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Customer Intake Specialist Jobs (NOW HIRING)

Intake Specialist

Raleigh, NC ยท On-site

$17.25 - $23/hr

Intake Specialist The Intake Specialist serves as a primary point of contact for people and animals ... Provide compassionate customer service by phone, email, and in person. * Conduct intake ...

Intake Specialist

Rolling Meadows, IL ยท On-site

$40K - $45K/yr

Intake Specialist - Suburban Chicago DUI/Criminal Law Firm Location : Dohman Law Group - Rolling ... Requirements: ยท College degree or equivalent work experience. ยท Previous experience in customer ...

Intake Specialist

Tampa, FL ยท On-site

$16.25 - $21.50/hr

By exhibiting superior customer services skills, emotional intelligence, and professionalism, the Intake Specialist establishes, develops, and maintains positive interactions with prospective clients ...

Intake Specialist

Atlanta, GA ยท On-site

$17/hr

Intake Specialist Department: Intake Reports To: Intake Supervisor Location: 1251 Fulton Industrial ... Provide excellent assistance to customers by exhibiting respect, and celebrating the diversity of ...

Intake Specialist

Las Vegas, NV ยท On-site

$17 - $22.75/hr

Join Dimopoulos Law Firm as a Full-Time Intake Specialist and experience the thrill of working in a fast-paced, customer-focused environment right in the heart of Las Vegas, NV. This is your chance ...

JOB PURPOSE Intake Specialist serves as the first point of contact for individuals, families, and ... Customer Service * Provide exceptional customer service while maintaining professionalism and ...

Intake Specialist

York, PA ยท On-site

$17.50 - $23.25/hr

As an Intake Specialist you will manage new client inquiries, gather essential information, screen ... Enter and maintain accurate information within the firm's case management and CRM systems.

Intake Specialist

Oklahoma City, OK ยท On-site

$16.50 - $22/hr

Purpose: The Intake Specialist is the first and most critical point of contact for prospective ... Maintain detailed and accurate records in the CRM system. * Deliver a high-quality client ...

JOB PURPOSE Intake Specialist serves as the first point of contact for individuals, families, and ... Customer Service * Provide exceptional customer service while maintaining professionalism and ...

Intake Specialist - VA

Dumfries, VA ยท On-site

$17.50 - $23.50/hr

The Intake Specialist is also responsible for updating the CRM system in a timely manner and generating reports based on the data gathered. Primary Responsibilities: * Always be compliant with all ...

Intake Specialist

Las Vegas, NV

$17 - $22.75/hr

Join Dimopoulos Law Firm as a Full-Time Intake Specialist and experience the thrill of working in a fast-paced, customer-focused environment right in the heart of Las Vegas, NV. This is your chance ...

Intake Specialist II

Springfield, MO ยท On-site

$16.25 - $21.50/hr

DME Intake Specialist CoxHealth is a leading healthcare system serving 25 counties across southwest ... Required: 1 year healthcare or customer service experience Preferred: 2 years experience in a ...

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Customer Intake Specialist information

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How much do customer intake specialist jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for customer intake specialist in the United States is $20.81, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $22.84 per hour, depending on experience, location, and employer.

How much do customer intake specialists make in the US?

Customer Intake Specialists in the US typically earn an average annual salary of around $35,000 to $45,000, depending on experience, location, and industry. Entry-level positions may start lower, while experienced specialists or those in high-demand areas can earn higher wages. Compensation often includes benefits such as health insurance and paid time off.

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

AspectCustomer Intake SpecialistCustomer Service Representative
Primary RoleGathers initial client information, assesses needs, and facilitates onboarding processes.Handles ongoing customer inquiries, provides support, and resolves issues.
Required CredentialsHigh school diploma or equivalent; some roles prefer customer service or administrative experience.High school diploma; customer service experience often preferred.
Work EnvironmentOffice settings, healthcare, legal, or financial industries.Call centers, retail, or office environments across various industries.
Employer UsageUsed in industries requiring client intake and onboarding processes.Common across industries for ongoing customer support.

While both roles involve interacting with customers, the Customer Intake Specialist focuses on initial client assessment and onboarding, whereas the Customer Service Representative handles ongoing support and issue resolution. Understanding these differences helps job seekers target the right roles based on their skills and career goals.

What are the key skills and qualifications needed to thrive as a customer intake specialist, and why are they important?

To thrive as a Customer Intake Specialist, you need excellent communication skills, attention to detail, and experience with data entry or customer service, often supported by a high school diploma or relevant certification. Familiarity with CRM software, intake forms, and ticketing systems is typically required. Strong interpersonal skills, patience, and problem-solving abilities help you excel in gathering accurate information and building rapport with clients. These skills ensure efficient, accurate client onboarding and a positive customer experience, which are critical for organizational success.

