Client Outreach and Engagement Specialist
Boston, MA | Chicago, IL | Philadelphia, MA | Full-time |
About Compass
Compass is an innovative, mission-driven organization that supports families with low incomes to save for their future and access greater economic opportunity. We believe in our clients and in their ability to achieve their goals and dreams. We operate high-quality financial coaching and savings programs and pursue opportunities to shape the national approach to poverty through practice and policy change. Compass is also an emerging leader in a national effort to leverage housing assistance as a platform for economic mobility. We are looking for people who want to be part of taking our programs and our impact to the next level.
Our mission is to partner with families with low incomes to build assets as a pathway out of poverty. We focus on reaching families led by Black and/or Latinx women.
To achieve our mission, we operate client-centered savings and financial coaching programs, deliver training and technical assistance to other practitioners, and shape policy solutions that dismantle barriers to asset building.
For more information, please visit our website, www.compassworkingcapital.org, or click here to learn more about our strategic plan.
About The Family Self-Sufficiency (FSS) Program
Congress created the FSS program in 1990 as an employment and savings program for families in federally subsidized housing. The program combines a powerful savings incentive with service delivery to support residents in reaching their goals. It is the nation’s largest asset-building program for families with low incomes.
Since 2010, Compass has partnered with public housing agencies and other affordable housing providers to operate an asset-building model for the FSS program — the first nonprofit organization in the country to do so.
About the Job
We are looking for an enthusiastic, mission-driven individual to conduct program outreach and enrollment to interested clients in the community. The Client Outreach and Engagement Specialist is a passionate people-person who will be the primary interface between Compass and our potential clients. Working primarily on outreach and enrollment, the Client Outreach and Engagement Specialist provides an aspirational foundation for clients in order to engage and support them in joining our financial coaching and savings programs. This role reports to the Program Manager.
All Compass staff embody the following core competencies:
Ownership: Steps up and follows through to consistently deliver high-quality work.
Diversity, Equity, and Inclusion: Champions the value of diversity and the creation of inclusive spaces.
Growth Mindset: Embraces challenges and setbacks as the fuel for learning and development.
Teamwork: Contributes actively and collaboratively with colleagues to achieve shared goals.
Primary Responsibilities
- Act as the primary point of contact for clients who are interested in our programs
- Implement a marketing and outreach plan, including postcards, flyers, and social media, to message the program to potential clients, with support from the marketing & communications team
- Establish an aspirational, culturally competent, and client-focused message in all marketing content, orientations, and communication to clients
- Conduct orientations and other outreach events. Field inbound inquiries from potential clients and screen for eligibility. Respond to client inquiries in a timely way.
- Establish referral relationships with partners in the community
- Deliver on annual program enrollment goals, with support from the outreach team.
- Maintain knowledge about the elements of the organization’s core Family Self-Sufficiency (FSS) and financial coaching programs
- Record client information, inquiries, and pipeline information accurately and on time, with a rigorous dedication to confidentiality and data security protocols
Qualifications and Skills
Required
- Commitment to Compass’ mission and passion for working with families with low incomes
- Cultural humility: openness to and respect for others’ cultures, identities, and lived experiences
- Strong public speaking and presentation skills
- Outgoing, welcoming, and uplifting; ability to establish trusting relationships with clients
- Ability to work independently and collaboratively, and take initiative
- Ability to multitask in fast paced environment
- Detail oriented
- Strong phone etiquette and interpersonal skills
- Technical proficiency in Gmail, Microsoft Office, Zoom, and/or Salesforce
- Ability to lift 25 pounds
- Willingness to travel to conduct in-person orientations and outreach events. Ability to accommodate a flexible schedule to work at least one evening per week and up to one Saturday a month.
Preferred
- Bilingual fluency in English and Spanish strongly preferred
- Preference for language fluency in Haitian Creole or Cantonese
- Previous experience as a client in a Compass program
- Strong relationships in the communities we serve
- Access to a reliable transportation
This job description is not intended to provide a comprehensive listing of all duties or responsibilities. Job duties and responsibilities may change at any time based on the needs of the organization.
Benefits
The salary range for this role is $47,170-$56,445 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 21 vacation days, 10 sick days, 3 personal 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
Additional Information
This is a primarily remote position based in Boston, Chicago or Philadelphia, with travel to mandatory in-person meetings, staff gatherings and as needed to fulfill job responsibilities such as in-person outreach event, information sessions and marketing campaigns.
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.
As a contractor of Boston Housing Authority, Compass also provides hiring preference to Section 3 residents. Section 3 Residency is defined as being an authorized resident of Boston Housing Authority or a “low-income resident” of the Boston Metropolitan Statistical Area, which includes Suffolk, Norfolk, Middlesex, Essex, Plymouth, Strafford (NH), and Rockingham (NH) Counties.
As a contractor of Philadelphia Housing Authority, Compass also provides hiring preference to Section 3 residents. Section 3 Residency is defined as being an authorized resident of Philadelphia Housing Authority or 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.
