Top 28 Intake and engagement specialist Jobs in Gresham, Or

Intake and Engagement Specialist
NW Legacy Law, P.S. —Vancouver, WA
- $52,000 - $65,000 a year
- Weekends as needed
- Public speaking
- Mid-level
- Office
- Health savings account
- AD&D insurance
Quick Apply
Admissions Specialist 1
CODA INC —Portland, OR
- $44,500 - $45,500 a year
- Full-time
- BLS Certification
- Microsoft Office
- Ability to sit for extended periods
Quick Apply
Case Manager
Bridges to Change —Gresham, OR
- From $25.75 an hour
- Weekends as needed
- Background check
- Clean driving record
- Computer literacy
- 403(b) matching
- Mileage reimbursement
Quick Apply
IOP Clinical Intake Specialist
Portland Mental Health & Wellness —Portland, OR
- $68,500 a year
- Full-time
- Bilingual
- Private practice
- LMFT
- Commuter assistance
- AD&D insurance
RIFS Domestic Violence/Sexual Assault (DV/SA) Advocate 1
The Immigrant and Refugee Community Organization —Portland, OR
- From $48,600 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
5h
MSL Support and Clinician Engagement (West)
GeneDx —Portland, OR
- $75,000 - $89,000 a year
- Remote
- Mid-level
- Analysis skills
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Certified Recovery Mentor
QUEST CENTER FOR INTEGRATIVE HEALTH —Portland, OR
- $24 - $26 an hour
- Full-time
- Computer literacy
- Local
- Mid-level
- Paid holidays
- Dental insurance
Oregon Health Plan Specialist - AD024
Native American Rehabilitation Assoc. of the NW —Gresham, OR
- $22.47 - $26.41 an hour
- Full-time
- Clean driving record
- Microsoft Excel
- Microsoft Outlook
- AD&D insurance
- Paid holidays
2d
Legal Assistant
Kaufman Law & Associates —Portland, OR
- $22 - $26 an hour
- Full-time
- Mid-level
- In-person
- Communication skills
- Paid time off
Quick Apply
7d
Intake Coordinator QMHP - Multnomah Crisis & Treatment Center 209
Telecare Corporation —Portland, OR
- $26.46 - $32.69 an hour
- Part-time
- Bilingual
- 18 years or older
- Psychiatry
Quick Apply
New Arrival Case Manager
The Immigrant and Refugee Community Organization —Portland, OR
- From $48,600 a year
- Full-time
- Hybrid work
- Background check
- English
- Mid-level
- Paid holidays
- Disability insurance
12d
The Perch/Yellow Brick Road of WA - Outreach & Engagement Specialist
Janus Youth Programs, Inc. —Vancouver, WA
- From $23 an hour
- Overtime
- Background check
- Spanish
- Writing skills
Quick Apply
HIV Services Specialist
Sea Mar Community Health Centers —Vancouver, WA
- $30 an hour
- Weekends as needed
- Microsoft Word
- Computer literacy
- Mid-level
- Paid holidays
- Disability insurance
3h
Behavioral Health Specialist
CODA INC —Tigard, OR
- $54,000 - $56,000 a year
- Full-time
- Clean driving record
- Addiction Medicine
- Computer literacy
Quick Apply
6d
Business Operations Specialist
Cambia Health Solutions —Portland, OR
- $87,000 - $142,000 a year
- Full-time
- Background check
- 5 years
- Bachelor's degree
- Health savings account
- Paid holidays
Civil Rights Paralegal II Supporting the US Attorney's Office
FSA Federal —Portland, OR
- Microsoft Outlook
- Mid-level
- Bachelor's degree
- AD&D insurance
- Disability insurance
Quick Apply
Content Systems and AI Specialist - Remote Opportunity!
KinderCare Education —Beaverton, OR
- Full-time
- Remote
- Writing skills
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Outpatient & Community Based Therapist
Portland Mental Health & Wellness —Portland, OR
- Full-time
- Hybrid work
- Spanish
- Google Workspace
- Doctoral degree
- Commuter assistance
- AD&D insurance
Substance Use Disorder Counselor, ACT #1723
Lifeworks NW —Milwaukie, OR
- $25.89 - $33.21 an hour
- Weekends as needed
- Microsoft Word
- Clean driving record
- Microsoft Outlook
Specialist Manager, Risk and Compliance Services (Conflicts CoE)
Deloitte —Portland, OR
- $93,000 - $171,300 a year
- Full-time
- CPA
- 5 years
- Research
7d

