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Client Intake Manager Jobs in Anaheim, CA (NOW HIRING)

Screen incoming calls, schedule intake appointments, manage waitlists, and follow up on no-shows or missed appointments * Conduct client and family interviews to determine eligibility and appropriate ...

Assisting with client transportation and supporting basic needs such as grocery coordination ... intake paperwork, case notes, and client management system data entry * Bachelor's degree or higher ...

... client relationships Maintain accurate records in the case management system and intake logs Collaborate with team members to complete the intake and consultation process Assist attorneys and staff ...

Showing results 21-40

Client Intake Manager information

See Anaheim, CA salary details

$37.2K

$70.1K

$114.6K

How much do client intake manager jobs pay per year?

As of Aug 6, 2026, the average yearly pay for client intake manager in Anaheim, CA is $70,084.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,300.00 and $82,700.00 per year, depending on experience, location, and employer.

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 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.

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.
Infographic showing various Client Intake Manager job openings in Anaheim, CA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $70,084 per year, or $33.7 per hour.

Legal Intake Sales Executive

Avrek Law

Newport Beach, CA

$20 - $26/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 9 hours ago


Job description

Description
We are seeking high-performing sales professionals to join our team! Applicants must be able to demonstrate a track record of sales success and have a natural sense of urgency paired with a genuine trait of empathy. 
As a Legal Intake Executive, you will be responsible for reaching out to potential clients regarding their legal matters and accessing case eligibility to qualify if the Firm can meet their needs. This unique and rewarding sales opportunity is ideal for those who are skilled in building trust and rapport and can confidently turn a lead into a client.
We offer a competitive salary and excellent bonus structure, as well as opportunities for professional development and growth. 

Responsibilities:
  • Initiate phone calls to potential clients analyzing their case fit and making sure they feel seen and heard.
  • Build relationships with potential clients and vendors.
  • Work with the firm’s intake management team to determine viability of potential cases and update the firm’s database with accurate data.
  • Be a closer, someone who can entice clients and encourage them to sign on with our firm.
  • Provide exceptional customer service by addressing and resolving any issues or complaints.
  • Deliver customized, targeted sales strategies to ensure monthly goals are met.


Qualifications:
  • Must be Bilingual in Spanish.
  • Ability to work a full-time schedule within the time frames of Monday – Friday 7:30am – 7:00pm and Saturday – Sunday 8:00am – 5:00pm.
  • Minimum 2 years of experience in sales, with a focus on outbound calling being a plus.
  • Ability to work in a fast-paced environment and meet sales targets.
  • Ability to show empathy while building rapport with customers.
  • Prior knowledge of personal injury law is preferred but not required.


Benefits:
  • Robust bonus structure of $50 - $100 per case signed.
  • 401(k) 
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance