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Lead Intake Manager Jobs in California (NOW HIRING)

The Intake Manager leads the full client intake lifecycle-from initial inquiry and onboarding ... Lead, support, and provide daily oversight to the Intake Team * Oversee the complete client ...

Lead, support, and provide daily oversight to the Intake Team * Oversee the complete client ... just manage tasks - they move things forward. The right person is comfortable leading a team ...

Intake Manager

Glendale, CA · On-site

$65K - $80K/yr

Our growing firm is looking to hire an experienced Intake Administrator with a desire to lead us ... management and perform accordingly · Write emails, take notes, research cases, fax, copy, and ...

Intake Specialist

Glendale, CA · On-site

$20 - $25/hr

The Intake Specialist must have the skill to turn a lead into a client. In addition to working with ... Ability to manage their time and multi-task effectively; * Ability to maintain composure and ...

Intake Specialist

Glendale, CA · On-site

$20 - $25/hr

The Intake Specialist must have the skill to turn a lead into a client. In addition to working with ... Manager and/or Management. Duties/Responsibilities · Answering inbound phone calls and placing ...

Intake Sales Manager

Los Angeles, CA · On-site

$50K - $60K/yr

Lead and develop the intake team to achieve departmental KPIs and conversion targets (qualified leads, conversion rate, signups) * Utilize Lawmatics CRM and reporting systems to track performance ...

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Lead Intake Manager information

What does a lead intake manager do?

A Lead Intake Manager oversees the process of receiving, qualifying, and assigning incoming leads within an organization, often in industries like law, healthcare, or sales. They ensure that all potential clients or customers are properly evaluated and directed to the appropriate teams or representatives. Their responsibilities typically include managing a team, optimizing lead management workflows, and using CRM software to track lead progress. The role requires strong communication, organizational, and analytical skills to improve conversion rates and overall client satisfaction.

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

To thrive as a Lead Intake Manager, you need strong organizational skills, experience with case management or client intake processes, and typically a relevant degree such as in social work, healthcare administration, or business. Familiarity with CRM systems, intake management software, and basic data analysis tools is often required. Excellent communication, leadership, and problem-solving abilities help you coordinate teams and ensure a positive client experience. These skills are crucial for efficiently managing high volumes of client inquiries and ensuring smooth operations from first contact through service delivery.

What are some common challenges a lead intake manager faces, and how can they be addressed?

Lead Intake Managers often encounter challenges such as high volumes of incoming leads, ensuring timely and accurate lead qualification, and maintaining effective communication between sales, marketing, and client service teams. To address these challenges, it's important to implement robust lead tracking systems, clearly define qualification criteria, and regularly meet with cross-functional teams to streamline processes. Proactive problem-solving and strong organizational skills are key to thriving in this dynamic environment.

What is the difference between Lead Intake Manager vs Sales Coordinator?

AspectLead Intake ManagerSales Coordinator
Primary RoleOversees initial client inquiries, qualifying leads, and managing lead intake processesSupports sales team with administrative tasks, scheduling, and customer follow-up
Required SkillsCommunication, lead qualification, CRM managementCustomer service, organization, sales support
Work EnvironmentOffice-based, often in sales or marketing departmentsOffice or remote, supporting sales teams
Common UsageUsed in industries like real estate, insurance, and marketingCommon in retail, B2B sales, and service industries

The Lead Intake Manager focuses on managing and qualifying incoming leads to ensure sales teams prioritize high-potential prospects. In contrast, a Sales Coordinator provides administrative support to sales teams, assisting with scheduling and customer communication. While both roles support sales processes, the Lead Intake Manager has a more strategic focus on lead qualification, whereas the Sales Coordinator handles operational tasks.

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

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

Infographic showing various Lead Intake Manager job openings in California as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Intake Manager

Yucaipa, CA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 3 days ago


Job description

Location: In-Person | Yucaipa, CA
Schedule: Full-Time | Monday-Friday within operating hours of 8:00 AM-5:00 PM
Classification: Full-Time, Non-Exempt


About Us:

At The Behavior Lab, we believe the family experience begins long before a child's first therapy session. From the first phone call to the first day of services, our Intake Team plays an important role in helping families feel welcomed, informed, and supported.


We provide compassionate, high-quality ABA services to children and families, and we're looking for an experienced Intake Manager who is ready to lead people, strengthen systems, and help families successfully navigate their journey into services.


