The Intake Team Lead will coach, monitor, and develop their team using clear KPIs and performance metrics, ensuring consistent growth in signed cases and overall intake performance. This role ...
The Intake Team Lead will coach, monitor, and develop their team using clear KPIs and performance metrics, ensuring consistent growth in signed cases and overall intake performance. This role ...
Intake Team Lead LNN Law (Levin & Nalbandyan) is a well-established and expanding, plaintiff-side law firm built on one core belief: justice should be accessible to everyone -- not just the powerful.
Intake Team Lead LNN Law (Levin & Nalbandyan) is a well-established and expanding, plaintiff-side law firm built on one core belief: justice should be accessible to everyone -- not just the powerful.
The Intake Team Lead will coach, monitor, and develop their team using clear KPIs and performance metrics, ensuring consistent growth in signed cases and overall intake performance. This role ...
The Intake Team Lead will coach, monitor, and develop their team using clear KPIs and performance metrics, ensuring consistent growth in signed cases and overall intake performance. This role ...
HCBA Intake Case Manager
Palo Alto, CA · On-site
$50K - $78K/yr
HCBA Lead Intake Case Manager/Program Manager Work Type: Remote/ Field Work POSITION SUMMARY: The Intake Case Manager manages and maintains their caseload, provides case management services to each ...
HCBA Intake Case Manager
Palo Alto, CA · On-site
$50K - $78K/yr
HCBA Lead Intake Case Manager/Program Manager Work Type: Remote/ Field Work POSITION SUMMARY: The Intake Case Manager manages and maintains their caseload, provides case management services to each ...
HCBA Intake Case Manager
Palo Alto, CA · On-site
$50K - $78K/yr
HCBA Lead Intake Case Manager/Program Manager Work Type: Remote/ Field Work POSITION SUMMARY: The Intake Case Manager manages and maintains their caseload, provides case management services to each ...
HCBA Intake Case Manager
Palo Alto, CA · On-site
$50K - $78K/yr
HCBA Lead Intake Case Manager/Program Manager Work Type: Remote/ Field Work POSITION SUMMARY: The Intake Case Manager manages and maintains their caseload, provides case management services to each ...
HCBA Intake Case Manager
Palo Alto, CA · On-site
$50K - $78K/yr
HCBA Lead Intake Case Manager/Program Manager Work Type: Remote/ Field Work POSITION SUMMARY: The Intake Case Manager manages and maintains their caseload, provides case management services to each ...
HCBA Intake Case Manager
Palo Alto, CA · On-site
$50K - $78K/yr
HCBA Lead Intake Case Manager/Program Manager Work Type: Remote/ Field Work POSITION SUMMARY: The Intake Case Manager manages and maintains their caseload, provides case management services to each ...
Intake Coordinator
Yuba City, CA · On-site
$19 - $26/hr
Coordinate intake appointments and service entry with Case Workers and the Lead Case Manager * Prepare complete and accurate intake packets to support timely case assignment * Maintain, coordinate ...
Intake Coordinator
Yuba City, CA · On-site
$19 - $26/hr
Coordinate intake appointments and service entry with Case Workers and the Lead Case Manager * Prepare complete and accurate intake packets to support timely case assignment * Maintain, coordinate ...
Intake Coordinator
Yuba City, CA · On-site
$21/hr
Coordinate intake appointments and service entry with Case Workers and the Lead Case Manager * Prepare complete and accurate intake packets to support timely case assignment * Maintain, coordinate ...
Quick apply
Intake Coordinator
Yuba City, CA · On-site
$21/hr
Coordinate intake appointments and service entry with Case Workers and the Lead Case Manager * Prepare complete and accurate intake packets to support timely case assignment * Maintain, coordinate ...
Intake Coordinator
Clearlake, CA · On-site
$1.2K/wk
Set up and manage intake pipelines to track lead progress and milestones. * Meet and report on key intake metrics and targets to leadership. * Uphold data privacy and confidentiality in handling ...
Quick apply
Intake Coordinator
Clearlake, CA · On-site
$1.2K/wk
Set up and manage intake pipelines to track lead progress and milestones. * Meet and report on key intake metrics and targets to leadership. * Uphold data privacy and confidentiality in handling ...
Intake Coordinator
Yuba City, CA · On-site
$21/hr
Coordinate intake appointments and service entry with Case Workers and the Lead Case Manager * Prepare complete and accurate intake packets to support timely case assignment * Maintain, coordinate ...
Intake Coordinator
Yuba City, CA · On-site
$21/hr
Coordinate intake appointments and service entry with Case Workers and the Lead Case Manager * Prepare complete and accurate intake packets to support timely case assignment * Maintain, coordinate ...
