Intake Coordinator

This is a fully remote position, open to applicants in Colorado.

📋 Description

• Act as the primary point of contact for inquiries from new clients and facilitate their onboarding process.

• Gather, assess, and confirm the accuracy and completeness of client information.

• Input and maintain client records within internal systems.

• Oversee the onboarding steps and ensure that all necessary documentation is finalized.

• Guide clients through the intake process through effective communication.

• Work in collaboration with internal teams to ensure seamless transitions following onboarding.

• Keep digital records and files organized.

• Adhere to established protocols for data management and confidentiality.

• Provide general administrative assistance as required.

⛳️ Requirements

• High school diploma or its equivalent.

• Strong organizational skills and effective time management capabilities.

• Exceptional written and verbal communication abilities.

• High attention to detail and the capacity to manage sensitive information.

• Basic computer skills, including familiarity with spreadsheets and online systems.

• Ability to work independently while meeting deadlines.

• A reliable internet connection and an appropriate remote working setup.

• Previous experience in administrative support, customer service, or coordination roles is preferred.

• Experience with client onboarding or intake processes is preferred.

• Knowledge of CRM or data management systems is preferred.

🏝️ Benefits

• Flexible work schedule options.

• Opportunities for growth within the organization.

• Continuous support and training.

• A positive, mission-driven work environment.