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Financial Intake Jobs (NOW HIRING)

Remote Intake Lead (VA ESOM)

$18.50 - $25/hr

Identify missing information, unclear scope items, labor category concerns, financial ... Analyze intake scope against contract labor categories, qualifications, experience requirements ...

Remote Intake Lead (VA ESOM)

$18 - $24.50/hr

Identify missing information, unclear scope items, labor category concerns, financial ... Analyze intake scope against contract labor categories, qualifications, experience requirements ...

Intake Coordinator

Grain Valley, MO

$16 - $21.75/hr

Notifies patient or approved patient advocate and explains their financial responsibilities * Completes all applicable sections of Intake and Confirmation forms, and enters into CPR+ * Negotiates ...

CLIENT INTAKE SPECIALIST

Mobile, AL · Remote

$18.25 - $24.25/hr

Insurance Sales • Mortgage Sales • Financial Services • Healthcare Professionals You're a top ... Client Intake Specialist - High-Performance Call Environment KRW Asbestos Lawyers is seeking ...

Intake Specialist

Senath, MO · On-site

$15 - $20/hr

Intake Specialist Job Type: Full-time Position Reports To: Branch Manager Description Quipt Home ... Patient's Financial Responsibilities (Deductible, Co-Insurance, Co-Pay, ABN/Upgrade) * Knowledge of ...

Intake Specialist

Erie, PA · On-site

$43K - $45K/yr

Then the Intake Specialist position is for you! We are seeking a dynamic and team-oriented ... Verify financial and eligibility documentation, complete enrollment packets, and ensure accurate ...

Intake Coordiantor

Waukegan, IL · On-site

$55K - $65K/yr

Intake Coordinator / Admissions Coordinator - Elevate Care! Elevate Care is seeking a detail ... Provide Information & Assistance - Answer questions about services, financial options, and care ...

Intake Coordinator

Blackfoot, ID · On-site

$14.50 - $19.50/hr

Notifies patient or approved patient advocate and explains their financial responsibilities * Completes all applicable sections of Intake and Confirmation forms, and enters into CPR+ * Negotiates ...

Intake Coordiantor

Waukegan, IL · On-site

$65K/yr

Intake Coordinator / Admissions Coordinator - Elevate Care! Elevate Care is seeking a detail ... Provide Information & Assistance - Answer questions about services, financial options, and care ...

Intake Specialist

Battle Creek, MI

$16 - $21.25/hr

The Intake Specialist serves as the first point of contact for individuals seeking services through ... Experience working with diverse populations and individuals facing employment, financial, or social ...

Intake Specialist

Inglewood, CA

$18.50 - $24.75/hr

Intake Specialist USVETS Inglewood - Inglewood, CA 90301 Make an Impact Looking for meaningful work ... temporary financial assistance tracking, payment processing, and fund documentation (SSVF ...

Intake Specialist

Senath, MO · On-site

$15 - $20/hr

Intake Specialist Job Type: Full-time Position Reports To: Branch Manager Description Quipt Home ... Patient's Financial Responsibilities (Deductible, Co-Insurance, Co-Pay, ABN/Upgrade) * Knowledge of ...

Intake Coordinator

Glen Rock, NJ · On-site

$19.25 - $26.25/hr

The Intake Coordinator will facilitate the patient referral process by coordinating with our offices regarding verification and handling financial counseling. * Coordinate with providers, physicians ...

Intake Worker

Bronx, NY · On-site

$23.45/hr

Homebase helps clients navigate the complicated eviction process, offers financial and money ... As an Intake Worker, you'll assess all new clients for program eligibility, answer and respond to ...

Intake Worker

Bronx, NY · On-site

$23.45/hr

Homebase helps clients navigate the complicated eviction process, offers financial and money ... As an Intake Worker, you'll assess all new clients for program eligibility, answer and respond to ...

The role partners cross-functionally with clinical, sales, finance, and compliance teams to improve ... Lead day-to-day intake operations, including referral processing, order entry, insurance ...

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Financial Intake information

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$31

How much do financial intake jobs pay per hour?

As of Jun 16, 2026, the average hourly pay for financial intake 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.

What is the highest paying job in finance?

In finance, chief executive officers (CEOs) and chief financial officers (CFOs) are among the highest paid roles, often earning multi-million dollar compensation packages that include salary, bonuses, and stock options. These positions require extensive experience, leadership skills, and often advanced certifications like CPA or CFA. Compensation varies by company size and industry, but executive roles generally top the pay scale in finance.

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

To excel as a Financial Intake Specialist, you need strong analytical skills, attention to detail, and experience with financial documentation, often supported by a background in finance, accounting, or healthcare administration. Familiarity with billing software, electronic health records (EHR), and insurance verification systems is typically required. Excellent interpersonal communication, discretion, and problem-solving abilities help you manage sensitive information and guide clients or patients through financial procedures. These skills ensure accurate financial processing, regulatory compliance, and a positive client experience.

