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Client Intake Manager Jobs in California (NOW HIRING)

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Client Intake Manager information

What does a client intake manager do?

A Client Intake Manager oversees the process of welcoming and onboarding new clients into a business or organization. Their responsibilities include gathering essential client information, assessing client needs, ensuring all necessary documentation is completed, and coordinating with different departments to facilitate a smooth start for new clients. They play a critical role in ensuring clients have a positive initial experience and that all compliance and regulatory requirements are met. This position often requires strong organizational, communication, and problem-solving skills.

What are the key skills and qualifications needed to thrive as a client intake manager?

To thrive as a Client Intake Manager, you need strong organizational abilities, attention to detail, and experience with client onboarding or case management, often backed by a degree in business, social work, or a related field. Familiarity with customer relationship management (CRM) software, case management systems, and data entry tools is typically required. Exceptional interpersonal communication, problem-solving, and multitasking skills help you build rapport and handle sensitive client information effectively. These competencies ensure smooth client onboarding, enhance client satisfaction, and support organizational efficiency in managing workflows.

How does a client intake manager typically collaborate with other departments during the onboarding process?

A Client Intake Manager works closely with various teams, such as sales, legal, and customer service, to ensure a seamless onboarding experience for new clients. They coordinate the collection of necessary documentation, clarify client requirements, and address any concerns that may arise during the intake process. Effective communication and strong organizational skills are essential, as the role often requires managing multiple stakeholders and maintaining up-to-date records to facilitate smooth handoffs between departments.

What are the most commonly searched types of Client Intake jobs in California?

The most popular types of Client Intake jobs in California are:

What cities in California are hiring for Client Intake Manager jobs?

Cities in California with the most Client Intake Manager job openings:

Client Intake Manager jobs near you

Client Intake Sales Operations Manager (On-site)

Burbank, CA • On-site, Remote

Abramson Labor Group
Law Firms • 51 - 200 employees
Learn more about Abramson Labor Groupexternal

Full-time

Medical, Dental, Vision, PTO

Re-posted 24 days ago

Job description

Company Description

At Abramson Labor Group, we're not just committed to defending employee rights—we're passionate about it. Whether you're up against a small business or a corporate giant, our highly skilled team of attorneys and legal professionals are ready to fight for you. Headquartered in vibrant Burbank, California, we focus on exclusively protecting employees throughout the entire state of beautiful California. Our dedicated attorneys, paralegals and legal assistants work tirelessly to secure the justice you deserve in all workplace disputes. We pride ourselves on delivering top-notch solutions with integrity, efficiency, and professionalism. Choose Abramson Labor Group and let us champion your cause with unwavering dedication.

Job Description

Position Summary

We are seeking a Client Intake Operations Manager to lead the day-to-day operations of our growing Intake team. This is a key leadership role responsible for overseeing a team of 40-60 intake specialists and coordinators, including both domestic and overseas staff, and ensuring every prospective client moves smoothly and efficiently from first contact through case onboarding.

This role requires close attention to speed, accuracy, and client experience across the intake funnel. The ideal candidate is an experienced operations leader with a strong background in intake, client services, or call-center-style operations, and a track record managing distributed or remote teams.

Key Responsibilities

  • Lead and manage a team of 40-60 intake staff, including performance oversight, scheduling, and resource planning.
  • Own the end-to-end intake workflow, from initial client inquiry through qualification, documentation, and handoff to the Sales/Legal teams.
  • Maintain intake process documentation, define clear ownership at each step, and hold the team accountable to service-level standards.
  • Identify bottlenecks in the intake pipeline and lead process redesign efforts to reduce response time and improve conversion.
  • Manage and optimize CRM and intake software platforms; build dashboards to track call volume, response time, and conversion rates.
  • Partner closely with Sales, Legal, and Marketing teams to ensure leads are qualified, routed, and followed up on correctly.
  • Develop training materials, SOPs, and KPIs for intake staff; support hiring and onboarding with HR.
  • Track daily, weekly, and monthly intake metrics and report performance insights to senior leadership.
Qualifications
  • 4+ years of experience in client intake, call center operations, or business operations, preferably in a high-volume professional services or legal setting.
  • Demonstrated success managing mid-to-large teams (40+ individuals), including offshore and remote staff.
  • Strong experience with CRM tools (e.g., Salesforce, HubSpot) and intake/case management software.
  • Fluent or highly proficient in Spanish is strongly preferred.
  • Excellent organizational, leadership, and communication skills.
  • Comfortable balancing strategic process improvement with hands-on daily management.
  • High attention to detail and a proactive, metrics-driven approach to problem-solving.

Additional Information

Benefits

Our law firm offers eligible employees a comprehensive benefits package that includes medical, dental and vision insurance coverage. We also provide eligible employees with flexible time off plans including Unlimited Paid Time Off (PTO), and paid holidays.

Department

Sales 

Employment Type

Full Time

Location

California

Workplace type

On-site

Compensation

$120,000 - $180,000

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