Intake Specialist/Case Manager

Compass Sf; San Francisco (CA); On-site; USD 100,000 - 125,000; Full time

Job summary

An established industry player is seeking a dedicated individual to join their team in supporting families facing homelessness. In this full-time role, you will work collaboratively to provide essential services and resources, ensuring families receive the guidance they need for self-sufficiency. You will engage directly with clients, assess their needs, and foster positive relationships while managing case files in a comprehensive database. This position offers a unique opportunity to make a tangible difference in the community, backed by a supportive organization committed to diversity and inclusion. If you're passionate about helping others and thrive in a collaborative environment, this is the perfect role for you.

Benefits

4 weeks of vacation

Paid holidays

Sick time

Family leave

Time off for education

Health insurance fully covered

Dental insurance fully covered

Vision insurance fully covered

Retirement contribution after one year

Membership in OPEIU/Local 29 union

Qualifications

• Experience with homeless families and trauma-informed care is essential.
• Strong computer skills, especially in Microsoft and Salesforce.

Responsibilities

• Support family flow and direct them to appropriate programs.
• Maintain client information in Salesforce and provide ongoing case management.

Skills

Understanding of issues facing homeless families

Trauma-informed care

Ability to assess and de-escalate situations

Strong computer skills

Commitment to diversity, equity, inclusion

Tools

Salesforce

Microsoft Outlook

Microsoft Word

Microsoft Excel

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: Compass Family Resource Center (CFRC) offers a comprehensive set of trauma-informed services that support family well-being. Homeless and at-risk families can access support services at our Drop-in Center at 37 Grove and get connected with parenting education, support groups, case management, childcare, workforce services, and Central City Access Point.

Compensation: $26-30 hourly

Schedule: Full time (37.5 hours per week), Monday - Friday, 9am - 5pm

Organizational Core Competencies: Accountable I Adaptable I Client-centered I Collaborative I Committed to Diversity, Equity, Inclusion, and Belonging I Resourceful

Responsibilities:

• Work collaboratively with the team to support family flow into the building and ensure that families are being directed to appropriate programs and staff.
• Screen clients, using our Navigation Form, to determine eligibility for different internal/external programs. Provide community referrals as needed.
• Connect families with essential goods (food, diapers, clothing).
• Provide guidance to interns and volunteers on programming options and delivery.
• Maintain and upload up-to-date and thorough client information in our Salesforce database gathered from Navigation Forms.
• Maintain physical binders/record keeping of Navigation Forms and Reservation Lists for reference and quality assurance across the CFRC team.
• Support Co-Program Directors with assigning data entry to the CFRC team and ensure data is being entered in a timely manner.
• Develop positive relationships with families that foster connection, support, and trust.
• Partner with families to develop short and long term goals related to self-sufficiency and well-being goals.
• Provide ongoing case management for up to 8 clients in addition to crisis intervention and referrals to services offered both within Compass and externally.
• Connect with families regularly through office visits, community appointments, and phone/email/text contact.
• Maintain accurate and up-to-date client files and promptly enter case notes, assessments, and service plans in Compass’ Salesforce database.

Qualifications:

• Understanding of issues facing homeless families, and trauma-informed care.
• Knowledge of San Francisco social service resources.
• Ability to assess and de-escalate potentially volatile situations.
• Strong computer skills with proficiency in Microsoft programs (Outlook, Word, Excel, etc.). Salesforce experience is a plus.
• Demonstrates 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 and Benefits:

• Salary range: $26 - $30 per hour, 7.5 hours per day / 37.5 hours per week. Non-exempt (hourly) role.
• Paid time off: 4 weeks of vacation your first year, 5 in your second. Also paid holidays, sick time, family leave, time off for education.
• 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.
• Membership in OPEIU/Local 29 union

Location & Covid Considerations:

• Work location: 37 Grove St, San Francisco. Fully on-site (NOT hybrid or remote)
• Covid vaccination required for all staff

To Apply: Please apply through our online application.