Intake & Client Relations Assistant

Rebuilding Together Tampa Bay • Sarasota, FL

1d

About The Position

The Intake & Client Relations Assistant plays an essential role within RTGFL by supporting the client intake process from initial contact through project completion. This position ensures clients receive compassionate, efficient, and well-coordinated assistance at every step of their journey. The Assistant serves as the primary client contact, provides administrative and documentation support, gathers required information, coordinates site visit scheduling, and helps maintain accurate records across multiple systems. This position: Reports directly to the Program Manager, and Works closely with the Intake & Client Relations Manager to ensure consistent, standardized intake processes across all RTGFL districts. The role is vital in promoting high-quality client service, strengthening community trust, and supporting the operational success of RTGFL’s programs.

Requirements

• Bachelor’s degree or relevant work/life experience.
• Strong client-service mindset with excellent communication and interpersonal skills.
• High attention to detail, organization, and documentation accuracy.
• Proficient in Microsoft Office (Word, Excel), Salesforce, and web-based systems.
• Ability to work independently, manage time effectively, and meet deadlines.
• Comfortable engaging with diverse populations and communicating with small or large groups (or willing to learn).
• Flexibility to work some evenings and weekends based on outreach or event needs.

Nice To Haves

• Familiarity with the local community or surrounding service area preferred.
• Experience working with volunteers, contractors, or community-based programs helpful.
• General understanding of home repair or construction processes is a plus.

Responsibilities

• Serve as the first point of contact for clients before, during, and after services.
• Review applications, verify required documentation, and conduct phone assessments as needed.
• Clearly communicate program requirements, expectations, and next steps to clients.
• Ensure clients sign all required paperwork at project opening and closeout.
• Schedule site visits with project managers, home assessment coordinators, or handyman personnel.
• Coordinate with partner organizations, community groups, and neighborhood associations to facilitate accurate referrals.
• Support volunteer coordination and community event logistics as needed.
• Maintain complete and accurate client records in Salesforce and other RTGFL systems.
• Adhere to all grant, program, and contract requirements tied to client eligibility and documentation.
• Assist with identifying target populations for new grants and program outreach efforts.
• Answer office phones, return calls, and provide professional communication.
• Support daily office operations and assist the Program Manager with administrative tasks.
• Assist in tracking project progress, client statuses, and required follow-up items.
• Perform additional duties as assigned to support smooth district operations.
• Collaborate directly with the Intake & Client Relations Manager to ensure all intake practices are standardized across RTGFL districts.
• Participate in regular intake team check-ins, training, and process updates.
• Help maintain organization-wide consistency in client communication, documentation, and procedures.

Benefits

• Paid time off and paid holidays
• 401(k) with employer match
• Health Reimbursement Arrangement (HRA)
• Mission-driven culture and meaningful work
• Opportunities for training, professional growth, and community engagement

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level