practical problems and deal with a variety of real variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Requirements:
  • 5+ years of experience in IP docketing, with a strong focus on client/matter intake.
  • Advanced experience with FoundationIP and FIP Direct.
  • Solid understanding of U.S. and Foreign patent and trademark prosecution processes.
  • Ability to maintain and validate annuity and maintenance fee data within FoundationIP, ensuring deadlines are accurately captured and monitored within the system.
  • High level of accuracy and attention to detail, particularly with deadlines and data integrity.
  • Bachelor's Degree (B.A.) preferred.
  • Experience working in an IP focused law firm/practice group.
  • Familiarity with billing or engagement intake processes.
  • Experience supporting audits, migrations, or system enhancements involving FoundationIP.
  • Experience working with IP annuity service providers or managing annuity workflows within FoundationIP.
  • Must have strong working knowledge of technology such as Microsoft Word, PowerPoint, and Excel.

This position is subject to export control laws.
Compensation: The national average salary range is $70,000-$79,200. The salary may be higher or lower depending on internal equity and years of experience.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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