Remote Intake Operations Leader

Grand Valley State University

Grand Rapids (MI)

Hybrid

USD 55,000 - 75,000

Full time

10 days ago
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Benefits offered by this job

Medical insurance
Vision insurance
Dental insurance
Life insurance
Retirement contributions
Wellness resources
Tuition waiver

Job summary

Grand Valley State University is seeking a Centralized Client Intake Manager to transform our statewide intake model. You will lead a small team of Intake Specialists, ensure consistent front-end triage, and align processes with geography and expertise across the MI SBDC network.

The role blends high-level systems oversight—including AI integration and Salesforce/Google Workspace optimization—with hands-on supervision, scheduling, and ongoing program improvement.

Qualifications

  • Bachelor’s degree in relevant field or equivalent experience.
  • 2–3 years supervising staff and managing performance.
  • Experience managing operations, workflows, or intake systems.
  • Experience developing and maintaining SOPs.
  • 3+ years in high-volume customer-facing scheduling.
  • Excellent verbal and written communication; change-management.
  • Proficiency with digital productivity tools and quick learning.

Responsibilities

  • Lead and supervise a 3–5 person intake team; recruit and onboard.
  • Develop training materials and standardized scripts; triage logic.
  • Audit Salesforce data entry and notes for compliance.
  • Manage scheduling to ensure coverage; coordinate with consultants.
  • Own triage governance and matching process; escalate complex cases.
  • Oversee workflows to ensure uniform regional experiences.
  • Align tech stack (Salesforce, Google Workspace, Calendly, Slack).
  • Refine intake data extraction and AI tools; ensure data quality.
  • Track metrics and budget implications of intake operations.

Skills

Team leadership
Staff supervision
Operational management
SOP development
Customer intake operations
Communication
Technical literacy
Google Workspace / Microsoft 365
CRM systems (Salesforce / HubSpot)

Education

Bachelor's degree in Business Administration / Public Administration / Organizational Leadership

Tools

Salesforce
Google Workspace
Calendly
Slack

Job description

Grand Valley State University is seeking a Centralized Client Intake Manager to transform our statewide intake model. You will lead a small team of Intake Specialists, ensure consistent front-end triage, and align processes with geography and expertise across the MI SBDC network.

The role blends high-level systems oversight—including AI integration and Salesforce/Google Workspace optimization—with hands-on supervision, scheduling, and ongoing program improvement.

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