Client Intake Coordinator

Job Locations US-MA-Boston
Posted Date 1 month ago(5/6/2021 1:49 PM)
Job ID
# of Openings
Capacity Building
Location : Name


TSNE (formerly Third Sector New England) ( is a management support organization that partners every year with hundreds of nonprofits, foundations, community-based groups, and others working for social change. Our mission is to provide information and services to build the knowledge, power, and effectiveness of individuals, organizations, and groups that engage people in community and public life. The ultimate intention of our work is to create a more just and democratic society.


We assist a wide range of organizations in the social sector with a mix of management support and capacity building services in consulting, financial and grants management, business administration, human resources, compensation and benefits administration, professional development training and research in nonprofit fields of practice.


As a leading voice and capacity builder in the nonprofit sector, TSNE is committed to learning and building our practices and values around diversity, inclusion and equity, and working in a culturally proficient way with our staff and the organizations and communities we serve. We actively cultivate a work environment that values the experiences of individuals in an open-minded and collaborative atmosphere.


The Client Intake Coordinator is responsible for conducting data-driven analyses related to client satisfaction, project success, and business development. Responsibilities include tracking prospective client information, conducting client-feedback and related sessions, and assisting the Client Intake Team in implementing and maintaining changes in work flow. The Coordinator will work collaboratively to ensure the data integrity of past, present, and potential client projects and the overall quality of internal records.


Prospective Client Intake and Communication

  • Ensure prospective and current clients are responded to promptly and appropriately regardless of medium.
  • Review prospective client information and follow up for additional information as needed;
  • Manage incoming inquires for prospective new business;
  • Document communications and ensure the individual or organizational needs are accurately summarized and captured;
  • Continuously communicate about the status of the prospective clients and other relevant information along all organization business lines;
  • Assist with special projects and other departmental responsibilities as assigned;
  • Collaborate with team members to provide a due diligent process for evaluating the potential partnerships of tenants and fiscally sponsored organizations;
  • Facilitate and support internal process for proposing prospective fiscally sponsored organizations to the Fiscal Sponsorship Leadership Team and the Board of Directors;
  • Ensure a seamless client transition to the engagement team.

Data and Systems Management

  • Lead data driven initiatives to develop and enhance services to better meet the needs of potential clients;
  • Collaborate with team members to collect and maintain useable data;
  • Help develop and maintain Salesforce processes to ensure the collection of accurate data for the Programs Team;
  • Assist in generating, updating, and disseminating team-related reports; help identify ways to enhance our services and processes to better meet the needs of prospective clients.

Complete other tasks and projects related to the job, as needed.


We will consider exceptional candidates who demonstrate a strong combination of the specific qualifications and skills described below.

  • Familiarity with nonprofit foundational concepts;
  • Lived experience working in a grassroots nonprofit or being a client of an intermediary nonprofit;
  • Proficient computer skills; experience using Salesforce or other customer relationship management tools is preferred;
  • Some familiarity with public speaking and presenting preferred;
  • Group facilitation skills;
  • Strong verbal and written communication skills, with a focus on being client-centered;
  • Team oriented with good interpersonal skills and the ability to collaborate effectively;
  • Ability to problem solve and troubleshoot independently;
  • Effective time management skills;
  • Commitment to the work of social and economic organizations;
  • Proficient in Microsoft software suite; Salesforce, and the ability to learn new systems quickly and enthusiastically;
  • Participate in/facilitate special projects as assigned.

Physical Demands/Work Environment


The physical demands described here are representative of those for this position. Reasonable accommodations will be made to enable individuals with disabilities to perform the functions. Work is performed in an office environment and in close proximity to other workers.


While performing the duties of this position, the employee is required to:

  • Handle, or feel objects, tools or controls;
  • Reach; traverse; sit (usually for longer periods of time); occasionally ascend/descend; and position self (to) move;
  • Occasionally lift and/or move materials or equipment;
  • The noise level in the work environment is usually moderate;
  • Job is not subject to significant occupational or environmental hazards;
  • Likelihood of personal injury would be relatively slight;
  • Environmental and work hazards are not present to a measurable degree.

Compensation and Benefits


Location: Work will be primarily performed at our main office (89 South St. Boston, MA 02111). Work is currently 100% remote.


Compensation: The starting salary for this position is $55,000 and is commensurate with experience.


Benefits: This position is eligible for a full benefits package including:

  • Generous Paid-Time-Off (PTO): 12 paid holidays, 3 weeks vacation, 1 week personal holiday, and sick time for full-time staff;
  • 80% Employer-paid, $0 deductible Health Insurance through Harvard Pilgrim;
  • Low-cost Guardian Dental and Vision;
  • Flexible Spending Accounts (FSA) for Health and Dependent Care;
  • Employer-paid Life, Long- and Short-Term Disability Insurance;
  • Employer-paid Pension through TIAA;
  • ...and more!

TSNE envisions a society grounded in the principles of social and economic justice. As such, we strive to achieve excellence through a diverse and inclusive workplace that honors the unique talents and lived experiences of each person. Our vision and values are reflected in all our employment-related decisions, including hiring practices. Accordingly, TSNE actively seeks people who bring diverse backgrounds and perspectives to join us in our work.


As an EOE/AA employer, TSNE will not discriminate in its employment practices due to an applicant’s race, color, religion, sex, national origin or ancestry, age, sexual orientation, gender identification, genetic information, veteran or disability status or any other factor prohibited by law.  



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