Client Outreach & Enrollment Specialist
Client Outreach & Enrollment Specialist
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Job Description
About the role:
The Client Outreach & Enrollment Specialist serves as the first point of contact for potential clients and plays a vital role in connecting individuals to Compasss programs. This role is responsible for executing outreach strategies coordinating orientations fielding inquiries and ensuring a supportive and dignified enrollment experience. The Specialist works closely with the Manager of Client Outreach & Enrollment to deliver on annual enrollment targets and maintain strong community relationships.
Skills Were Looking For:
Detail-oriented and able to manage multiple responsibilities in a fast-paced environment.
Customer service active listening interpersonal communication relationship management.
Collaboration project support understanding of marketing strategies adaptability.
Strong public speaking and presentation skills.
Technical proficiency in Gmail Microsoft Office Zoom and Salesforce or similar tools.
Primary Responsibilities:
Client Engagement & Onboarding
Serve as the primary point of contact for individuals interested in Compass programs.
Facilitate orientations (virtual or in-person) and outreach events to educate prospective clients.
Field inquiries and screen for program eligibility; respond to all outreach in a timely respectful manner.
Lead client voice efforts through proactive outreach including cold calling enrolled clients to gather feedback on satisfaction evolving needs and program experiences. Synthesize findings and report back to I2 to inform continuous improvement and strategy refinement.
Ensure all communication is culturally competent strengths-based and aligned with Compasss values.
Outreach & Marketing Support
Support implementation of regional and national outreach campaigns with guidance from the Manager and Marketing Team.
Coordinate logistics for outreach events orientations and tabling activities.
Travel to and execute outreach events coordinated with the Public Housing Authority partner.
Represent Compass with professionalism and respect at all outreach events and interactions.
Track outreach impact and report participation metrics.
Data Entry & Recordkeeping
Maintain accurate and timely documentation of client interest and intake documentation in Salesforce.
Monitor and update enrollment pipelines and referral data as directed.
Follow confidentiality and data security protocols rigorously.
Qualifications:
12 years of experience in outreach recruitment client services or program intake.
Cultural humility and ability to engage respectfully across backgrounds.
Cultural sensitivity empathy inclusive communication alignment with organizational values.
Outgoing warm and professional interpersonal style.
Comfort working independently and collaboratively in a remote environment.
Must be willing to travel regionally and work occasional evenings/weekends.
Experience in housing workforce development financial education or public benefits sectors.
Multilingual ability preferred (Spanish Haitian Creole Vietnamese etc.).
Benefits:
The salary range for this role is $47170-$56455commensurate with experience. Well promote your professional growth and development by providing access to a competitive salary and benefits package and additional employee benefits that include but are not limited to:
Healthcare: medical dental vision: Compass covers up to 80% of employee premiums and 80% for dependents. There is no waiting period to enroll in health insurance.
Retirement plan 401(k) & 3% match
Parental Leave: Employees who have been employed for at least three (3) months are eligible to take up to 12 weeks of unpaid leave. *Employee must be with the organization for six (6) months to receive up to six (6) weeks of full pay from the organization.
Life insurance & disability Insurance
Paid time off: Employees receive up to 36 Wellness days and 8 holidays per calendar year plus the final week of the calendar year off as an organizational wide holiday. All employees enjoy a two-hour early closure starting the Friday after Memorial Day through the week of Labor Day.
Flexible Spending Account (FSA)
Dependent Care Flexible Spending Account
Professional development & certification
Pre-tax commuter benefits
Employee Assistance Program (EAP)
Office closed the final week of calendar year
Equipment: $200 one-time stipend for work from home expenses
Internet Reimbursement: Up to $40 per month for personal internet expenses
Equal Opportunity Statement:
Compass Working Capital is an Equal Opportunity Employer. We consider applications for all positions without regard to age race color ethnicity national origin ancestry creed religion gender gender identity or expression sexual orientation citizenship physical or mental disability medical condition genetic information marital status veteran status military status or any other characteristic protected by applicable law.
Compass Working Capital is committed to ensuring individuals with disabilities receive the accommodations required for them to interview for a position on our team. Should you require accommodations please contact .
Compass also provides hiring preference to Section 3 residents. Section 3 Residency is defined as a low-income resident of the area where the HUD-assisted project is located.
For the purposes of Section 3 low-income is defined as 80% of the Area Median Income. To learn more information about Section 3 income eligibility please refer to the Housing and Urban Development (HUD) Website.
Required Experience:
IC
Employment Type
Full-Time