I want to receive the latest job alert for intake and engagement specialist in gresham, or

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

intake and engagement specialist jobs near gresham, or

Intake and Engagement Specialist

NW Legacy Law, P.S.
Vancouver, WA

Quick Apply

Job Details

Full-time
$52,000 - $65,000 a year

Benefits

Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Sabbatical
Professional development assistance
Bereavement leave
Life insurance

Qualifications

Teamwork
Interpersonal skills
Phone communication
Networking through cold outreach
Zoom
Lead generation
Business development experience
Video conferencing software
Initial Contact (sales skills)
Prospecting
CRM system proficiency
Video conferences (communication methods)
Webinars (training delivery method)
Telemarketing
Customer interaction during outreach
Video conferencing systems operation
Time management
Client interaction via phone calls

Full Job Description

Client Services Intake and Engagement Specialist

Location

On-site, Vancouver, WA

Compensation

$55,000 - $65,000 annually, depending on experience and skill

About NW Legacy Law

NW Legacy Law, P.S. is a boutique estate planning and probate firm in Vancouver, Washington. Founded in 2014, we help clients protect what they've built, provide for the people they love, and leave a lasting legacy for the next generation.

We take the work seriously. Our team is direct and holds itself to a high standard. We value people who take initiative, communicate clearly, and do right by clients and colleagues alike. If you bring your best and expect the same from others, you'll fit in well here.

Role Overview

The Client Services Intake and Engagement Specialist is the front line of the NW Legacy Law client experience and a key contributor to new client growth. This role carries two equally important responsibilities: handling client intake with empathy and skill, and growing the firm’s pipeline through outreach, webinars, and in-person engagement.

On the intake side, you guide prospective clients from first contact through booked consultation. You build rapport, lead discovery conversations, and make people feel cared for from the first call.

On the outreach side, you represent NW Legacy Law in the community. You host webinars, make outbound calls, attend events, speak in front of groups, and build relationships with referral partners. You bring warmth and energy to every interaction, whether on the phone, on a Zoom, or in person.

You will report to the Operations Manager and work closely with the attorneys and the rest of the Client Services team.

Key Responsibilities

Client Intake

Answer inbound calls and online requests from prospective clients with warmth, clarity, and professionalism
Lead discovery conversations that uncover the prospective client’s situation, goals, and concerns
Book consultations with attorneys, manage scheduling, and confirm appointments
Follow up promptly with leads to keep the pipeline moving and reduce no-shows
Send intake materials, intake forms, and pre-consultation communications
Document all client interactions accurately in the firm’s CRM

Outreach and Engagement

Host and co-host live educational webinars on estate planning and probate topics for prospective clients and referral partners
Make outbound and cold calls to past leads, marketing list contacts, and prospective referral sources
Represent NW Legacy Law in person at community events, networking groups, senior centers, retirement communities, and partner events
Speak at community groups, religious organizations, and partner businesses to introduce the firm and its purpose
Build and maintain relationships with referral partners such as financial advisors, CPAs, hospice teams, and senior service providers
Plan and run outreach campaigns that move leads from awareness to consultation booking
Partner with firm leadership on marketing campaigns, content topics, and event ideas
Support the firm’s social media presence by engaging with comments, messages, and online community questions

