Intake Coordinator (Sales Support & Lead Management)

Are you a master of first impressions? We are looking for a highly organized, professional, and persuasive Intake Coordinator to act as the primary bridge between new inquiries and our expert care team.

In this role, you aren’t "hunting" for new business or "closing" complex contracts. Instead, you are the essential support partner—the SDR-style engine that powers our sales process. You will handle the initial engagement, qualify needs with empathy and clarity, and set our Care Consultants up for success by scheduling high-quality consultations.

The Skills You Need

We are looking for a candidate who is self-driven, detail-oriented, and comfortable in a high-activity phone environment.

• Experience: 6 months to 1 year of professional experience in a sales-support, intake, or SDR-style role.
  

• CRM Proficiency: Hands-on experience with Salesforce (or a similar CRM) is required.
  

• Communication: Exceptional English-speaking skills with a clear, professional, and empathetic phone presence.
  

• Sales Mindset: Proven experience in phone-based conversion and the ability to explain rates and processes with confidence.
  

• Organization: High attention to detail with the ability to manage tasks across multiple systems simultaneously.
  

Important Note

This is not a "cold-calling" hunter role, nor is it a final "closer" role. This is a high-level administrative assistant to the sales team designed for someone who loves the process of nurturing leads and staying organized.

• Speed: Timely responses to every single inbound inquiry.
  

• Performance: A high conversion rate from initial inquiry to a scheduled consultation.
  

• Accuracy: Maintaining clean, actionable data within our CRM.
  

• Consistency: Maintaining steady weekly activity levels and receiving positive feedback from prospective families.
  

• Speed: Timely responses to every single inbound inquiry.
  

• Performance: A high conversion rate from initial inquiry to a scheduled consultation.
  

• Accuracy: Maintaining clean, actionable data within our CRM.
  

• Consistency: Maintaining steady weekly activity levels and receiving positive feedback from prospective families.
  

What You’ll Do

As the first point of contact for families and referral partners, your day-to-day focuses on conversion and coordination:

• Lead Engagement: Answer all inbound service inquiries via phone. Confidently communicate our service options, rates, and value proposition.
  

• Conversion: Turn inbound interest into scheduled care consultations for the team.
  

• Data Integrity: Log every interaction, inquiry, and follow-up within Salesforce and WellSky to ensure 100% record accuracy.
  

• Support & Outreach: Perform follow-up calls to prospects and conduct Quality Assurance (QA) calls with current clients.
  

• Market Coordination: Help organize "lunch and learns" with hospitals and community partners, and support marketing efforts by setting appointments and managing materials.
  

What You’ll Do

As the first point of contact for families and referral partners, your day-to-day focuses on conversion and coordination:

• Lead Engagement: Answer all inbound service inquiries via phone. Confidently communicate our service options, rates, and value proposition.
  

• Conversion: Turn inbound interest into scheduled care consultations for the team.
  

• Data Integrity: Log every interaction, inquiry, and follow-up within Salesforce and WellSky to ensure 100% record accuracy.
  

• Support & Outreach: Perform follow-up calls to prospects and conduct Quality Assurance (QA) calls with current clients.
  

• Market Coordination: Help organize "lunch and learns" with hospitals and community partners, and support marketing efforts by setting appointments and managing materials.