Client Outreach & Enrollment Specialist

Compass Working Capital • Full-time • Remote (Boston, Massachusetts) • 3w ago

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 Compass’s 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 We’re 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 Compass’s 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:

1–2 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 $47,170-$56,455, commensurate with experience. We’ll 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 hr@compassworkingcapital.org.  

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 theHousing and Urban Development (HUD) Website. 