Success Coach, Caseworker

Jobtailor; Pittsburgh (Allegheny County); On-site; USD 42,000 - 62,000; Full time

Job summary

Jobtailor is seeking a dedicated case manager to assess client needs across housing, food, childcare, transportation, income, healthcare, technology, and financial assets. You will co-create individualized service plans with measurable actions and provide follow-up to ensure progress.

You will make warm referrals to community resources and support Catalyst for Economic Mobility participants, while maintaining up-to-date knowledge of local resources, eligibility, waitlists, and geography.

Qualifications

• Client needs assessment and service planning skills are essential.
• Ability to navigate community resources and coordinate referrals.
• Experience with motivational interviewing or strength-based coaching is desirable.

Responsibilities

• Conduct intake sessions to assess client needs across housing, food, childcare, transportation, income, healthcare, technology, and financial assets.
• Co-create individualized service plans with measurable client-owned action items.
• Provide follow-up and intentional conversations to review goal achievement.
• Make warm referrals to community resources, financial coaching, workforce development, and other supports.
• Provide support, monitoring, and coordination for Catalyst for Economic Mobility participants.
• Maintain current knowledge of local community resources and verify eligibility, waitlists, and geographic availability.
• Develop and maintain relationships with community partners and referral agencies.
• Support clients in navigating applications and systems when barriers require assistance.
• Complete program data entry for outcome tracking, reporting, and funder compliance.

Skills

Client Needs Assessment

Individualized Service Planning

Community Resource Navigation

Motivational Interviewing

Data Entry and Reporting

Case Documentation

Goal Achievement Tracking

Referral Coordination

Excellent Communication Skills

Organizational Skills

Cultural Sensitivity

Creativity

Patience

Education

Bachelor’s Degree (Preferred)

Job description

• Conduct intake sessions to assess client needs across housing, food, childcare, transportation, income, healthcare, technology, and financial assets
• Co-create individualized service plans with measurable client-owned action items
• Provide light-touch follow-up and intentional conversations to review goal achievement
• Make warm referrals to community resources, financial coaching, workforce development, and other supports
• Provide support, monitoring, and coordination for Catalyst for Economic Mobility participants
• Maintain current knowledge of local community resources and verify eligibility, waitlists, and geographic availability
• Develop and maintain relationships with community partners and referral agencies
• Support clients in navigating applications and systems when structural barriers require assistance
• Follow up on support provided
• Participate in coaching and strength-based-model training, including motivational interviewing
• Develop workshops and present to client cohorts
• Maintain accurate case notes, service plans, action items, referrals, and progress documentation
• Complete program data entry for outcome tracking, reporting, and funder compliance
• Participate in supervision, team meetings, case consultations, and professional development
• Maintain confidentiality and comply with ethical standards, data privacy requirements, and mandatory reporting laws

Requirements

• Creativity, innovation, curiosity, and patience
• Excellent spoken and written English
• Top-level organizational and communication skills
• Ability to work under strict deadlines
• Comfort inputting information into data systems
• Ability to work well as part of a team
• Sensitivity to cultural differences among diverse clients and staff
• Ability to work flexible hours
• Access to a vehicle is required
• Bachelor’s Degree a plus (preferred/optional)
• Prolonged periods sitting at a desk and working on a computer
• Ability to lift up to 25 pounds at times

Core Competencies

Demonstrates expertise in client assessment and individualized service planning, with a strong focus on community resource navigation and support. Proficient in maintaining accurate documentation and compliance with ethical standards while fostering relationships with diverse clients and community partners.

Highest-signal resume keywords

• Client Needs Assessment
• Individualized Service Planning
• Community Resource Navigation
• Motivational Interviewing
• Data Entry and Reporting

ATS Optimization Keywords

Hard Skills

• Case Documentation
• Program Data Entry
• Goal Achievement Tracking
• Service Plan Development
• Referral Coordination

Soft Skills

• Excellent Communication Skills
• Organizational Skills
• Creativity
• Patience
• Cultural Sensitivity

Certifications & Qualifications

• Bachelor’s Degree (Preferred)

Industry Keywords

• Community Resources
• Financial Coaching
• Workforce Development
• Client Support
• Ethical Standards