Workforce Intake Assistant

Madison Strategies Group; Tulsa (OK); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Health insurance

401k

Generous paid time off

Job summary

Madison Strategies Group in Tulsa, Oklahoma, is seeking a full-time Workforce Intake Assistant to enhance the customer experience. This role involves guiding applicants through the intake process and requires strong customer service abilities. Candidates should be detail-oriented and tech-savvy, capable of managing multiple tasks efficiently.

The ideal candidate will greet applicants, schedule appointments, and maintain accurate records. Madison Strategies Group offers a comprehensive benefits package, including health insurance and paid time off.

Qualifications

• One or more years of customer service, receptionist, or administrative assistant experience.
• Outstanding customer service skills in person and via phone.
• Strong experience with MS Office, Excel, and Google Suite.

Responsibilities

• Greet and provide a welcoming environment to applicants and visitors.
• Contact prospective customers to share program details and answer questions.
• Schedule appointments for orientation and interviews.

Skills

Customer service skills

Administrative skills

MS Office proficiency

Multi-tasking ability

Education

High School Diploma

Associate or Bachelor's degree

Tools

Salesforce

Google Sheets

Job description

Workforce Intake Assistant. The Workforce Intake Assistant provides a positive and encouraging first impression to all customers both on the phone and in person. If you thrive on personal interactions, providing best‑in‑class customer service and enjoying a collaborative work environment, this position may be a great fit for you. Madison Strategies Group is focused on quality customer service and we are looking for a friendly, organized and professional individual to fill this role. This position is often promoted within our organization and is a great way to begin a career with Madison Strategies Group.

This position’s main responsibilities include guiding applicants through the WorkAdvance program orientation and intake process, contacting program leads, and scheduling appointments. In addition, this role will support orientation and intake activities for other MSG programs as needed. The ideal candidate will be tech‑savvy and detail‑oriented, have excellent customer service skills, and be skilled at managing multiple priorities and handling interruptions throughout the day.

Responsibilities

• Greet and provide a welcoming environment to a diverse group of applicants, customers, and visitors
• Contact prospective customers via phone, text, and email to share program details and answer questions
• Schedule program applicants for orientation and interview appointments using online scheduling software through Salesforce
• Guide applicants through the full intake process, including form completion and administering computer‑based and hands‑on assessments
• Deliver weekly program orientations to small groups
• Maintain up‑to‑date and accurate applicant records in Salesforce and Google Sheets daily
• Report on completed outreach and intake activities, upcoming priorities, and overall intake progress
• Organize and maintain physical and digital intake documents, including filing, copying, and recommending process improvements to support efficiency and accuracy
• Participate in team meetings to review processes, share updates, and support continuous improvement

Qualifications

• High School Diploma required (Associate or Bachelor's degree a plus)
• One or more years of customer service, receptionist, or administrative assistant experience
• Call Center or Inside Sales experience preferred
• Previous recruiting or telemarketing experience a plus
• Outstanding customer service skills on the phone, in person and via email correspondence
• Strong administrative skills, including extensive experience with MS Office, Excel, Word, Gmail, Google docs/sheets and a typing speed of at least 45 - 55 words per minute
• Ability to multi‑task and respond quickly to change with minimal supervision
• Occasional evening or weekend work required (advanced notice provided)
• Must have personal transportation that can be used throughout the workday

Job Type

This position is full‑time 40 hours per week

Salary Range

$40,000

Benefits

Madison Strategies Group offers a competitive benefits package that includes health insurance, 401k, and generous paid time off. Madison Strategies Group is an equal‑opportunity employer committed to a diverse workforce.

EEO Statement

MSG is an equal opportunity employer, committed to a diverse workforce.