Intake Manager

Novel Technology Services is looking for a dedicated and detail-oriented Intake Manager to enhance our client onboarding processes and ensure smooth communication between our stakeholders and clients. This role requires strong organizational skills and a commitment to providing excellent customer service to facilitate our operations effectively.

Responsibilities

• Oversee the intake process for all incoming client requests, ensuring timely and effective communication.
• Gather information and documentation from clients necessary for onboarding and fulfillment.
• Collaborate with internal teams to define service requirements and translate client needs into actionable tasks.
• Develop and maintain intake workflows, ensuring continuous improvement and best practices.
• Provide training and support to team members on intake processes and tools.
• Monitor and report on intake metrics, including volume, quality of submissions, and response times.
• Act as the primary point of contact for clients during the intake phase, addressing questions and concerns promptly.
• Assist in the development of onboarding materials and resources to enhance client experience.
• Implement client feedback to improve the intake and onboarding processes.

Requirements

• Bachelor's degree in Business Administration, Management, or a related field preferred.
• 3+ years of experience in client intake, onboarding, or similar customer-facing roles.
• Strong organizational and multitasking skills with a keen attention to detail.
• Excellent communication skills, both written and verbal, to interact effectively with clients and internal stakeholders.
• Proficiency in CRM systems and Microsoft Office Suite.
• Ability to work in a fast-paced environment and manage competing priorities.
• Demonstrated problem-solving capabilities and a focus on customer service excellence.
• Willingness to continuously improve processes and embrace change.
• Fluency in English; additional languages are a plus.

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)