Client Intake Specialist

Fairfax, VA
$25 per hour
Jun 25, 2022
Aug 18, 2022
Analyst, Research
Full Time
Client Intake Specialist (Non-student wage position - Part-Time) The George Mason University Mason Enterprise Center invites applications for a Client Intake Specialist. George Mason University has a strong institutional commitment to the achievement of excellence and diversity among its faculty and staff, and strongly encourages candidates to apply who will enrich Mason's academic and culturally inclusive environment.About the Position: The Client Intake Specialist is responsible for conducting the business client screening and supporting the training efforts including the state-wide COVID-19 response effort. This position will work closely with senior management and COVID-19 response team to support the intake process of the COVID-19 response. The Client Intake Specialist will help our clients to better understand the full potential of our SBDC counseling and training services. This position will support day-to-day activities of the client intake, help assure quality control, communicate frequently with the program manager, and aide in building and implementing online tools and resources for small businesses. The Client Intake Specialist will directly be in contact with clients and potential clients seeking SBDC services. The ideal candidate will be self-motivated, resourceful, and have strong interpersonal skills and impeccable communication skills. Responsibilities:Support business advising centers and provide assistance to center advising staff regarding all aspects of client life-cycle management: phone, email and online client intakes and triage;Make referrals to appropriate resources for clients/businesses;Respond to client inquiries; monitor, document, and enter client impact; enter client data into Center IC (client management system); and ensure that clients complete necessary documentation and reporting;Aid in communicating intake updates to service centers in order to understand goals and priorities of the organization;Coordinating with the marketing team to promote COVID-19 related training events;Support COVID-19 related training events including registration and reporting and follow-up;Ensure accuracy of the data in Center IC;Interact with all levels of management, both internally and externally;Enter, modify and maintain accurate client files and records;Help research and compile data for statistical, financial, and programmatic reports; andOther tasks as assigned.Required Qualifications:Effective interpersonal skills;Experience working in customer service;Experience using Microsoft Word, Excel, PowerPoint;Demonstrated project management and time management, and performance skills;Ability to develop strong relationships and work with senior level managers;Very effective in written communications-technical, formal and informal;Effective verbal communications-one-on-one, on the phone and videoconferencing; andConfidentiality is critical for this role.Preferred Qualifications:Strong preference for small business or entrepreneurial experience.

For full consideration, applicants must apply at; complete and submit the online application; and upload a cover letter, resume, and a list of three professional references with contact information.

"Great Careers Begin at Mason! George Mason University is an innovative, entrepreneurial institution with national distinction in both academics and research. Mason holds a top U.S. News and World Report "Up and Coming" spot for national universities and is recognized for its global appeal and excellence in higher education.Mason is currently the largest and most diverse university in Virginia with students and faculty from all 50 states and over 135 countries studying in over 200 degree programs at campuses in Arlington, Fairfax and Prince William, as well as at learning locations across the commonwealth. Rooted in Mason's diversity is a campus culture that is both rewarding and exciting, work that is meaningful, and opportunities to both collaborate and create.If you are interested in joining the Mason family take a look at our current opportunities and catch some Mason spirit at!George Mason University, Where Innovation is Tradition."

George Mason University is an equal opportunity/affirmative action employer, committed to promoting inclusion and equity in its community. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any characteristic protected by law.

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