What are the main challenges faced by Financial Intake specialists in managing high volumes of client data?

Financial Intake specialists often handle a large number of client files and sensitive financial information daily. One of the main challenges is ensuring all data is accurately collected, verified, and entered into the system under tight deadlines, while maintaining privacy and compliance with regulations. Effective organization, attention to detail, and clear communication with both clients and team members are essential to overcome these challenges. Collaborating closely with finance and case management teams also helps streamline the intake process and resolve discrepancies efficiently.

What jobs pay 2000 a day?

High-paying jobs that can pay $2,000 a day often include roles such as specialized surgeons, senior corporate executives, investment bankers, and certain high-level consultants. These positions typically require advanced skills, extensive experience, and often involve demanding schedules or significant responsibilities.

What are Financial Intake positions?

Financial Intake positions are roles within organizations, often in healthcare or social services, where employees are responsible for gathering and verifying clients' financial information. This process typically includes assessing eligibility for services, determining payment options, and assisting with insurance or billing questions. Financial Intake staff play a key role in ensuring that clients receive the appropriate financial assistance and that the organization complies with regulatory requirements. Strong communication and organizational skills are important for success in this position.

What job makes $10,000 a month without a degree?

In the financial intake field, earning $10,000 a month without a degree is uncommon, as roles typically require relevant experience or certifications. However, high-level financial consultants, sales managers, or entrepreneurs in finance-related businesses can reach this income level through commissions, bonuses, or business profits, often requiring strong skills, industry knowledge, and networking. Most high-earning finance roles rely on experience and proven performance rather than formal education alone.

What is the difference between Financial Intake vs Financial Analyst?

AspectFinancial IntakeFinancial Analyst
Required CredentialsHigh school diploma or equivalent; some roles may require certificationBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are common
Work EnvironmentFront-office, client-facing, often in healthcare, banking, or financial servicesOffice-based, analytical, research-focused in finance departments or investment firms
Employer & Industry UsageUsed in healthcare, banking, and financial services to gather client financial infoUsed across finance sectors for analyzing financial data and advising
Common Search & Comparison IntentUnderstanding role differences, required skills, and career pathsComparing responsibilities, qualifications, and career progression

Financial Intake professionals primarily gather and verify client financial information in client-facing environments, while Financial Analysts focus on analyzing financial data to support decision-making. Both roles require financial knowledge, but differ in responsibilities and work settings.

What does an intake specialist for a financial firm do?

An intake specialist for a financial firm is responsible for gathering client information, assessing their financial needs, and documenting details for processing applications or services. They often use customer management software and require strong communication skills to ensure accurate and efficient data collection. The role may involve initial client consultations and coordinating with other financial professionals.
More about Financial Intake jobs
Infographic showing various Financial Intake job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $43,288 per year, or $20.8 per hour.
Remote Intake Lead (VA ESOM)

Remote Intake Lead (VA ESOM)

Kentro

Remote

$18.50 - $25/hr

Full-time

Medical, Retirement, PTO

Posted 12 days ago


Job description

Overview
Thank you for considering IT Concepts dba Kentro, where innovation drives opportunity and collaboration leads to success. Our dynamic community of experts is fully committed to advancing our customers' missions, fostering professional growth, and making a positive impact on our communities.
By joining our supportive community, you will find that Kentro is dedicated to your personal and professional development. Together, we can drive meaningful change, spark innovation, and achieve extraordinary milestones.
Kentro is hiring for a remote Intake Lead to support our Veterans Affairs ESOM contract. The Intake Lead supports the Workforce Management Lead by leading the full intake lifecycle for ESOM program work requests and tracking white papers through a parallel governance workflow that mirrors the intake process. This includes intake receipt, requirements refinement, scope clarification, stakeholder coordination, team composition support, labor category mapping package development, financial/workshare coordination inputs, concurrence tracking, approval documentation, white paper status tracking, and transition to execution where approved.
This role serves as the primary intake process owner and first-line reviewer for incoming work requests and white paper requests. The role works closely with the customer, Workforce Management Lead, PM, PMO Director, Contracts, execution leads, staffing stakeholders, financial stakeholders, and partner/subcontractor stakeholders to ensure requests are understood, documented, properly routed, tracked, and transitioned to execution or closure based on the approved outcome.
The Workforce Management Lead owns final workforce governance recommendations, while the Program Director retains final approval authority where required. This role supports labor category mapping analysis, white paper tracking, decision documentation, and workflow governance, with Staffing, PMO, Contracts, program leadership, and other stakeholders participating in review and concurrence as appropriate.
As the Workforce Management function grows, this role may oversee Intake Analysts, Labor Category Mapping Analysts, Requirements Analysts, Intake Coordinators, White Paper Coordinators, or related support resources.
Location: This position can be performed remotely within the United States and will support Eastern Time working hours.
Responsibilities
Intake Lifecycle Management
  • Lead the end-to-end intake process for ESOM program work requests.
  • Serve as the first-line intake reviewer for incoming work requests.
  • Refine and document customer requirements, scope, desired outcomes, timing, staffing implications, and transition needs.
  • Maintain the intake tracker, intake status log, intake decision history, and supporting documentation.
  • Ensure requests move through the appropriate intake workflow from receipt through review, concurrence, approval, and transition to execution.
  • Identify intake process gaps and recommend process improvements to reduce risk, improve quality, and streamline execution.

