ZipRecruiter

Log In

1

Client Intake Jobs (NOW HIRING)

next page

Showing results 1-20

People also search for

All JobsClient Intake Jobs

Client Intake information

See salary details

$35.5K

$66.9K

$109.5K

How much do client intake jobs pay per year?

As of Jun 3, 2026, the average yearly pay for client intake 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.

What are the key skills and qualifications needed to thrive as a Client Intake Specialist, and why are they important?

To thrive as a Client Intake Specialist, you need strong organizational skills, attention to detail, and a background in customer service or administrative support, often supported by a high school diploma or equivalent. Familiarity with client management systems (CMS), scheduling software, and basic office tools is typically required. Excellent communication, active listening, and problem-solving abilities help you build rapport and accurately assess client needs. These skills ensure efficient, accurate client onboarding and contribute to a positive first impression, supporting overall organizational effectiveness.

What does a typical day look like for someone working in Client Intake, and how does this role interact with other departments?

A typical day in Client Intake involves gathering and verifying client information, conducting initial screenings, and ensuring all necessary documentation is complete and accurate. This role requires frequent communication with clients as well as close collaboration with internal teams such as legal, customer service, or case management to facilitate a smooth onboarding process. Attention to detail and strong organizational skills are essential, as missing or incorrect information can delay services. Client Intake professionals often serve as the first point of contact for clients, setting the tone for their entire experience with the organization.

What is a Client Intake Specialist?

A Client Intake Specialist is a professional responsible for managing the initial interaction between a company and its prospective clients. Their role typically includes gathering essential information, assessing client needs, and ensuring all necessary documentation is completed accurately. They often work in healthcare, legal, or social services environments and serve as the first point of contact for clients. By efficiently handling the intake process, they help streamline services and ensure clients are directed to the appropriate resources.

What is the difference between Client Intake vs Customer Service Representative?

AspectClient IntakeCustomer Service Representative
Required CredentialsBasic high school diploma; some roles may require familiarity with CRM softwareHigh school diploma; training in communication and product knowledge
Work EnvironmentOffice settings, client meetings, or remoteCall centers, retail, or office environments
Employer & Industry UsageUsed in healthcare, legal, consulting, and financial sectorsCommon across retail, telecom, hospitality, and service industries
Search & Comparison IntentUnderstanding role responsibilities, qualifications, and differencesCustomer interaction, problem-solving, and service skills

Client Intake specialists focus on gathering detailed client information, onboarding, and initial assessments, often in professional or healthcare settings. Customer Service Representatives handle ongoing customer interactions, support, and issue resolution across various industries. While both roles involve communication with clients or customers, Client Intake is more specialized in onboarding processes, whereas Customer Service is broader in customer support functions.

More about Client Intake jobs
What cities are hiring for Client Intake jobs? Cities with the most Client Intake job openings:
What are the most commonly searched types of Client Intake jobs? The most popular types of Client Intake jobs are:
What states have the most Client Intake jobs? States with the most job openings for Client Intake jobs include:
Client Intake jobs near you
Infographic showing various Client Intake job openings in the United States as of May 2026, with employment types broken down into 91% Full Time, 1% Part Time, and 8% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $66,944 per year, or $32.2 per hour.
Client Intake Coordinator

Client Intake Coordinator

Serenity Mental Health Centers

Colorado Springs, CO • On-site

$22/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted yesterday

Job description

Client Intake Coordinator

Employment Type: Full-Time

At Serenity, the Client Intake Coordinator is where first impressions become committed next steps — and we need someone who knows how to make that happen. You'll be the first voice clients hear, and your job isn't just to inform them, it's to inspire them to take action. This role sits at the intersection of people skills and performance, and we're looking for someone who is energized by both. If you've worked in sales, quota-driven environments, or roles where your numbers told the story, this is your next move.

You'll guide clients through the intake process, overcome objections, and consistently convert initial conversations into meaningful commitments. We provide full training on our programs — you bring the drive, the resilience, and the closer's mindset.

What You'll Do

  • Own the first interaction with every prospective client — make it count by delivering a confident, compelling introduction to our programs
  • Drive client commitment by clearly communicating value, addressing objections head-on, and guiding each conversation toward a decisive next step
  • Meet and exceed individual sales-oriented KPIs including conversion rates, follow-up completion, and client progression metrics
  • Maintain a full pipeline of prospective clients, following up with urgency and consistency to keep momentum from going cold
  • Gather and document client information accurately to set the internal team up for a seamless handoff
  • Track your own performance, identify gaps, and proactively adjust your approach to hit your numbers
  • Collaborate with internal teams to ensure a smooth, high-quality client experience from intake through program start

What We're Looking For

  • 2+ years of experience in a sales, sales-adjacent, or performance-driven customer-facing role — retail sales, inside sales, appointment setting, or client development strongly preferred
  • A proven track record of hitting and exceeding quotas, conversion targets, or performance benchmarks — we want to hear about your numbers
  • You treat rejection as data, not defeat — you course-correct quickly, stay persistent, and never let a "not yet" become a dead end
  • Strong consultative communication skills — you ask the right questions, listen with intent, and know how to guide someone toward a confident decision
  • Self-motivated and competitive by nature — you don't need to be pushed to perform, you hold yourself accountable
  • Some leadership experience or clear upward trajectory — assistant managers, team leads, and top performers from previous roles are strongly encouraged to apply

Pay & Benefits

  • Competitive pay based on experience and performance
  • 90% employer-paid medical, dental, and vision insurance
  • 401(k) retirement plan
  • 10 PTO days (15 after the first year) + 10 paid holidays
  • Clear, merit-based growth opportunities as Serenity continues to expand — strong performers move up here

Schedule

  • Three 13-hour shifts per week

About Serenity

Serenity is a growing organization focused on providing structured programs that make a real impact on our clients' lives. We're a performance-driven team that holds itself to a high standard — and we reward the people who do the same. If you're motivated by metrics, energized by a good challenge, and want a role where your effort directly shapes your results and your career, this is the place for you.

Serenity is an Equal Opportunity Employer. Employment is contingent upon successful completion of a background check and drug screening.

In accordance with Colorado's Equal Pay for Equal Work Act this position pays $22 hourly.