Workforce Intake Assistant

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.

Make an impact with our team
The passion for our community is the driving force behind the Madison Strategies team, striving to create access to high-quality education, fulfilling employment, and upward economic mobility for all. We are always looking ahead and innovating to ensure our programs meet the needs of the workforce and community. We know the work we do is both highly challenging and profoundly rewarding. Our successes come from positive attitudes, diversity of thought, collaborative work, and compassionate customer service. We hold ourselves to the highest standard because we know the importance of our work for the community.

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: $35,000 - $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.

How to apply: Our multi-step hiring process ensures we employ the right people with the skills necessary to innovate and elevate the Madison Strategies team. Submit a cover letter along with your resume describing how the mission of Madison Strategies Group motivates you. If making a lasting impact on your community with a dedicated and energetic team sounds like you, join us to help Tulsans build better futures.

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