Case Manager

Case Manager – CR-Social Development Commission Flyer

Job Purpose:

Under the supervision of the Career Services Manager, the Case Manager-Retention will provide case management to all participants enrolling and enrolled under Career Services.  CM-R will develop Initial Case Management Assessments and ISP’s (Individual Service Plan) for each individual; will work with participants to ensure they are progressing toward the satisfactory completion of their plan.  Provide case management utilizing an integrated system approach within SDC, and with community partners.

Essential Duties:

  • Provide integrated case management services to participants that address potential barriers of program sustainability (enrollment, retention & follow-up), and enhances their chance of successful program completion.
  • Completes an initial intake/assessment and acts upon critical needs appropriately and immediately.
  • Performs data entry into all systems related to programs and agency for data tracking.
  • Work closely with Program Coordinators to assess and implement enrollment and retention strategies which will enhance participant success, address abilities and barriers to connect participants to appropriate programming and resources.
  • Responsible for reporting program activities and success stories to program manager monthly via email.
  • Participate or lead presentations of SDC programs and services, program requirements and consequences of behavior.
  • Develops a comprehensive client-driven case plan with both short-term and long-term goals identified, including a timeline and measures for each goal.
  • Monitors progress towards goals in regularly scheduled case assessments with CS team.
  • Evaluates and adjusts case plans as needed and provides written and/ or electronic progress notes in MIS System, Cap60 and client file.
  • Provides on-site career counseling and perform follow-up and retention activities with participants during all program phases.
  • Facilitate, coordinates and implement training programs aimed at learning and practicing life and coping skills and decision-making.
  • Participates in Substance Abuse/Prevention/Crisis Intervention/Mental
  • Health training/ Workforce Development, and other training’s deemed necessary for position competency.
  • Maintains an active caseload of 20-100 participants providing case management, supportive counseling, interventions, case consultation and referral as needed assuring procurement of additional services as needed.
  • Advocate and intervene for/with participants in accessing service.
  • Attend meetings, conferences and workshops as assigned.
  • All other duties as assigned.

Skills/ Qualifications:

  • Must have a working knowledge of Screening, Intake, Client Orientation, Assessment, Basic Supportive Counseling, Case Planning, Case Management, Client Education, Crisis Intervention, Consultation with other Professionals,
  • Report and Record keeping and Referral Services.
  • Coordinate and provide care that is safe, timely, effective, efficient, equitable, and client-centered.
  • Must be able to assess and address motivational and psycho-social (housing, employment, education, financial, legal, social, emotional and physical) issues to meet the needs and of the client.
  • Consults and cooperates with community systems to facilitate linkage, referral, crisis management, advocacy, and follow up with the focus on attaining goals.
  • Must have a solid working knowledge of community resources to provide information and referral services to participants.
  • Must have excellent verbal, written and presentation communication skills and able to demonstrate these in the delivery of services.
  • Requires valid driver’s license with a clear driving record.
  • Experience engaging and comfortable working with diverse populations.
  • Have the  ability to utilize cultural competent models of care while ascertaining participants needs and maintain consistent follow-up to ensure continuity of care.


Must possess a combination of human service, social work, criminal justice, AODA/mental health work experience, relevant education, and training which indicates the possession of knowledge, skills, and abilities necessary to perform essential job duties. Plus, at least 3-5 years of work experience in a Human/Social Services setting.

Requires Bachelor’s degree in social work, psychology, human services, sociology, and mental health counseling from an accredited US Department of Education School a must. Master’s Degree preferred.

Preferred Certification:

State of Wisconsin Department of Safety and Professional Services (WI-DSPS) Substance Abuse Counselor In-Training (SAC-IT) or Prevention Specialist (PS) professional credential.

Clinical Substance Abuse Counselor (CSAC) or Substance Abuse Counselor (SAC) preferred.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  The phrases “occasionally,” “regularly,” and “frequently” correspond to the following definitions: “Occasionally” means up to 1/3 of working time, “regularly” means between 1/3 and 2/3 of working time, and “frequently” means 2/3 and more working time.

While performing the duties and responsibilities of this position, the employee is occasionally required to stand and walk.  The incumbent will regularly sit and will frequently talk and listen and use hands to finger, handle or touch.  Specific vision requirements for this position include close vision and the ability to adjust focus. During the performance of his/her duties, the incumbent will regularly lift up to 5 pounds and occasionally up to 15 pounds.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee works regularly in an office environment where the noise level is moderate.


The above statements are intended to describe the general nature and level of work being performed by staff assigned to this position.  They are not be construed as an exhaustive list of all responsibilities, duties, and skills required.  All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

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