Workforce Navigator Steps for Success

Job Title: Workforce Navigator

Reports To: Program Manager (STEPS for Success)

SUMMARY

The Workforce Navigator is responsible for coordinating the development and implementation of each participant’s Individualized Goal Plan (IGP). This role also manages the delivery of wrap-around case management services for individuals and their household members, with a strong focus on workforce and career resources.

The Workforce Navigator provides instruction, coaching, and comprehensive case management support to STEPS for Success participants and community members. The role supports clients in building career development skills, improving job readiness, and accessing wrap-around services that promote long-term success.

In addition, the Workforce Navigator develops partnerships that create workforce opportunities and helps coordinate career services within the community. The mission of this role is to equip individuals with the tools, education, and resources needed to achieve economic mobility, maintain sustainable employment, strengthen financial stability, and receive personalized support throughout the case management process.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provide case management and support services for individuals and families. 
• Provide initial screening, assessments and intake procedures for assigned cases and referrals.
• Perform need and risk assessments, evaluate and analyze individual goal plans, complete proper documentation and follow through providing wrap-around support.
• Responsible for entering client progress notes, required monitoring data and follow-up details in the STEPS case management and Workforce-related systems.
• Administer necessary paperwork and data collection practices for documentation and measurement of program outcome goals. Maintain thorough records of client interactions and update data regularly.
• Support recruitment and full case management with wraparound services for clients.
• Develop personalized action plans and financial goals for clients.
• Assist in collecting and managing data for department and funder reports.
• Work collaboratively with the team and across departments to provide seamless service delivery for families and individuals.
• Coordinate and conduct job readiness and other workforce-related training courses, coaching or support.
• Create and maintain positive relationships with partners for job opportunities, job readiness resources, and workshop facilitation.
• Participate and complete training as determined in consultation with the STEPS Program Manager or Director of Programs and requirements of funders.  
• Develop an in-depth knowledge of community resources to support clients.
• Represent the organization at outreach opportunities and job fairs. 
• Perform clerical duties and generate monthly reports.
• Follow multiple grant guidelines for program operation and analysis.
• Operate within program budget guidelines.
• Other duties as assigned.

ACCOUNTABILITY

Customer Service, Recordkeeping, Technology and Systems 

SUPERVISORY RESPONSIBILITIES

This position does not have supervisory responsibilities. 

COMPETENCIES

To perform the job successfully, an individual should demonstrate the following competencies:

• Motivation & Initiative: Demonstrates strong commitment to the organization and its employees while maintaining high ethical and professional standards. Takes initiative and confidently assumes leadership responsibilities. Generates innovative ideas, remains achievement-oriented, and effectively influences others through strong persuasion and negotiation skills. 
• Administrative Skills: Demonstrates the ability to effectively organize, plan, and manage multiple tasks simultaneously. Pays close attention to important details with accuracy and efficiency, prioritizes work effectively, and establishes clear goals, tasks, and action plans. Anticipates potential challenges and evaluates alternative solutions to ensure successful outcomes.
• Interpersonal Style: Builds positive and effective relationships by interacting with others in an open, honest, and respectful manner. Demonstrates approachability and professionalism, listens attentively, and communicates ideas clearly and effectively. Maintains appropriate and productive communication with supervisors, colleagues, and direct reports while fostering a collaborative team environment. 
• Self-Management: Adapts quickly and effectively to changing situations and thrives in fast-paced environments with minimal supervision. Demonstrates reliability, dependability, and a strong results-oriented mindset while maintaining productivity and composure under pressure. Approaches challenges proactively and views problems as opportunities to develop innovative solutions. 
•  Thinking & Problem Solving, Judgment & Decision Making: Efficiently diagnoses problems by gathering sufficient information before making decisions or developing plans. Makes timely and informed decisions, quickly identifies the root cause of issues, and determines the information needed to resolve them effectively. Evaluates alternative solutions to achieve the best possible outcomes. 

Customer Focus: Demonstrates sensitivity and responsiveness to both internal and external customer needs while maintaining a strong focus on customer service and satisfaction. Maintains a positive attitude, listens attentively to customer concerns, and actively seeks effective solutions. Remains attentive and adaptable to the evolving needs and expectations of customers.

QUALIFICATIONS

Education/Experience

Associate’s degree required; bachelor’s degree preferred. 2-5 years of work experience in case management and workforce initiatives, customer service, social service or similar field. Non-profit experience is a plus. Excellent technology skills including MS Office applications. Familiar with standard concepts, practices, and procedures within a particular field. Relies on experience and judgment to plan and accomplish goals.

LANGUAGE SKILLS

 Ability to read, write, analyze, and interpret complex documents. Ability to respond effectively to sensitive inquiries or complaints. Ability to effectively communicate in English, Spanish proficiency preferred. 

MATHEMATICAL SKILLS

Ability to apply concepts.

REASONING ABILITY

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions and deal with several abstract and concrete variables.

COMPUTER SKILLS

To perform this job successfully, an individual should have a general knowledge of computers and security measures and a specific knowledge of database software; internet software; online forms protocol; and internet navigation. Proficient in Microsoft Office Suite and Outlook.

CERTIFICATION, LICENSES, REGISTRATIONS:

Mandatory Training Provided

CPR (Cardiopulmonary Resuscitation) 

First Aid Training 

AED (Automated External Defibrillator)

OTHER QUALIFICATIONS

• Ability to establish and sustain effective working relationships with a team, as well as external agencies and partners when required.
• Excellent verbal and written skills. 
• Excellent organizational and time management skills, as well as the ability to work independently.  
• Ability to follow specific processes consistently.  
• Skills in coordinating activities, evaluating data and establishing priorities.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel and reach with hands and arms. The employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 25 pounds and occasionally lift and/or move up to 50 pounds.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently exposed to outdoor weather conditions.

The noise level in the work environment is usually moderate.

Disclaimer: Job descriptions are not meant to be all-inclusive and the job itself is subject to change. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.