Roofing Sales Lead
Livermore, CA · On-site
$115K - $130K/yr
Lead intake * Site inspections * Scope development * Estimating * Proposal presentation * Contract execution * Ensure CRM is updated daily and accurately * Track close ratios, sales cycle length, and ...
Roofing Sales Lead
Livermore, CA · On-site
$115K - $130K/yr
Lead intake * Site inspections * Scope development * Estimating * Proposal presentation * Contract execution * Ensure CRM is updated daily and accurately * Track close ratios, sales cycle length, and ...
Intake Manager
Yucaipa, CA · On-site
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 ...
Intake Manager
Yucaipa, CA · On-site
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 ...
Roofing Sales Lead
Livermore, CA · On-site
$115K - $130K/yr
Lead intake * Site inspections * Scope development * Estimating * Proposal presentation * Contract execution * Ensure CRM is updated daily and accurately * Track close ratios, sales cycle length, and ...
Roofing Sales Lead
Livermore, CA · On-site
$115K - $130K/yr
Lead intake * Site inspections * Scope development * Estimating * Proposal presentation * Contract execution * Ensure CRM is updated daily and accurately * Track close ratios, sales cycle length, and ...
Roofing Sales Lead
Livermore, CA · On-site
$115K - $130K/yr
Lead intake * Site inspections * Scope development * Estimating * Proposal presentation * Contract execution * Ensure CRM is updated daily and accurately * Track close ratios, sales cycle length, and ...
Roofing Sales Lead
Livermore, CA · On-site
$115K - $130K/yr
Lead intake * Site inspections * Scope development * Estimating * Proposal presentation * Contract execution * Ensure CRM is updated daily and accurately * Track close ratios, sales cycle length, and ...
Intake Manager
Yucaipa, CA · On-site
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 ...
Quick apply
Intake Manager
Yucaipa, CA · On-site
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 ...
Intake Manager
Yucaipa, CA · On-site
$25/hr
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 ...
Intake Manager
Yucaipa, CA · On-site
$25/hr
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 ...
Intake Manager
Yucaipa, CA · On-site
$70 - $90/hr
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 ...
Intake Manager
Yucaipa, CA · On-site
$70 - $90/hr
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 ...
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 other departments within the Firm, the Intake Specialist may be tasked with special projects on an ...
New
Quick apply
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 other departments within the Firm, the Intake Specialist may be tasked with special projects on an ...
New
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 ...
Quick apply
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 ...
Lead Case Manager
Victorville, CA · On-site
$70K - $72K/yr
LCM will be the lead intake contact providing after-hours intake services on a schedule basis with other staff. * Travel to include transportation of children to parents/sponsor on rotation with ...
Lead Case Manager
Victorville, CA · On-site
$70K - $72K/yr
LCM will be the lead intake contact providing after-hours intake services on a schedule basis with other staff. * Travel to include transportation of children to parents/sponsor on rotation with ...
Lead Intake information
What is a lead intake?
Lead Intake professionals are responsible for managing and qualifying incoming leads or inquiries for a business, often serving as the first point of contact for potential clients or customers. They gather essential information, assess needs, and determine if the lead should be passed on to sales or other relevant departments. Their role ensures that only qualified leads move forward in the sales pipeline, improving efficiency and increasing the chances of successful conversions.
How does a lead intake typically collaborate with sales and marketing teams to ensure high-quality leads?
A Lead Intake professional plays a key role in bridging the gap between marketing and sales by evaluating and qualifying incoming leads before passing them on to the sales team. This involves close collaboration with marketing to understand campaign objectives and with sales to define what constitutes a qualified lead. Regular communication and feedback loops help refine lead criteria and improve conversion rates. Additionally, Lead Intake professionals often participate in team meetings to share insights and adjust strategies based on current trends and data.
What are the key skills and qualifications needed to thrive as a lead intake, and why are they important?
To thrive as a Lead Intake, you need a solid background in client assessment, case management, and knowledge of relevant regulations or industry standards, often supported by experience in social services or healthcare. Familiarity with case management software, electronic records systems, and intake documentation tools is typically required. Strong organizational skills, attention to detail, and excellent interpersonal communication help you effectively coordinate teams and support clients. These capabilities ensure accurate information gathering, efficient team workflow, and high-quality client service in fast-paced environments.
What is the difference between Lead Intake vs Lead Coordinator?
| Aspect | Lead Intake |
|---|---|
| Primary Role | Gathering and qualifying new sales leads, initial contact with prospects |
| Responsibilities | Responding to inquiries, collecting client information, scheduling follow-ups |
| Required Skills | Communication, customer service, basic CRM knowledge |
| Work Environment | Office, call centers, or remote settings within sales teams |
Lead Intake focuses on initial contact and qualifying potential clients, while Lead Coordinator typically manages ongoing lead processes and supports sales teams. Both roles require strong communication skills and familiarity with CRM tools, but Lead Intake is more front-line, whereas Lead Coordinator handles follow-up and process management.
