APEX Intake Coordinator

Description

Job Summary:

The APEX Accelerator Intake Coordinator is responsible for managing the intake process for new clients seeking assistance from the APEX Accelerator program. This role involves assessing client needs, guiding them through the onboarding process, assisting with registrations and certifications, ensuring they are connected with appropriate resources and support. The Intake Coordinator plays a key role in maintaining client relationships and ensuring a smooth transition into the program.

Principal Duties and Responsibilities:

 Client Intake Management:

· Serve as the primary point of contact for prospective clients seeking services from the APEX Accelerator program.

· Conduct initial assessments to determine the needs and eligibility of clients for program services.

· Collect and review necessary documentation and information from clients to complete the intake process.

Onboarding and Orientation:

· Guide new clients through the onboarding process, explaining program services, requirements, and expectations.

· Provide orientation sessions or materials to ensure clients understand how to access and utilize program resources effectively.

Client Support:

· Address client inquiries and provide assistance with the application process, program requirements, and service delivery.

· Maintain regular communication with clients to ensure their needs are met and to provide updates on their progress.

Data Management:

· Enter and update client information in the program’s database or CRM system, ensuring accuracy and confidentiality.

· Track and report on intake metrics, client interactions, and service outcomes.

Collaboration and Coordination:

· Work closely with program staff, business advisors, and other team members to coordinate client services and referrals.

· Ensure clients are connected with appropriate program resources, workshops, or advisors based on their needs.

Process Improvement:

· Identify opportunities to enhance the intake process and client experience, providing feedback and recommendations for improvements.

· Develop and maintain intake procedures and documentation to ensure consistency and efficiency.

Compliance and Reporting:

· Ensure all client interactions and data management practices comply with program policies and regulations.

· Prepare and submit reports on intake activities, client feedback, and program performance as required.

Requirements

Minimum Qualifications and Skills:

· Bachelor’s degree in Business Administration, Social Sciences, Communications, or a related field.

· Proven experience in client intake, customer service, or administrative support, preferably within a similar program or industry.

· Strong organizational skills and attention to detail, with the ability to manage multiple tasks and prioritize effectively.

· Excellent communication and interpersonal skills, with the ability to build rapport and maintain professional relationships with clients.

· Proficiency in Microsoft Office Suite and familiarity with database or CRM systems.

Preferred Skills:

· Knowledge of government contracting and grant processes.

· Experience working with small businesses or in a business development role.

· Familiarity with intake and case management procedures.

Special Job Considerations:

· This position may require occasional travel for meetings or events.

· Standard office hours with potential flexibility needed to accommodate client schedules and program needs.