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Remote Intake Assessment Jobs in Wisconsin (NOW HIRING)

$183K - $200K/yr

Own a single intake path for telemetry and analytics requests across Product, Finance, CS, Rev Ops ... Lead and develop a team based in India, including talent assessment, performance, career paths, and ...

New

$183K - $200K/yr

Own a single intake path for telemetry and analytics requests across Product, Finance, CS, Rev Ops ... Lead and develop a team based in India, including talent assessment, performance, career paths, and ...

New

Allow WellQor to handle credentialing, billing, client intake, marketing, customer service, and ... Through strong partnerships with progressive senior living communities, our clinicians assess and ...

Allow WellQor to handle credentialing, billing, client intake, marketing, customer service, and ... Through strong partnerships with progressive senior living communities, our clinicians assess and ...

Remote Intake Assessment information

What is a remote intake assessment?

A Remote Intake Assessment is an initial evaluation conducted virtually, often by phone or video call, to gather key information about a client or patient. This process is commonly used in healthcare, counseling, or social services to determine the needs, background, and appropriate next steps for individuals seeking assistance. It allows organizations to efficiently screen and triage clients before providing further services, all without requiring in-person meetings. Remote Intake Assessments are especially valuable for improving accessibility and reducing wait times.

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

To excel as a Remote Intake Assessment Specialist, you need strong assessment, interviewing, and documentation skills, often supported by a background in social work, counseling, or healthcare. Familiarity with telehealth platforms, electronic case management systems, and secure data handling is typically required. Outstanding interpersonal communication, empathy, and active listening help build rapport and accurately understand client needs. These competencies ensure accurate assessments, effective client engagement, and compliance with privacy regulations in a remote environment.

What are some common challenges faced by professionals in remote intake assessment roles, and how can they be addressed?

Professionals in Remote Intake Assessment roles often encounter challenges such as establishing rapport with clients virtually, managing technology issues, and ensuring thorough data collection without face-to-face interaction. To address these, it’s important to use clear communication techniques, maintain a reliable internet connection, and leverage digital tools for documentation. Regular collaboration with team members and ongoing training in tele-assessment best practices can also help maintain high-quality service and client engagement.

What is the difference between Remote Intake Assessment vs Remote Patient Coordinator?

AspectRemote Intake AssessmentRemote Patient Coordinator
CredentialsTypically requires healthcare-related certifications or trainingUsually requires healthcare administration or customer service experience
Work EnvironmentConducted remotely, often via phone or video callsRemote, managing patient scheduling and communication
Employer & IndustryHealthcare providers, telehealth companiesHospitals, clinics, telehealth services
Search & Comparison IntentUnderstanding initial patient assessment rolesManaging patient flow and communication

Remote Intake Assessments focus on evaluating patient needs remotely, often requiring healthcare certifications. Remote Patient Coordinators handle scheduling and communication, with a broader administrative role. Both roles are remote and healthcare-related but differ in responsibilities and credentials.

What are the most commonly searched types of Intake Assessment jobs in Wisconsin?

The most popular types of Intake Assessment jobs in Wisconsin are:

What are popular job titles related to Remote Intake Assessment jobs in Wisconsin?

For Remote Intake Assessment jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Remote Intake Assessment jobs in Wisconsin look for?

The top searched job categories for Remote Intake Assessment jobs in Wisconsin are:

Infographic showing various Remote Intake Assessment job openings in Wisconsin as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution.

Principal IT Project Manager

Madison, WI • On-site, Remote

Wisconsin Foundation and Alumni Association
Colleges, Universities, and Professional Schools • 201 - 500 employees

$99K - $117K/yr

Full-time

Re-posted 29 days ago


Job description

The Wisconsin Foundation and Alumni Association (WFAA)*, the private fundraising and alumni relations organization for UW-Madison, is seeking an experienced Principal IT Project Manager to join our Project Portfolio Planning and Management Office (P3MO). This senior-level role combines hands-on delivery of complex IT projects with organizational responsibility for defining and advancing the enterprise’s project management methodology and standards. Reporting to the P3MO Manager, the Principal IT Project Manager serves as a functional authority on how projects are managed across the IT organization, setting PM standards, driving continuous improvement, and mentoring project managers across the team. PMP certification and experience building or maturing a PM practice are strongly preferred.

The Principal IT Project Manager contributes deep IT project delivery experience and project management methodology expertise to the Project Portfolio Planning and Management Office. This role provides functional leadership for how project management is practiced across the organization by owning the PMO methodology framework, setting standards, and continuously improving how projects are initiated, executed, and closed. In close partnership with the PMO Manager, the Principal IT Project Manager helps ensure portfolio projects are supported by a disciplined, consistent delivery practice.

If you are passionate about elevating the discipline of project management and driving delivery excellence through structured, consistent practices and emerging AI-assisted tools, please apply!

Please note: This position can be hired as hybrid or 100% remote for the right experience level. Remote candidates must reside in the following states to be considered: Arizona, Colorado, Illinois, Iowa, Kentucky, Minnesota, Nebraska, New Mexico, New York, Texas, and Wisconsin. 

Who is WFAA?
The Wisconsin Foundation and Alumni Association is a private, nonprofit corporation that encourages individuals and organizations to make gifts to the university and to connect with the UW. In 2014, the UW Foundation merged with the Wisconsin Alumni Association® to better serve a growing population of UW alumni and donors. We believe that private support grows out of good relationships between campus leaders, faculty, and program staff who need support, and the alumni and friends who want to invest in UW–Madison. We provide important engagement opportunities to link UW–Madison alumni to each other and to their alma mater, building a strong community of Badgers.

Diversity and Inclusion:

Just as the university community benefits from differing viewpoints, perspectives, and experiences, inclusion and diversity are imperative for the success of our mission. WFAA values people and the differences that they bring to the organization, and creates an environment in which all staff members and constituents feel respected and have opportunities to thrive. 


PMO Standards, Methodology & Governance 

  • Methodology Ownership: Define, own, and maintain the organization’s project management methodology, selecting and tailoring frameworks (Agile, Waterfall, Hybrid, Kanban) to organizational context and project type.
  • Governance & Intake: Establish and enforce PMO governance processes including project intake, stage-gate reviews, and escalation paths.
  • Standards Library: Develop, publish, and maintain a comprehensive library of PM standards, templates, playbooks, and toolkits (charters, RAID logs, status reports, lessons learned, etc.).
  • Project Classification: Define and operationalize project classification tiers (e.g., small/medium/large/transformational) with associated methodology and oversight requirements.
  • PMO Maturity: Lead periodic PMO maturity assessments and develop roadmaps to advance organizational project management capability.
  • Metrics & KPIs: Establish metrics and KPIs for project performance and PMO effectiveness; report findings to senior leadership.
  • Mentoring: Serve as a mentor and go-to resource for project managers at all levels, providing guidance on methodology application, PM standards, and stakeholder management.
  • Competency Frameworks: Develop PM competency frameworks and reference materials that support consistent standards adoption across the team.
  • Industry Currency: Stay current with industry trends (PMI, Agile Alliance, Gartner) and proactively recommend methodology updates.

IT Project Management 

  • Project Delivery: Manage a portfolio of complex, high-visibility IT projects from initiation through closure, ensuring delivery on time, within scope, and within budget.
  • Stakeholder Alignment: Collaborate with senior leadership and stakeholders to define project objectives, gather requirements, and align projects to strategic business goals.
  • Team Leadership: Lead cross-functional project teams through design, development, testing, and implementation phases.
  • Risk & Change Management: Identify, assess, and actively manage risks, issues, dependencies, and change requests across all assigned projects.
  • Documentation & Communication: Maintain comprehensive project documentation and deliver clear, concise status communications to stakeholders at all levels.
  • Role Flexibility: Flex into Product Owner, Scrum Master, or Business Analyst roles as project needs require.

PMO Tools, Processes & Continuous Improvement 

  • Tooling Strategy: Own the selection, configuration, and adoption strategy for PMO tooling (Jira, Workfront, MS Project, Power BI dashboards, etc.).
  • Reporting Frameworks: Develop standardized reporting frameworks and portfolio dashboards for executive and operational audiences.
  • AI & Automation: Actively identify opportunities to apply AI tools and AI-assisted PMO tooling capabilities to automate the production and distribution of PM artifacts, reduce administrative burden, and enhance project delivery through intelligent scheduling, risk flagging, resource forecasting, and stakeholder communication — incorporating proven approaches into PMO standards.
  • Lessons Learned: Lead lessons-learned programs and translate insights into actionable process improvements embedded in PMO standards.
  • Continuous Improvement Culture: Champion a culture of continuous improvement, data-driven decision-making, and delivery excellence across the project management community.

Stakeholder Engagement & Executive Partnership

  • Relationship Building: Build and sustain trusted relationships with IT leadership, business unit leaders, and executive sponsors.
  • Advisory Role: Serve as a key advisor to leadership on project delivery risks, resource capacity, and methodology effectiveness.
  • Communication: Communicate complex project and portfolio information clearly to both technical and non-technical audiences.

Required Qualifications:

  • Bachelor’s degree in Information Technology, Project Management, Business Administration, or equivalent experience.
  • 10 + years of progressive IT project management experience, with at least 3 + years in a lead, principal, or PMO-level capacity.
  • Demonstrated experience building or maturing a PMO or PM practice, including methodology design and standards implementation.
  • Proven track record delivering complex, enterprise-scale IT projects with measurable business impact.
  • Expert-level command of multiple project management methodologies: Agile, Scrum, Kanban, SAFe, Waterfall, and Hybrid approaches.
  • Proficiency in PMO tooling including Jira, Workfront, MS Project, Microsoft Teams, SharePoint, and portfolio/reporting dashboards.
  • Strong understanding of SDLC, IT infrastructure, and enterprise systems (CRM, ERP, Financial Reporting platforms preferred).
  • Experience developing PM standards, templates, playbooks, and governance frameworks.
  • Exceptional leadership, influence, and facilitation skills; able to drive alignment across diverse, cross-functional stakeholders without direct authority.
  • Strong coaching and mentoring capabilities with a focus on elevating peers’ application of PM methodology and standards.
  • Excellent written and verbal communication skills, including executive-level presentation and reporting.
  • High analytical aptitude; able to synthesize data and translate insights into strategic recommendations. Comfortable managing ambiguity, competing priorities, and organizational change.

Other Qualifications:

  • Preferred Certifications:
    • Project Management: PMP (Project Management Professional), PRINCE2 Practitioner, PMI-PBA (Business Analysis)
    • Agile & Delivery: CSM / A-CSM (Scrum Master), PMI-ACP (Agile Certified Practitioner), SAFe Program Consultant (SPC)