If you're someone who loves organization, developing people, solving problems, and turning a busy department into a well-oiled machine, this may be the role for you!


About the Role:

The Intake Manager leads the full client intake lifecycle-from initial inquiry and onboarding through service transitions and offboarding. You'll oversee the Intake Team while ensuring families receive timely communication, documentation stays accurate and compliant, and processes continue moving forward.


This is a hands-on leadership position. We're looking for someone who can see the bigger picture while still paying attention to the details: coaching their team, reviewing workflows, jumping in when challenges arise, tracking departmental performance, and continuously looking for ways to make the family experience better.


You'll also collaborate closely with Clinical, Billing, People Operations, and Marketing to help create smooth transitions from inquiry to active services.


Key Responsibilities:

  • Lead, support, and provide daily oversight to the Intake Team
  • Oversee the complete client lifecycle, including inquiries, onboarding, transitions, and offboarding
  • Ensure timely family follow-up and clear, compassionate communication throughout the intake process
  • Monitor Client documents and onboarding, communication logs, funder documentation, and other intake requirements for accuracy and completion
  • Conduct quality assurance audits and ensure client records and service-region data remain current
  • Serve as an escalation point for complex family concerns, documentation barriers, scheduling challenges, and intake-related issues
  • Maintain and improve Intake SOPs, workflows, and systems
  • Track intake KPIs, including inquiry trends, conversion rates, engagement, and outreach outcomes
  • Identify barriers impacting families' ability to begin services and develop solution-focused strategies
  • Partner with Clinical, Billing, People Operations, Marketing, and other departments to support successful client transitions
  • Support community outreach, resource fairs, partnerships, and family engagement initiatives
  • Coach and develop Intake Team members while maintaining accountability, organization, and departmental expectations



What We're Looking For:

We're looking for someone who doesn't just manage tasks - they move things forward.


The right person is comfortable leading a team, following up until something is complete, having accountability conversations when needed, and finding solutions when a process isn't working. You should be equally comfortable supporting a concerned family, coaching an employee, reviewing data, and collaborating with leadership.


Qualifications:

  • Bachelor's degree in a related field preferred
  • Minimum of 2 years of experience in a related field; 3-5 years preferred
  • Previous leadership, intake, operations, healthcare, customer service, or related experience strongly preferred
  • Strong problem-solving and decision-making abilities
  • Excellent communication and relationship-building skills
  • Highly organized with strong project and time-management skills
  • Ability to work independently while keeping leadership and team members informed
  • Comfortable working in a fast-paced environment with changing priorities
  • Strong emotional intelligence and ability to navigate challenging conversations professionally
  • Proficiency with Google Workspace, including Docs, Sheets, Slides, Calendar, and Gmail
  • Ability to coach, motivate, and develop a team while maintaining clear expectations and accountability


Why You'll Love Working With Us:

At The Behavior Lab, you're not just managing an intake department - you're helping shape a family's first experience with our organization.


We believe strong leaders create strong teams, and strong teams create better experiences for the families we serve. You'll have the opportunity to build systems, develop your team, collaborate across departments, and have a voice in how we continue improving and growing.


We celebrate wins, learn from challenges, promote growth from within whenever possible, and want our leaders to feel empowered to bring forward ideas-not simply maintain what's already been done.


Benefits & Perks:


We offer a supportive, growth-oriented work environment with:

Medical, Dental, and Vision Insurance*
401(k) Retirement Plan*
Paid Time Off (PTO)* & Sick Time
Unpaid Time Off (UTO)
Staff Referral Bonuses
Professional Development & Leadership Training
Team Bonding Outings & Staff Appreciation Events
Employee Social Interest Groups & Lab Social Groups
Opportunities for Internal Growth & Advancement


Physical Requirements:

This is primarily an in-person, office-based role requiring extended computer use and the ability to move throughout office and event spaces. Must be able to occasionally lift up to 25 lbs. Local travel may be required for community events and partnership meetings, with occasional evening or weekend events based on organizational needs.


Ready to Lead the First Step in a Family's Journey?

If you're a people-focused leader who loves building strong systems, developing teams, solving problems, and creating positive experiences for families, we'd love to hear from you!


The Behavior Lab is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive workplace where everyone feels valued and supported.