White Paper Tracking and Governance
  • Lead tracking of ESOM white paper requests using a governance workflow that mirrors the intake process, including receipt, review, routing, stakeholder coordination, status tracking, approval or disposition, and closure.
  • Maintain a white paper tracker, status log, decision history, version history, supporting documentation, and action item register.
  • Coordinate with customer stakeholders, Workforce Management Lead, PMO, Contracts, execution leads, technical contributors, staffing stakeholders, financial stakeholders, and partner/subcontractor stakeholders to ensure white paper requests are properly defined, assigned, reviewed, and tracked.
  • Document white paper purpose, customer need, scope, assumptions, contributors, due dates, dependencies, review status, approval status, and resulting actions.
  • Track whether white papers result in new intake requests, staffing needs, labor category mapping, partner engagement, pricing/financial analysis, contract coordination, or transition-to-execution activities.
  • Ensure white paper actions, decisions, risks, assumptions, and follow-up items are traceable and communicated to the appropriate stakeholders.
  • Identify gaps in the white paper workflow and recommend process improvements, templates, and governance controls to improve consistency, visibility, and execution alignment.

Requirements Refinement and Scope Clarification
  • Lead meetings with client stakeholders to clarify vision, requirements, scope, outcomes, and operational needs.
  • Translate customer requirements and scope into execution-ready intake documentation and, where applicable, white paper inputs or follow-on intake actions.
  • Facilitate collaboration with Service Delivery leads, functional experts, PMO, Contracts, financial stakeholders, staffing stakeholders, and partner/subcontractor stakeholders.
  • Identify missing information, unclear scope items, labor category concerns, financial considerations, workshare impacts, white paper dependencies, or issues requiring customer clarification.
  • Support execution leads by helping translate intake and white paper outcomes into team structure, staffing approach, delivery model, or follow-on action plan.

Labor Category Governance
  • Analyze intake scope against contract labor categories, qualifications, experience requirements, education/certification requirements, clearance expectations, and staffing assumptions.
  • Prepare preliminary labor category mapping recommendations and supporting rationale for Workforce Management Lead review.
  • Coordinate with the Staffing & Workforce Operations Lead to assess staffing feasibility and candidate qualification implications.
  • Coordinate with Contracts to support contract alignment and labor category compliance review.
  • Maintain a labor category mapping repository, decision log, and supporting documentation.
  • Track feedback and concurrence from the PM, PMO Director, Contracts, and other required stakeholders before final approval by the Program Director, where applicable.

Team Composition, Pricing, Workshare, and Transition Support
  • Support development of team composition and execution structures based on approved scope, labor category mapping, staffing needs, and delivery requirements.
  • Coordinate with financial, execution, staffing, and partner/subcontractor stakeholders to identify financial impacts, workshare considerations, teaming posture, and staffing feasibility.
  • Ensure intake packages and applicable white paper follow-on actions account for labor categories, staffing mix, partner/subcontractor involvement, workshare implications, and transition needs.
  • Coordinate with the Partner Engagement Lead when intake requests or white paper outcomes involve partner/subcontractor staffing or delivery support.
  • Coordinate with the Staffing & Workforce Operations Lead to ensure approved intake decisions and applicable white paper outcomes are translated into staffing actions.
  • Support transition of approved intake work and approved white paper follow-on actions to the delivery team after approval.

Stakeholder Coordination and Governance
  • Facilitate cross-functional intake and white paper reviews with customer stakeholders, PMO, Service Delivery leads, Contracts, staffing, finance/accounting, partner/subcontractor stakeholders, and program leadership.
  • Prepare intake review materials, white paper status materials, labor category packages, decision briefs, approval documentation, and transition materials.
  • Coach and guide execution leads through the intake process and related white paper governance workflow.
  • Document decisions, open issues, risks, assumptions, concurrence status, approval outcomes, white paper dispositions, and follow-up actions.
  • Identify opportunities to support the customer as the program grows.

Process Improvement and Scalability
  • Identify gaps in intake and white paper workflows, documentation, routing, approvals, handoffs, and transition processes.
  • Recommend and implement intake and white paper process improvements in coordination with the Workforce Management Lead.
  • Develop reusable templates, intake checklists, white paper tracking templates, labor category mapping templates, decision logs, and transition documentation.
  • Support development of scalable intake and white paper governance models for ESOM and future programs.
  • Support other PMO or Workforce Management initiatives during surge periods, including staffing, partner/subcontractor conversations, onboarding, offboarding, white paper coordination, or growth-related activities.

Qualifications
  • Bachelor's degree in Business Administration, Project Management, Operations Management, Information Technology, or a related field; equivalent experience may be considered.
  • At least 10+ years of relevant experience in program execution, client delivery, intake management, requirements analysis, PMO operations, workforce management, contract support, white paper coordination, or government contracting.
  • At least 4+ years of experience engaging with client leadership or senior stakeholders.
  • At least 2+ years of experience managing teams, leading workstreams, or coordinating cross-functional delivery efforts.
  • Strong understanding of contracting practices, including scope, labor categories, partner/subcontractor relationships, workshare, staffing impacts, white paper follow-on actions, and transition to execution.
  • Ability to translate requirements, scope, and white paper outcomes into execution models, labor category recommendations, staffing needs, team structures, and action plans.
  • Experience facilitating communication among multiple stakeholders, including technical staff, corporate support, program leadership, and partner/subcontractor leadership.
  • Strong organizational, multitasking, time management, and documentation skills.
  • Strong attention to detail and accuracy in recordkeeping, white paper tracking, and decision documentation.
  • Proficiency with Microsoft Office Suite, including Excel, PowerPoint, Word, Teams, and SharePoint.
  • Strong problem-solving, coaching, teamwork, written communication, and verbal communication skills.
  • Comfortable working in a dynamic, fast-paced environment.

Preferred Qualifications:
  • Experience supporting a federal client or federal program.
  • Experience with government contracting, IDIQs, BPAs, task orders, SOWs, PWSs, labor categories, and partner/subcontractor delivery models.
  • PMP Certification, ITIL 4 Foundation, or equivalent.
  • Experience supporting pricing, financial impact analysis, workshare analysis, white paper development or tracking, or transition-to-execution activities.
  • Experience developing intake processes, white paper workflows, governance workflows, operating procedures, or program management templates.
  • Industry knowledge and/or familiarity with U.S. Government security controls and best practices.

Clearance Requirement:
  • US Citizen or Green card holder
  • Willing and able to obtain and maintain Public Trust Clearance
  • Must meet updated ID requirements: https://www.gsa.gov/technology/it-contract-vehicles-and-purchasing-programs/federal-credentialing-services/get-appointment-help/bring-required-documents
    • If you do not currently meet the ID requirements outlined, you must be willing and able to update your current forms of ID in a timely manner to complete the suitability process successfully.

Benefits
The Company
We believe in generating success collaboratively, enabling long-term mission success, and building trust for the next challenge. With you as our partner, let's solve challenges, think innovatively, and maximize impact. As a valued member of our team, you have the unique opportunity to work in a diverse range of technology and business career paths, all while supporting our nation and delivering innovative technology solutions. We are a close community of experts that pride ourselves on creating an environment defined by teamwork, dedication, and excellence.
We hold three ISO certifications (27001:2013, 20000-1:2011, 9001:2015), two CMMI ML 3 ratings (DEV and SVC) and CMMC Level 2 Certification.
Industry Recognition
Growth | Inc 5000's Fastest Growing Private Companies, DC Metro List Fastest Growing; Washington Business Journal: Fastest Growing Companies, Top Performing Small Technology Companies in Greater D.C.
Culture | Northern Virginia Technology Council Tech 100 Honoree; Virginia Best Place to Work; Washington Business Journal: Best Places to Work, Corporate Diversity Index Winner - Mid-Size Companies, Companies Owned by People of Color; Department of Labor's HireVets for our work helping veterans transition; SECAF Award of Excellence finalist; Victory Military Friendly Brand; Virginia Values Veterans (V3); Cystic Fibrosis Foundation Corporate Breath Award
Benefits
We offer competitive benefits package including paid time off, healthcare benefits, supplemental benefits, 401k including an employer match, discount perks, rewards, and more. We invest in our employees - Every employee is eligible for education reimbursement for certifications, degrees, or professional development. Reimbursement amounts may fluctuate due to IRS limitations. We want you to grow as an expert and a leader and offer flexibility for you to take a course, complete a certification, or other professional growth and networking. We are committed to supporting your curiosity and sustaining a culture that prioritizes commitment to continuous professional development.
We work hard; we play hard. Kentro is committed to incorporating fun into every day. We dedicate funds for activities - virtual and in-person - e.g., we host happy hours, holiday events, fitness & wellness events, and annual celebrations. In alignment with our commitment to our communities, we also host and attend charity galas/events. We believe in appreciating your commitment and bu...