Description
The Intake Coordinator reports directly to the Director of
Entrepreneurial Readiness and will be working in the front line of
Virginia Workforce Innovation and Entrepreneurship Center (VWIEC)
responsible for the coordination and supervision of all program
applicants from start to completion of their programs.
**This is a grant-funded position. Continuation of the position is
contingent upon the continuation of related grant funding.
The Intake Coordinator provides support and coordination for
program participants in VWIEC’s Intake process and manages
participant data in Salesforce. As a member of Entrepreneurial
Readiness Team, he/she will be working under the supervision of the
Director of Entrepreneurial Readiness.
The VWIEC Intake process is an integral part of identifying which
services can effectively meet the needs of all program
participants, and it includes the first step in achieving the
mission, vision and goals of the Center. With support from other
team members, the Intake Coordinator reviews applications,
interviews applicants, requests additional information as needed,
and recommends appropriate steps to follow. The Intake Coordinator
will serve as the primary contact for the participants. This person
will update the Individual Business Pathway Plans (IBPP) and meet
with assigned participants to assess the participant’s needs and
assist with supplying the information needed to create their
Business Plans. The Intake Coordinators will work in conjunction
with the Directors to assist the participants holistically.
Examples of Duties
- Assist callers interested in the services at VWIEC to explain
Intake process, programs provided, and necessary
information needed to complete online application.
Employ interpersonal skills, cultural competency/sensitivity,
tactful language and empathetic interviewing skills to
build rapport and maintain trust with applicants of varied
backgrounds.
Communicate with applicants during and after the application
completion to meet their needs.
Maintain accurate records and documentation of all activities
related to applicants’ inquiries, phone calls and
emails for further follow ups.
Document all interactions into the database (Salesforce),
review/ communicate information with a supervisor and
the team accordingly, and utilize the computer database system for
course completion.
Maintain collaborative team relationships with peers and
coworker, effectively contribute to the working group’s
achievement of goals, and foster a positive work environment.
Facilitate and participate in weekly/bi-weekly meetings and/or
conferences to discuss and review complex cases in
need of future scheduling.
Assist with mentoring students on educational and programming
opportunities, including academic options,
conferences, competitions, and about the importance of innovation
and entrepreneurial excellence through
diversity.
Notify participant of eligibility and conduct Business Plan
Selection meeting to include tutorial of software
navigation.
Conduct a needs assessment to determine training requirements
including industry tracks and update VWIEC’s
CRM accordingly.
Complete other job duties as assigned or necessary.
Typical Qualifications
- Experience conducting telephone-based or in-person interviews,
data collection and data entry is highly preferred.
- Ability to handle a high volume of calls and can multi-task
across various channels to meet client needs.
- Manage multiple cases through prioritization; prompt action and
attention to detail in documentation and data
management are required.
- Critical thinking and problem-solving skills. Ability to use
sound judgment in responding to issues and concerns.
- Intermediate to advanced computer experience (Web-based
software programs, typing, and using multiple software
to complete tasks, ie. CRM)
- Excellent time management skills (organization, prioritization,
multitasking).
- Demonstrated ability to work independently, prioritizing work
and balancing multiple tasks concurrently.
- Demonstrated accountability for innovation and entrepreneurship
outcomes.
- Motivated, someone who is not afraid to take initiative on
tasks that are outside the scope of the role and who has a
go-getter mentality.
- The candidate should provide evidence of successfully
collaborating with diverse students, faculty, communities,
and
governmental (local, state and federal) agencies.
Supplemental Information
- High School diploma or GED required, preferably Associate or
Bachelor degree and full-time equivalent of two years’
administrative or customer service experience.
- Prior work experience in higher education and/or professional
experience, including two years of first-person
experience in startups or small business.