Referral Specialist--Very Environment

Position: Referral Specialist--Very Rewarding Environment!
Description

Are you passionate about keeping projects organized, managing data with precision, and helping programs run efficiently behind the scenes? Do you thrive in a role where your attention to detail directly supports people in your community?

We're seeking a Data & Referral Specialist to join a mission-driven organization dedicated to improving lives through innovative programs and services. This is an excellent opportunity for someone who enjoys coordinating multiple projects, analyzing data, collaborating across teams, and ensuring every detail is handled accurately.

Referral & Data Management:

+ Manage incoming referrals from multiple funding sources.

+ Enter, update, and maintain accurate client information across multiple databases and tracking systems.

+ Prepare intake documentation using standardized templates.

+ Maintain data integrity and ensure records remain accurate, complete, and up to date.

Case & Workflow Coordination:

+ Establish and organize electronic client files and tracking tools.

+ Monitor cases throughout each phase of the service process.

+ Maintain detailed documentation of client interactions, communications, and case updates.

+ Generate regular reports that provide leadership with visibility into workflow progress and service timelines.

+ Identify potential delays and proactively communicate next steps to keep projects moving forward.

Scheduling & Communication:

+ Coordinate closely with internal teams to ensure referrals transition smoothly through each stage of service.

+ Assist with scheduling consultations involving both internal staff and external partners.

+ Serve as a communication liaison by providing timely updates to stakeholders regarding case status and required action items.

Reporting & Documentation Support:

+ Assist with preparing client proposals and supporting documentation.

+ Enter labor, travel, and related cost information accurately.

+ Track proposal submissions, revisions, approvals, and project milestones.

+ Support invoicing and reporting processes by maintaining complete and organized documentation.

Qualifications:

+ Associate's or Bachelor's degree in Business, Nonprofit Management, Healthcare Administration, or a related field preferred.

+ Two or more years of experience in administrative support, data coordination, reporting, healthcare services, billing, or a related field.

+ Exceptional organizational skills with outstanding attention to detail.

+ Strong analytical and critical-thinking abilities.

+ Excellent written and verbal communication skills.

+ Ability to prioritize multiple projects while meeting deadlines.

+ Advanced proficiency with Microsoft Office, particularly Excel, Outlook, Teams, and SharePoint.

+ Experience using Salesforce or other CRM/database systems is a plus.

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Experience with reporting, billing documentation, or workflow management is highly desirable.

Why You'll Love This Opportunity:

This position offers the opportunity to combine your organizational talents with meaningful work that helps improve access to valuable community services.

Requirements - At least 2 years of experience in administrative support, intake coordination, data reporting, healthcare services, billing, or a related field.

- Associate's or Bachelor's degree in Business, Nonprofit Management, Healthcare Administration, or a related discipline is preferred.

- Strong organizational skills with a high level of accuracy and attention to detail.

- Ability to manage multiple priorities, follow established processes, and meet deadlines in a fast-paced environment.

- Clear written and verbal communication skills for working with internal teams, clients, and external partners.

- Advanced proficiency in Microsoft Office applications, especially Excel, Outlook, Teams, and SharePoint.

- Experience with Salesforce, database platforms, content management systems, or similar recordkeeping tools is preferred.

- Background in nonprofit, healthcare, social services, referral management, or client intake environments is highly desirable. Talent Match®

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