Intake Specialist

Compass Sf; San Francisco (CA); On-site; USD 52,650 - 60,450; Full time

Benefits offered by this job

Vacation days (4–5 weeks)

Paid holidays

Health insurance

Dental & vision insurance

Retirement plan

Union membership

On-site location

Job summary

Compass Family Services in San Francisco is seeking an Intake Specialist for the Compass Family Resource Center. The role conducts initial intakes with families, determines program eligibility, and provides referrals to services within Compass and the community.

You will work on-site at 37 Grove St, Monday–Friday 9 am–5 pm, with a focus on trauma-informed care, accurate record-keeping in Salesforce, and mentoring interns.

Qualifications

• Understanding of trauma-informed care and issues facing homeless families.
• Knowledge of San Francisco social service resources.
• Experience in crisis situations with de-escalation abilities.
• Proficiency in Microsoft Office; Salesforce experience is a plus.
• Outstanding work habits: communication, reliability, teamwork, organization.
• Commitment to diversity, equity, inclusion and belonging.
• Able to lift at least 25 pounds.

Responsibilities

• Welcome families on arrival; conduct initial assessments and explain available services within Compass and the community.
• Screen for eligibility across programs; complete Navigation Forms during drop-in intakes; refer to resources.
• Collaborate with Office Manager/Receptionist to maintain smooth family flow and direct to appropriate programs.
• Train and mentor interns and volunteers on intake procedures and best practices.
• Work with colleagues to assess emerging needs and update resources accordingly.
• Maintain accurate records in Compass Salesforce database; ensure data quality and compliance.
• Organize and manage client records to support consistency and QA.
• Support Distribution Center ops including inventory management, restocking, and volunteer support for basic needs.

Skills

Trauma-informed care

Knowledge of SF social services

Crisis de-escalation

MS Office proficiency

Salesforce experience (plus)

Strong communication

Commitment to DEI & belonging

Lift up to 25 lbs

Tools

Microsoft Office

Salesforce CRM

Job description

About the organization

Compass Family Services is a 100+ year old nonprofit working on the front lines of San Francisco’s homeless crisis. We provide families experiencing or at risk of homelessness with comprehensive support to address immediate needs and ensure long-term success.

About the team

The Intake Specialist is part of the Compass Family Resource Center team. The Resource Center supports homeless and at‑risk families through access to basic goods (diapers, food, clothing), service referrals, case management, job search support, drop‑in childcare, and family‑centered support groups and classes.

Compensation

$27 - $31 hourly

Schedule

Monday - Friday, 9 am - 5 pm

Location

37 Grove St, San Francisco

Organizational Core Competencies

• Accountable
• Adaptable
• Client‑centered
• Collaborative
• Committed to Diversity, Equity, Inclusion, and Belonging
• Resourceful

Responsibilities

The Intake Specialist will spend most of their time conducting initial intake interviews with families who come to Compass’ office in need of support. During the intake, they determine which programs families are eligible for and provide families with information and referrals. They also work closely with the rest of the Family Resource Center team to ensure that the Center is running smoothly.

Specific responsibilities include:

• Welcome families as they arrive at Compass Family Services. Conduct initial assessment to understand their needs, provide information about available services, and guide them through their options within Compass Family Services and in the community.
• Screen families for eligibility across various programs, complete Navigation Forms during drop‑in intakes, and provide direct referrals to connect families to resources.
• Collaborate with Office Manager/Receptionist to maintain smooth family flow within the building, ensuring they are directed to the appropriate program.
• Train and mentor interns and volunteers on intake and drop‑in best practices and protocols for family service delivery.
• Work closely with colleagues to assess emerging family needs, identify trends and maintain updated resources and information.
• Ensure accurate, up‑to‑date records gathered through Navigation Forms, other documents as applicable in Compass’ Salesforce database, adhering to best practices in data management.
• Organize and manage client records/information to support consistency and quality assurance across the team.
• Support Distribution Center operations including inventory management, restocking, volunteer support, and distribution of basic needs items such as food, diapers, baby wipes, and hygiene products.

Qualifications

• Understanding of trauma‑informed care and issues facing homeless families.
• Knowledge of San Francisco social service resources.
• Experience working in crisis situations; ability to assess and de‑escalate situations quickly.
• Strong computer skills with proficiency in Microsoft programs (Outlook, Word, Excel, etc.). Salesforce experience is a plus.
• Outstanding work habits: strong communication skills, reliable, team‑oriented, organized.
• Demonstrated commitment to diversity, equity, inclusion and belonging work.
• Able to lift at least 25 pounds (essential for working with a team to handle diaper/food/clothing deliveries).

Compensation, Benefits and Location

• Salary range: $27 - $31 per hour, 7.5 hours per day / 37.5 hours per week. Non‑exempt.
• Paid time off: 4 weeks of vacation your first year, 5 in your second. Also paid holidays, sick time, family leave.
• Insurance: health, dental and vision insurance are fully covered by Compass for employees and dependent children. We also provide long term disability and life insurance.
• Retirement: after one year of work, Compass contributes an amount equal to 5% of your salary into a retirement account; this vests during years 2-6.
• Location: 37 Grove St, San Francisco. Fully on site, no remote days.
• Membership in OPEIU/Local 29 union.

To Apply

Please apply through our online application. No phone calls, please.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. We are an equal opportunity employer and actively seek to recruit a diverse workforce. Compass embraces the idea that Diversity, Equity, Inclusion and Belonging contribute to the success of our underserved communities, and therefore to shared prosperity in our city and region. Compass Family Services is committed to the continuous work of implementing specific actions that will disrupt systemic prejudice and improve equity across programs and departments, to become an example to partners who also believe in a culture of inclusion that leverages diversity.

Consistent with the Americans with Disabilities Act and California civil rights law, Compass Family Services will provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for the agency. Requests for reasonable accommodation apply to all aspects of the hiring process. If reasonable accommodation is needed, please use the answer box for the final question of the job application to let us know.