Pipeline Tracking and Reporting

Track intake calls, outreach activity, event results, and consultation conversion rates
Provide weekly updates to the Operations Manager on pipeline volume, conversion, and outreach progress
Suggest improvements to intake scripts, follow-up sequences, and outreach approaches based on what you see and hear in the field

Required Qualifications

2+ years of experience in a client-facing role that combined inbound service and outbound sales, business development, or community engagement
Proven phone presence: comfortable with cold outreach, warm follow-up, and consultative conversations
Strong in-person presence: personable, engaging, and confident speaking to individuals, small groups, and audiences
Experience hosting or presenting webinars, workshops, classes, or community events
Excellent verbal and written communication skills with active listening
Comfortable using CRM systems, video conferencing tools, and standard office software
Professional appearance and demeanor that represents the firm well in any setting
Self-motivated with strong time management and the ability to balance intake duties with outbound activity
Reliable transportation and willingness to attend events around the Vancouver and Portland metro area
Some evening or weekend availability for events and webinars

Preferred Qualifications

Experience in professional services (legal, financial, or advisory)
Background in estate planning, probate, or related services
Experience speaking at public events, hosting community classes, or running webinars
Existing network of referral partners in the Vancouver and Portland metro area
Sales training in consultative selling, SPIN, Sandler, or similar methodology
Experience working in a mission-focused professional services firm

Compensation and Benefits

NW Legacy Law offers a comprehensive benefits package:

Salary

$55,000 - $65,000 annually, depending on experience

Health Insurance

Medical coverage available after 60 days of employment

401(k)

Eligible after 4 months; firm provides a 4% match on 5% contribution

Paid Time Off

10 days PTO in year one, increasing to 15 days after 2 years and 20 days after 6 years

Sabbatical

4-week paid sabbatical after every 4 years of service

Life & Disability

Basic Life, AD&D, and Long-Term Disability at no cost

Professional Development

Annual budget for training, conferences, and continuing education

Additional Perks

Paid holidays, bereavement leave, EAP counseling, and complimentary estate planning services

Work Environment

This is an on-site position based at our Vancouver, Washington office. You will spend most of your time at the office handling intake calls and follow-up, with regular travel to local events, networking groups, and partner meetings throughout the Vancouver and Portland metro area. Some evening or weekend availability is required for community events and webinars.

NW Legacy Law operates in an at-will employment state (Washington). The firm values flexibility, trust, and results, and encourages team members to find a rhythm that supports high performance and a sustainable workload.

How to Apply

To apply, send two PDFs to [email protected]: a resume and a cover letter describing your client intake and outbound engagement experience, including any speaking, webinar, or community event work. Please include a brief transmittal message in the body of your email.

Qualified candidates will be invited to complete a skills assessment. Based on the results, selected applicants may move forward to a phone interview and an in-person interview.

Equal Employment Opportunity

NW Legacy Law, P.S. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.

Pay: $52,000.00 - $65,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

intake and engagement specialist jobs in gresham, or

Intake and Engagement Specialist

Admissions Specialist 1

Case Manager

IOP Clinical Intake Specialist

RIFS Domestic Violence/Sexual Assault (DV/SA) Advocate 1

MSL Support and Clinician Engagement (West)

Certified Recovery Mentor

Oregon Health Plan Specialist - AD024

Legal Assistant

Intake Coordinator QMHP - Multnomah Crisis & Treatment Center 209

New Arrival Case Manager

The Perch/Yellow Brick Road of WA - Outreach & Engagement Specialist

HIV Services Specialist

Behavioral Health Specialist

Business Operations Specialist

Civil Rights Paralegal II Supporting the US Attorney's Office

Content Systems and AI Specialist - Remote Opportunity!

Outpatient & Community Based Therapist

Substance Use Disorder Counselor, ACT #1723

Specialist Manager, Risk and Compliance Services (Conflicts CoE)

I want to receive the latest job alert for intake and engagement specialist in gresham, or

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected