What are the responsibilities and job description for the Intake & Data Coordinator position at Annie Malone Children & Family Services?
Job Summary:
The Intake & Data Coordinator at Annie Malone Children & Family Services plays a vital role in ensuring the efficient intake and data management processes for the organization's programs and services. This position requires a detail-oriented individual who can manage client information with sensitivity and accuracy, while also actively promoting and enrolling clients into our programs to meet intake metrics. The successful candidate must be comfortable using Salesforce or a comparable CRM system, with the ability to "sell" and close program admissions, ensuring that clients receive timely and appropriate services. This position involves a paperless intake process and requires an outgoing attitude, passion for social services, and community involvement.
Key Responsibilities:
-
Client Intake and Assessment:
- Conduct initial intake assessments for clients and families seeking services.
- Gather essential information, including demographics, medical history, and social background.
- Collaborate with other team members to ensure clients are matched with the appropriate services.
- Actively engage with potential clients, "sell" the programs offered by the organization, and close admissions to meet program intake metrics.
-
Data Entry and Management:
- Maintain accurate and up-to-date client records in the organization's database.
- Enter client information, service details, and case notes into Salesforce or another CRM system promptly.
- Ensure data integrity and confidentiality of client records.
- Monitor and manage intake data to meet program targets and ensure compliance with organizational goals.
-
Reporting and Analysis:
- Generate reports and dashboards to track and analyze program outcomes.
- Assist in evaluating program effectiveness based on data trends.
- Identify areas for improvement and make data-driven recommendations.
-
Compliance and Documentation:
- Ensure compliance with all relevant regulations and standards in data management.
- Maintain documentation related to client interactions and services provided.
- Assist in audits and data quality assurance processes to ensure compliance with relevant laws and organizational policies.
-
Communication and Collaboration:
- Collaborate with program managers, social workers, and other staff to coordinate services.
- Communicate effectively with clients, families, and external agencies as needed.
- Attend team meetings and provide updates on intake and data-related matters.
- Actively participate in community outreach efforts to promote the agency's programs and services.
Qualifications:
- Bachelor's degree in social work, psychology, or a related field (or equivalent experience).
- Comfortability and experience with Salesforce or a comparable CRM system for data entry, reporting, and program tracking.
- Strong organizational and data management skills.
- Ability to "sell" and close program admissions to meet intake targets.
- Excellent attention to detail and ability to maintain confidentiality.
- Effective communication and interpersonal skills.
- Knowledge of child and family services and relevant regulations is a plus.
- Outgoing attitude, passion for social services, and community involvement is preferred.
Additional Requirements:
- No phone calls, please. Only complete applications will be considered for employment. Applications can be completed at www.anniemalone.com.
Equal Opportunity Employer/Disability/Veterans
Annie Malone Children and Family Service Center provides equal employment and social service opportunity to all regardless of race, color, sex, national origin, ability, gender, gender identity, gender expression, or sexual orientation.
