Outreach & Intake Specialist

Creative Mindset Consulting has been retained by The Training Source to recruit for the Outreach & Intake Specialist.

Position Summary

The Outreach & Intake Specialist will serve as the first point of contact for potential program participants, partners, and community members, ensuring a welcoming and professional experience. This role combines community outreach, program promotion, and participant intake/assessment to advance The Training Source’s mission of empowering individuals through employment training, career development, and supportive services. The ideal candidate will have strong communication, organization, attention to details, and customer service skills, and a passion for community engagement.

Key Responsibilities

Community Outreach & Promotion – 30%

• • Facilitate engaging information sessions that highlight the features and benefits of The Training Source’s services, including Employment Training, Employer Services, Youth Programs, Social Services, and Community Education.
  • Oversee information sessions and tours to educate the public about available programs and services.
  • Maintain an active calendar of outreach events, information sessions, and community presentations.
  • Implement outreach plans to increase community awareness, referrals, and participation.
  • Represent the organization at job fairs, community events, and partner meetings.

Intake & Assessment - 40%

• • Serve as the primary point of contact for potential program participants in person, by phone, email, and online.
  • Manage the intake process, including initial screenings, application reviews, and scheduling assessments.
  • Conduct needs assessments to match participants with appropriate programs and services.
  • Ensure accurate data entry into the organization’s database (e.g., Excel, Salesforce) and maintain up-to-date records.

Administrative & Support Functions - 20%

• • Track outreach, intake, and enrollment metrics for reporting purposes. Maintain promotional materials and ensure consistent branding and messaging including events and activities sponsored or organized by The Training Source.
  • Provide front desk and reception coverage as needed, greeting visitors and directing inquiries.

Partnership & Relationship Management - 10%

• • Build and maintain positive relationships with referral partners, employers, and community organizations.
  • Provide timely follow-up to inquiries from community members and partners.
  • Collaborate with program staff to ensure smooth onboarding for new participants.

Qualifications

• • Associate’s degree in human services, Communications, Business, or related field (Bachelor’s preferred) OR equivalent combination of education and relevant experience.
  • Minimum 2 years of experience in outreach, customer service, program intake, or related role—preferably in a nonprofit or workforce development setting.
  • Strong verbal and written communication skills with the ability to engage diverse audiences.
  • Excellent organizational skills and ability to manage multiple priorities.
  • Proficiency in Microsoft Office Suite; experience with Salesforce or similar CRM a plus.
  • Bilingual (English/Spanish) preferred.

Competencies:

An individual should demonstrate the following competencies to perform the essential functions of this position.

• Adaptability – Effectively deals with changing environments (business challenges, technologies, etc.) and continuously seeks opportunities for different and innovative approaches to addressing organizational challenges and opportunities. Adapts interpersonal style to effectively interact with a variety of people.
• Accountability – Assumes ownership/responsibility for achieving results and resulting outcomes. Recognizes the need for business-related changes and takes accountability for initiating appropriate responses in collaboration and with approval from leadership. Is proactive in furthering organizational goals.
• Communications – Articulates The Training Source’s vision and mission effectively. Embraces and effectively communicates the connection between individual employee goals and objectives to The Training Source’s vision and mission. Effectively express and share ideas and information that will contribute to The Training Source’s success. Demonstrates responsiveness in addressing all forms of communications.
• Customer Focus – Demonstrates a key understanding of the customer value proposition and needs of customer segments. Champions systems and processes that make it easy for customers to do business with The Training Source. Strives to remove barriers to providing good customer service.
• Dependability – Is punctual and adheres to the organization’s attendance expectations. Faithfully reports to work on time and conforms to scheduled work hours. Follows proper call-in procedures and informs others of ongoing/outstanding work responsibilities in order to prevent/limit disruptions to business operations.
• Results Orientation – Focuses on achieving high-quality outcomes by identifying priorities and taking consistent action to complete tasks on time. Sets clear, achievable goals, stays organized, and maintains attention on the work that matters most while minimizing distractions to meet service expectations.

Work Environment

• • Requires local travel for community outreach events.
  • Standard office environment with occasional evenings and weekends for events.

This is a full-time, in the community and on-site position at The Training Source. Occasional evenings or weekends may be required for events. Salary hiring range starting $45,000 – 52,000, commensurate with experience. The Training Source values diverse perspectives and the unique experiences each individual brings. We recognize that qualifications can be met through a variety of combinations of knowledge, skills, and lived experience. If you are enthusiastic about this role and believe you can contribute to our mission—even if your background does not align perfectly with every qualification—we encourage you to apply.