What is a customer intake specialist?

A Customer Intake Specialist is a professional responsible for greeting new clients, gathering essential information, and ensuring that customer needs are properly assessed and documented. They serve as the first point of contact for customers, handling inquiries, collecting required documentation, and entering data into company systems. This role is crucial in various industries, such as healthcare, legal, and customer service, as it helps streamline processes and ensures clients are directed to the appropriate services or departments. Customer Intake Specialists must possess strong communication, organizational, and data entry skills.

How does a customer intake specialist typically collaborate with other departments during the onboarding process?

As a Customer Intake Specialist, you will frequently interact with various departments such as sales, customer support, and operations to ensure a seamless onboarding experience. Your main responsibilities involve gathering necessary documentation, verifying customer information, and communicating any special requirements to relevant teams. Collaboration is key, as you'll often need to clarify customer needs, resolve discrepancies, and provide timely updates to colleagues to keep everyone aligned. This cross-functional teamwork helps ensure clients are set up accurately and efficiently, fostering a positive first impression and smooth transition into ongoing service.

What are the duties of a customer intake specialist?

A customer intake specialist is responsible for collecting and verifying client information, explaining services, and ensuring a smooth onboarding process. They often use customer management software and require strong communication and organizational skills to handle inquiries and document interactions efficiently.
More about Customer Intake Specialist jobs
Infographic showing various Customer Intake Specialist job openings in the United States as of August 2026, with employment types broken down into 78% Full Time, 19% Part Time, and 3% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $43,288 per year, or $20.8 per hour.

Intake Specialist

Washington County SPCA

Raleigh, NC โ€ข On-site

$17.25 - $23/hr

Other

Medical, Dental

Posted 7 days ago


Job description

Intake Specialist

The Intake Specialist serves as a primary point of contact for people and animals entering the SPCA of Wake County through owner surrender, transfer partnerships, and other intake pathways. This role coordinates admissions, manages intake cases from initial inquiry through placement, gathers and documents accurate information, assists with intake medical processing, safely handles and transports animals, and collaborates across departments to ensure each animal receives timely and appropriate care. Working collaboratively with Medical, Animal Care, Behavior, Foster, and other departments, the Intake Specialist helps ensure animals receive timely assessment, appropriate housing, and coordinated care. Success in this role requires compassionate customer service, sound judgment, adaptability, attention to detail, and confidence using technology and case management systems in a fast-paced shelter environment.

Our Core Values: Hell, Yeah! Be Kind Do What You Say Forward Focused Loose & Wiggly Drop the Mic

Essential Duties and Responsibilities

Customer Service & Case Management

  • Provide compassionate customer service by phone, email, and in person.
  • Conduct intake appointments and gather complete behavioral, medical, and historical information.
  • Maintain accurate electronic records across organizational systems.
  • Educate community members about available resources and pet-retention options when appropriate.
  • Demonstrate resilience, professionalism, and emotional intelligence while working with sensitive situations, distressed community members, and animals experiencing illness, injury, fear, or neglect.
  • Exercise sound judgment to prioritize incoming cases, identify urgent medical or behavioral concerns, and coordinate appropriate next steps.

Medical Intake Processing

  • Perform routine medical intake processing for animals entering the organization's care in accordance with established shelter medical protocols.
  • Assist with intake medical assessments, including obtaining weight, estimating age, assessing body condition, collecting medical history when available, and accurately documenting findings.
  • Administer routine intake vaccinations, diagnostics, treatments, and preventive care as trained and within established protocols.
  • Recognize medical or behavioral abnormalities and promptly escalate animals requiring additional assessment or treatment to the veterinary team.
  • Maintain accurate medical records and communicate pertinent findings with Medical, Animal Care, Behavior, and other departments to support each animal's care plan.

Animal Handling & Operations

  • Safely handle, restrain, move, and transport animals of varying ages, sizes, temperaments, and medical conditions.
  • Use Fear Freeยฎ and low-stress handling techniques whenever possible while adapting handling methods to support animal welfare and staff safety.
  • Prepare appropriate housing and coordinate timely placement with Medical, Animal Care, Behavior, Foster, and other teams to support each animal's individual care plan.
  • Safely operate organization vehicles, including utility and transport vans, to transport animals between facilities, partner organizations, foster homes, veterinary appointments, and other approved locations.
  • Ensure animals are appropriately secured and handled during transport and follow all applicable SPCA safety, animal-handling, and vehicle-use protocols.

Sanitation & Safety

  • Maintain clean and disinfected workspaces, animal housing, vehicles, and equipment in accordance with established biosecurity protocols.
  • Stock supplies and support efficient daily operations.
  • Follow organizational policies, personal protective equipment requirements, infection-prevention practices, and safety procedures.
  • Report supply shortages, equipment concerns, facility issues, and safety concerns to supervisors in a timely manner.
  • Perform other duties as assigned, requested, or required by the organization.

