Smart Optimal Solutions Coach/Case Manager

East Bay Community Action Program; East Providence (RI); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Health insurance (BCBSRI)

Dental insurance (Delta Dental)

Vision insurance (Delta Dental)

403(b) retirement plan match

Job summary

East Bay Community Action Program (EBCAP) seeks a Smart Optimal Solutions Coach to provide one-on-one assessments and ongoing case management for LIHEAP participants. You will help clients set goals, improve financial stability, and connect with community resources and workforce opportunities.

The role links EBCAP with partners and participants, supporting outreach, workshops, and data tracking to ensure effective service delivery and program improvement.

Qualifications

• Bachelor's Degree in Human Services or related field preferred.
• High School Diploma or GED with equivalent relevant experience will be considered.
• Experience in case management, community services, social services, workforce development, financial education, or related fields is valued.

Responsibilities

• Conduct comprehensive assessments and provide individualized case management to eligible households.
• Support clients with energy conservation education, financial literacy guidance, and workforce development referrals.
• Build relationships with clients using a strengths-based, client-centered approach.
• Coordinate referrals with internal programs and external partners.
• Assist clients with LIHEAP eligibility and related service applications.
• Monitor progress, follow-up, and update service plans as goals evolve.
• Maintain accurate case documentation and data entry.

Skills

Interpersonal skills

Communication

Empathy

Organization

Time management

Data entry

Collaboration

Workshop facilitation

Problem-solving

Education

Bachelor's Degree in Human Services

High School Diploma or GED

Job description

Smart Optimal Solutions Coach/Case Manager

Application Deadline: 2 October 2026

Department: Heating & Energy

Employment Type: Full Time

Location: East Providence - Bullocks

Reporting To: Kristen Ryan

Compensation: $23.00 / hour

Description

Are you passionate about helping people achieve stability, build confidence, and access the resources they need to thrive? Join East Bay Community Action Program (EBCAP) as a Smart Optimal Solutions (SOS) Coach and play a meaningful role in supporting individuals and families on their path toward self-sufficiency. In this rewarding position, you'll provide personalized coaching, connect clients with valuable community resources, and help create positive outcomes that strengthen our communities.

As a Smart Optimal Solutions Coach, you will work closely with participants in the LIHEAP Program, providing one-on-one assessments, ongoing case management, and personalized support. You'll help individuals and families identify goals, improve financial stability, learn energy-saving practices, and connect with workforce development opportunities and other community resources.

This position also serves as an important link between EBCAP, community partners, and participants by supporting outreach efforts, developing educational workshops, tracking program data, and helping ensure services are delivered effectively and efficiently.

Key Responsibilities

• Conduct comprehensive assessments and provide individualized case management services to eligible households.
• Support clients with energy conservation education, financial literacy guidance, and workforce development referrals.
• Build strong relationships with clients while maintaining a strengths-based, person-centered approach.
• Coordinate services and referrals with internal programs and external community partners.
• Assist individuals with resource eligibility determination and support the application process for LIHEAP and related services.
• Monitor client progress, conduct follow-up activities, and update service plans as goals evolve.
• Maintain accurate, complete, and timely case documentation and data entry.
• Prepare reports, statistics, and program-related documentation as required.
• Develop and facilitate workshops and educational opportunities for participants.
• Represent the agency at community outreach events and monthly DHS meetings.
• Collaborate with program leadership on quarterly reporting and program improvement initiatives.
• Participate in trainings, team meetings, and professional development opportunities.
• Perform additional duties as needed to support program success.

Skills, Knowledge & Expertise

We are looking for someone who brings:

• Strong interpersonal and relationship-building skills.
• Excellent communication and active listening abilities.
• A compassionate, non-judgmental, and strengths-based approach to client support.
• Organization and time management skills with attention to detail.
• Ability to manage multiple priorities while maintaining accurate documentation.
• Data entry and reporting proficiency.
• Collaboration skills and the ability to work effectively with diverse teams and community partners.
• Workshop facilitation and presentation skills.
• Problem-solving and resource navigation abilities.

• Bachelor's Degree in Human Services or a related field preferred.
• High School Diploma or GED with equivalent relevant experience will also be considered.
• Experience in case management, community services, social services, workforce development, financial education, or related fields is highly valued.

• Understanding of strengths-based and culturally responsive client engagement practices.
• Knowledge of community resources, social service systems, and available support programs.
• Ability to connect individuals and families with services that best meet their needs.

• Ability to travel between program sites and community locations.
• Ability to establish trust with clients while maintaining professional boundaries.
• Ability to collaborate effectively across programs and service providers.
• Ability to complete assessments, coordinate referrals, and monitor client outcomes.

Physical Requirements

This role requires a combination of office-based and community-based activities. Candidates should be able to:

• Travel to various locations as needed.
• Stand, walk, bend, kneel, reach, climb stairs, and move throughout community settings.
• Lift and carry up to 25 pounds using proper lifting techniques.
• Operate standard office equipment, including computers and printers.
• Communicate effectively with clients, staff, and community partners.

Job Benefits

For Full-Time Employees Working 30-40 hours per week, EBCAP offers:

• Subsidized, comprehensive medical (BCBSRI) and dental (Delta Dental) insurance plans
• Supplemental vision insurance (Delta Dental)
• Voluntary medical and dependent care flexible spending accounts
• Up to 3% matching 403(b) retirement plan
• Employer-paid life insurance
• Generous paid time off including vacation, holidays, personal days, and sick time
• Mileage reimbursement
• Tuition reimbursement
• Employer-paid professional development
• Employee assistance program