About The Position

The Intake, Orientation and Assessment Specialist helps participants begin the PACE program with a clear understanding of program expectations, services, and next steps. The role manages participant intake, facilitates orientation sessions, and administers program assessments that inform individualized service plans and career pathways. It also supports participant referrals and transitions, maintains accurate records in program systems, and provides general support to front desk and program operations.

Requirements

  • At least 1 year of customer service, workforce development, or client-facing experience.
  • Strong interpersonal and communication skills.
  • Strong organizational skills and attention to detail.
  • Ability to manage in a fast-paced, performance-driven environment.
  • Computer literacy and experience with database systems.
  • Ability to work collaboratively within a team environment.

Nice To Haves

  • Bilingual skills.

Responsibilities

  • Conduct participant intake and facilitate program orientation sessions.
  • Review referral data in SEAMS to verify participant eligibility and program assignment.
  • Administer and proctor TABE and other approved skills or career assessments.
  • Guide participants through assessment tools and provide basic feedback on results.
  • Ensure intake documentation and required program forms are completed and properly recorded in program systems.
  • Enter and maintain participant data, attendance, and engagement activity in Salesforce, SEAMS, and other funder systems.
  • Distribute Metro/OMNY Cards to eligible participants.
  • Identify participant barriers during intake and coordinate appropriate referrals or support services.
  • Conduct outreach to participants regarding upcoming or missed orientation and assessment appointments.
  • Collaborate with Career Navigators to transition participants into Employment Plan or Individual Service Plan development.
  • Provide general support to front desk and program operations as needed.
  • Identify and escalate urgent participant disclosures, including safety concerns and crisis needs, to the Social Worker or appropriate staff.
  • Explain public assistance program rights, responsibilities, and compliance requirements during orientation.
  • Maintain participant confidentiality in accordance with program and legal standards.
  • Apply trauma-informed and culturally responsive practices during intake and orientation.
  • Identify potential accommodation needs during intake and assessment and refer participants for appropriate support.
  • Provide participants with basic information on relevant public benefits and connect them to the Social Worker or Career Navigator for follow-up.

Benefits

  • Generous time-off policy.
  • Health, wellness, and financial resources.
  • Medical, dental, and vision benefits.
  • Parental leaves.
  • Company-sponsored life insurance.
  • Retirement matching programs and contributions.
  • Transit and commuter benefits.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service