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Lead Intake Manager Jobs in Texas (NOW HIRING)

FBT Gibbons LLP

Client Intake Manager

Dallas, TX · On-site

We are currently seeking a strategic and collaborative Client Intake Manager to lead the daily operations of the firm's Client Intake Department, ensuring the timely and accurate processing of new ...

FBT Gibbons LLP

Client Intake Manager

Houston, TX · On-site

We are currently seeking a strategic and collaborative Client Intake Manager to lead the daily operations of the firm's Client Intake Department, ensuring the timely and accurate processing of new ...

Lisinski Law Firm

Vice President of Intake

Houston, TX · On-site

Lead and develop a high‑performing, dual‑channel Intake organization by coaching leaders at every level, enforcing consistent performance management and development cadences, optimizing staffing ...

Lisinski Law Firm

Vice President of Intake

Dallas, TX · On-site

Lead and develop a high‑performing, dual‑channel Intake organization by coaching leaders at every level, enforcing consistent performance management and development cadences, optimizing staffing ...

Harper Law Firm Pllc

Legal Intake Specialist

San Antonio, TX · On-site

$16.25 - $21.50/hr

Responsibilities: • Lead Intake & Qualification Respond promptly to new leads and potential new ... Identify matters requiring attorney or management review and escalate them promptly. • Sales ...

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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.

Infographic showing various Lead Intake Manager job openings in Texas as of September 2026, with employment types broken down into 93% Full Time, 2% Part Time, and 5% Contract. Highlights an 94% In-person, 3% Hybrid, and 3% Remote job distribution.

Intake Manager

Sugar Land, TX • On-site

The Crash Team - The Galvan Law Firm
See more jobs at The Crash Team - The Galvan Law Firmexternal

Full-time

Re-posted 4 days ago

Job description

Description
The Intake Manager will oversee the firm's entire intake process from first contact through case handoff ensuring every inquiry is handled promptly, accurately, and with the care that turns a call into a client. This role requires a strong leader who can coach a team, analyze performance data, and continuously refine how we convert leads while maintaining compliance with firm policy and legal standards.
Responsibilities
• Oversee and manage the firm's intake process to ensure timely, accurate, and efficient handling of client inquiries and consultations.
• Continuously evaluate and refine the intake process to maximize client conversion rates and enhance satisfaction.
• Collaborate with the marketing team to provide insights and data to improve lead generation and campaigns.
• Work closely with attorneys and staff to ensure accurate information gathering and a smooth transition from intake to case management.
• Coach, mentor, and train the intake team to improve their communication skills and effectiveness.
• Develop strategies to enhance the overall client experience from initial contact through case resolution.
• Monitor intake performance metrics and implement data-driven improvements.
• Ensure the team maintains compliance with firm policies and legal standards throughout the intake process.
Qualifications
• Minimum 2 years of experience in client intake, customer service, sales, or a related role at a law firm (required).
• At least 2 years in a supervisory or leadership role, with strong management skills.
• Exceptional communication and interpersonal abilities, with a talent for relationship-building and collaboration.
• Outstanding organizational and time-management skills, with the ability to prioritize multiple tasks effectively.
• Knowledge of personal injury law and law firm operations is a plus.
• Tech-savvy, with experience using Lead Docket or other legal case management systems.
• Analytical mindset with the ability to monitor and improve performance metrics.

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