Required Qualifications

  • High school diploma or equivalent.
  • Minimum of one year of professional experience in an animal shelter, veterinary practice, animal welfare organization, boarding facility, daycare, or similar setting.
  • Strong written and verbal communication and customer service skills.
  • Proficiency with computers and cloud-based software.
  • Strong organizational skills, attention to detail, and ability to manage multiple priorities.
  • Ability to work collaboratively with diverse teams and community members.
  • Commitment to the SPCA of Wake County's mission, values, and humane-care standards.
  • Ability to perform the essential functions of the position with or without reasonable accommodation.
  • Must possess and maintain a valid driver's license and meet SPCA of Wake County driving eligibility requirements.
  • Must be able and willing to safely operate an SPCA vehicle, as assigned, to transport animals, supplies, and equipment between SPCA facilities, veterinary partners, transfer partners, foster homes, and other approved locations.
  • Must maintain an acceptable driving record and promptly notify the organization of any change in license status, driving eligibility, or ability to safely operate a vehicle.

Knowledge, Skills & Abilities

  • Compassionate, respectful, and trauma-informed communication skills when working with people from diverse backgrounds.
  • Knowledge of companion-animal behavior, low-stress handling, and common veterinary terminology.
  • Ability to safely handle animals of varying sizes, ages, temperaments, and medical conditions.
  • Sound judgment, problem-solving ability, confidentiality, and professionalism.
  • Strong documentation, time-management, and digital-workflow skills.
  • Ability to work independently while contributing to a collaborative, inclusive, and psychologically safe workplace.
  • Ability to adapt to changing priorities, troubleshoot basic technology issues, and maintain accurate electronic records.
  • Ability to remain calm, safe, and professional in a fast-paced animal welfare environment.
  • Ability to demonstrate resilience and emotional intelligence while working with distressed community members and animals experiencing illness, injury, fear, or neglect.
  • Ability to recognize urgent medical or behavioral concerns and escalate them appropriately.

Preferred Qualifications

  • Experience using databases, customer relationship management systems, shelter management systems, or case management platforms to enter, track, and maintain records as part of daily responsibilities.
  • Experience with Salesforce or a similar case management or customer relationship management platform.
  • Experience using technology platforms such as Trello, Slack, Microsoft Office, scheduling systems, and communication tools.
  • Experience with low-stress handling, Fear Freeยฎ, or other humane animal-handling approaches.
  • Experience administering routine vaccinations, diagnostics, treatments, or preventive care under established shelter or veterinary protocols.

Work Environment This role operates within a fast-paced animal welfare environment and involves frequent interaction with animals, teammates, volunteers, pet owners, transfer partners, foster caregivers, veterinary providers, and other community members. Responsibilities are performed in intake spaces, animal housing areas, medical processing areas, offices, transport settings, and other SPCA facilities or approved locations as needed. The position requires maintaining safety, professionalism, sound judgment, and effectiveness while working in an environment that may include high noise levels, strong or foul odors, cleaning chemicals, disinfectants, animal waste, emotionally sensitive situations, distressed community members, and animals of varying sizes, temperaments, and medical or behavioral conditions. The position requires regular onsite presence and may involve work indoors and outdoors in varying weather and temperature conditions. Physical Requirements

  • Ability to stand, walk, bend, stoop, reach, crouch, kneel, crawl, climb, balance, and remain physically active for extended periods.
  • Ability to lift, carry, push, and pull up to 50 pounds independently and assist with heavier animals or equipment as needed.
  • Ability to safely handle, restrain, move, and transport animals of varying sizes, temperaments, and medical or behavioral conditions.
  • Ability to reach overhead, grasp, push, pull, and perform repetitive physical movements related to animal handling, cleaning, medical processing, and intake operations.
  • Ability to safely enter, exit, and operate an SPCA vehicle; load, unload, secure, and transport animals and related supplies or equipment; and respond appropriately to animals during transport, including animals who may be fearful, stressed, fractious, ill, or injured.
  • Ability to communicate effectively in person, by phone, and through electronic communication methods.
  • Ability to work in environments with high noise levels, strong odors, animal dander, animal waste, and exposure to cleaning chemicals and disinfectants, including bleach and other approved sanitation products.
  • Ability to work safely around fearful, stressed, fractious, ill, or injured animals.
  • Ability to work both indoors and outdoors in very cold and very hot temperatures.
  • Potential exposure to zoonotic diseases, parasites, viruses, bacteria, fungi, and other animal-related environmental conditions.

Benefits:

  • Medical and Dental: Employer pays 90% of employee