Intake Sales Specialist

About the role

We are a large-loss disaster recovery mitigation and construction company committed to delivering exceptional service during our clients' most critical moments. Our team thrives on adaptability, customer-first values, and a dedication to going above and beyond in every interaction.

Responsibilities

• Serve as the first point of contact for incoming inquiries, ensuring a professional and empathetic approach when engaging with potential clients.
• Assess and qualify leads, effectively gathering critical information to support conversion efforts.
• Collaborate with internal teams to ensure a seamless handoff and transition of leads into the larger sales pipeline.
• Implement and refine conversion strategies to maximize client acquisition rates.
• Proactively identify opportunities to optimize intake processes and improve customer experiences.
• Maintain detailed records of all client interactions and outcomes in our CRM system.
• Support team members with additional sales or administrative tasks as needed.

Requirements

• Prior experience in customer service or intake-based sales preferred (industry experience a plus, but not required).
• Strong interpersonal and communication skills, with the ability to actively listen and build trust with clients.
• A demonstrated ability to adapt to changing priorities and responsibilities.
• Proficiency in CRM systems and familiarity with data entry processes.
• An enthusiastic, team-oriented mindset and a willingness to go above and beyond to support the organization’s goals.

Qualifications

The ideal candidate will have some experience in sales or customer service, a positive attitude, excellent communication skills, and the flexibility to thrive in a dynamic, fast-paced environment.

Skills

• Proactive problem-solving skills
• Excellent communication and interpersonal skills
• Ability to manage multiple tasks and prioritize effectively
• Strong organizational and time management skills

Benefits

• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k) matching
• Competitive salary

Pay

Competitive compensation

Schedule

Flexible schedule to accommodate the needs of the role and the business.