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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Intake Specialist/Data Assistant - **Company:** Urban, Ltd. - **Location:** Atlanta, GA, United States - **Experience:** Experienced - **Salary:** $50,000.0 - **Contract:** Permanent contract - **Skills:** Microsoft Word, Microsoft Excel, Microsoft Outlook, Spreadsheets, Software Documentation, Information Systems, Databases, Data Validation, Data Integrity, Health Information Management, Microsoft Office, Salesforce.Com, Data Management - **Published:** October 20, 2026 - **Apply:** https://www.indeed.com/viewjob?jk=1b9df13f956a1263 ## About the Role * Associate degree in Business Administration, Public Administration, Human Services, Social Services, Information Systems, or a related field preferred, * Experience * Minimum of two (2) years of experience in customer service, intake processing, administrative support, case management support, or data entry. * Experience working with community-based programs, nonprofit organizations, public assistance programs, workforce development, housing programs, or human services preferred. * Experience with database management, reporting systems, and Microsoft Office applications required. Required Knowledge, Skills, and Abilities * Strong data entry and data management skills. * Proficiency in Microsoft Office Suite, including Excel, Word, Outlook, and Teams. * Experience using database or case management systems. * Strong organizational skills and attention to detail. * Excellent written and verbal communication skills. * Ability to handle confidential and sensitive information with discretion. * Strong customer service and interpersonal skills. * Ability to prioritize tasks and meet deadlines in a high-volume environment. * Ability to work independently and collaboratively within a team. * Strong problem-solving and critical-thinking abilities. * Ability to quickly learn and adapt to new technologies, policies, and procedures. Core Competencies * Customer Service Excellence * Data Accuracy and Integrity * Compliance and Documentation Management * Professionalism and Accountability * Communication Effectiveness * Attention to Detail * Team Collaboration * Adaptability * Problem Solving * Results Orientation * Interpersonal Effectiveness * Organizational Excellence, * Do you have 2+ years of Data Management Education: * Associate (Required) Experience: * Intake / Data Assistant: 2 years (Required) Language: * English and Spanish (Required) ## Description The Intake Specialist / Data Assistant serves as a critical member of the program operations team, responsible for providing exceptional customer service while supporting intake, eligibility screening, data management, record maintenance, and administrative functions. This position serves as one of the first points of contact for clients seeking services and ensures accurate collection, entry, tracking, and reporting of participant information. The Intake Specialist / Data Assistant is responsible for maintaining confidential client records, ensuring data integrity, supporting compliance requirements, preparing reports, and assisting with program operations. The ideal candidate is highly organized, detail-oriented, customer-focused, and capable of managing multiple priorities in a fast-paced environment. This position reports to the Program Manager or designated supervisor., Client Intake and Customer Service * Serve as a primary point of contact for clients through phone, email, virtual platforms, and in-person interactions. * Greet clients, visitors, and stakeholders professionally and provide information regarding available services and program requirements. * Conduct initial intake screenings and assist clients in completing required forms and documentation. * Schedule appointments, orientations, assessments, and follow-up meetings. * Answer inquiries and provide timely, accurate information regarding programs and services. * Maintain a welcoming, supportive, and customer-centered environment. * Escalate complex client concerns to supervisors as needed. * Data Entry and Database Management * Enter client information into case management, CRM, HMIS, Case Worthy, Salesforce, or other organizational databases. * Ensure all participant records are complete, accurate, and entered in accordance with program requirements. * Verify data quality and identify discrepancies, missing documentation, or incomplete records. * Maintain and update electronic and physical files. * Track participant enrollment, service delivery, outcomes, and programming milestones. * Generate routine data reports and assist with analysis of program performance indicators. * Support quality assurance reviews and data validation processes. Documentation and Records Management * Collect, review, and organize client documentation to determine eligibility and support program participation. * Ensure compliance with agency, funding sources, and regulatory documentation requirements. * Maintain confidentiality of participant information in accordance with organizational policies and applicable regulations. * Prepare intake summaries, case notes, participant files, and program documentation. * Assist with audit preparation, monitoring reviews, and records retention activities * Administrative Support * Maintain administrative workflows and assist with daily office operations. * Prepare correspondence, reports, spreadsheets, and presentations as requested. * Coordinate meetings and maintain calendars for program staff. * Assist with procurement and office supply inventory. * Support special projects, outreach activities, workshops, and community events. * Assist with preparation of monthly, quarterly, and annual program reports. * Perform other duties as assigned to support program operations.