Intake Coordinator

Workforce Connections, Inc.; Eau Claire (WI); On-site; USD 42,000 - 48,000; Full time

Job summary

Workforce Connections, Inc. in Eau Claire, Wisconsin is seeking an Intake Coordinator to serve as the primary contact for individuals entering our programs.

You will manage intake, eligibility, enrollment, documentation, and orientation, ensuring timely and accurate access to services. You will work with Career Planners, Operations staff, and community partners to deliver a positive first experience while supporting efficient program operations.

Qualifications

• Associate degree preferred; other combinations may be considered.
• Experience in intake, eligibility determination, workforce development, human services, customer service, or administrative support preferred.
• Strong written, verbal, and interpersonal communication skills.

Responsibilities

• Coordinate participant intake, eligibility determination, enrollment, and program orientation.
• Gather, verify, and maintain required documentation for enrollment.
• Schedule participant appointments and referrals to staff and programs.
• Monitor intake timelines and help resolve barriers delaying enrollment.
• Maintain accurate participant records and ensure program compliance.
• Collaborate with Career Planners, Operations staff, and community partners for a seamless experience.
• Perform other duties consistent with the position.

Skills

Communication skills

Customer service

Organizational skills

Critical thinking

Problem solving

Multi-tasking

Education

Associate's degree or equivalent

Tools

Microsoft 365

Case management systems

Reporting platforms

Job description

At Workforce Connections, Inc. (WCI), we believe that meaningful work changes lives. As a nonprofit organization dedicated to connecting people, work, and training, we provide innovative workforce development, family support, education, and community-based services that empower individuals, strengthen families, support employers, and build thriving communities. Every member of our team plays an important role in creating opportunities, removing barriers, and helping people discover their purpose, passion, and potential.

Position Summary

The Intake Coordinator serves as the primary point of contact for individuals entering Workforce Connections programs. This position coordinates participant eligibility, enrollment, documentation, scheduling, and program orientation to ensure timely, accurate, and consistent access to services. Working collaboratively with participants, Career Planners, Operations staff, and community partners, the Intake Coordinator helps create a positive first experience while supporting efficient program operations.

Primary Responsibilities

• Coordinate participant intake, eligibility determination, enrollment, and program orientation.
• Gather, verify, and maintain required documentation to support accurate and timely enrollment.
• Schedule participant appointments and coordinate referrals to appropriate staff and programs.
• Monitor intake timelines and help resolve barriers that delay participant enrollment.
• Maintain accurate participant records and ensure compliance with program requirements and organizational policies.
• Collaborate with Career Planners, Operations staff, and community partners to provide a seamless participant experience.
• Perform other duties consistent with the responsibilities of the position.

Qualifications

Education & Experience

• Associate's degree in human services, business, customer service, education, or a related field preferred. Equivalent combinations of education and experience may be considered.
• Experience in participant intake, eligibility determination, workforce development, human services, customer service, or administrative support preferred.

Knowledge & Skills

• Strong written, verbal, and interpersonal communication skills.
• Excellent customer service, organizational, critical thinking, and problem-solving abilities.
• Ability to gather and verify information, manage multiple priorities, and communicate effectively with participants, coworkers, and community partners.

Technology

• Proficiency with Microsoft 365 and the ability to learn agency software, case management systems, reporting platforms, and other position-specific applications..

Other Requirements

• Must obtain Wisconsin Financial and Employment Planner (FEP) certification within the required timeframe and maintain certification throughout employment.
• Ability to maintain confidentiality, exercise sound judgment, and travel as needed to perform the essential functions of the position.

Why Join Workforce Connections?

At Workforce Connections, our work changes lives. Every day, our team helps individuals and families build employment, financial stability, and opportunity while strengthening employers and the communities we serve. If you're looking for a career where your work has purpose and your contributions make a meaningful difference, we'd love to hear from you. Workforce Connections, Inc. is an Equal Opportunity Employer.