What are popular job titles related to Lead Intake jobs in California?
For Lead Intake jobs in California, the most frequently searched job titles are:
What job categories do people searching Lead Intake jobs in California look for?
The top searched job categories for Lead Intake jobs in California are:
Full-time
Re-posted 20 days ago
Job description
LNN Law (Levin & Nalbandyan) is a well-established and expanding, plaintiff-side law firm built on one core belief: justice should be accessible to everyone - not just the powerful.
We represent individuals in Employment Law, Workers' Compensation, and Personal Injury, standing up for people at critical moments in their lives and holding corporations and insurers accountable. Every case begins with a conversation - and that first conversation can change everything.
At LNN Law, intake is not administrative. It is the front line of justice.
Position Summary
We are looking for a results-driven Intake Team Lead to oversee and develop a pod of callers and openers in a high-performance, sales-focused intake environment. This role is responsible for driving case signups, improving conversion rates, and ensuring that every qualified lead is handled with urgency and professionalism.
The Intake Team Lead will coach, monitor, and develop their team using clear KPIs and performance metrics, ensuring consistent growth in signed cases and overall intake performance. This role requires strong leadership, sales acumen, and the ability to train and motivate team members to maximize opportunities and support the firm's continued growth.
Required Experience
Background in Personal Injury, Employment Law, Workers' Compensation Law, or high-volume sales environments
Prior team lead, supervisory, or management experience
Strong understanding of KPI-driven sales environments
Experience coaching teams to improve conversion rates and performance
Excellent communication, training, and leadership abilities
Full-time onsite availability
Key Responsibilities
Team Oversight & Quality Control
Supervise a pod of intake agents responsible for qualifying leads and signing new cases
Monitor real-time team performance, ensuring leads are handled professionally and effectively
Identify and address missed opportunities and conversion gaps
Conduct regular case audits and follow-up reviews to ensure opportunities are not lost
Ensure accurate data entry, CRM documentation, and adherence to intake procedures
Provide real-time support and escalation guidance for complex intake situations
Maintain a high-energy, sales-focused team culture focused on closing opportunities
Coaching & Development
Provide ongoing sales coaching and performance development to improve team conversion rates
Conduct weekly 1:1 coaching sessions focused on performance metrics and skill development
Review call recordings and intake interactions to reinforce best practices and improve closing techniques
Train team members on qualification, objection handling, and effective case signups
Develop both underperforming and top-performing agents through structured feedback and skill building
Lead shadowing sessions and call reviews to strengthen team performance
Help new team members ramp quickly through hands-on training and mentorship
Set and track weekly goals for each agent
Performance Management
Own and monitor team KPIs including conversion rates, signed cases, response times, and follow-ups
Track and manage individual and pod-level performance against weekly and monthly signup goals
Use reporting dashboards and CRM data to identify trends, gaps, and improvement opportunities
Maintain documentation of coaching sessions, performance metrics, and improvement plans
Work closely with intake leadership to drive consistent growth in signed cases and intake performance
Hold team members accountable for meeting performance expectations and sales targets
We represent individuals in Employment Law, Workers' Compensation, and Personal Injury, standing up for people at critical moments in their lives and holding corporations and insurers accountable. Every case begins with a conversation - and that first conversation can change everything.
At LNN Law, intake is not administrative. It is the front line of justice.
Position Summary
We are looking for a results-driven Intake Team Lead to oversee and develop a pod of callers and openers in a high-performance, sales-focused intake environment. This role is responsible for driving case signups, improving conversion rates, and ensuring that every qualified lead is handled with urgency and professionalism.
The Intake Team Lead will coach, monitor, and develop their team using clear KPIs and performance metrics, ensuring consistent growth in signed cases and overall intake performance. This role requires strong leadership, sales acumen, and the ability to train and motivate team members to maximize opportunities and support the firm's continued growth.
Required Experience
Background in Personal Injury, Employment Law, Workers' Compensation Law, or high-volume sales environments
Prior team lead, supervisory, or management experience
Strong understanding of KPI-driven sales environments
Experience coaching teams to improve conversion rates and performance
Excellent communication, training, and leadership abilities
Full-time onsite availability
Key Responsibilities
Team Oversight & Quality Control
Supervise a pod of intake agents responsible for qualifying leads and signing new cases
Monitor real-time team performance, ensuring leads are handled professionally and effectively
Identify and address missed opportunities and conversion gaps
Conduct regular case audits and follow-up reviews to ensure opportunities are not lost
Ensure accurate data entry, CRM documentation, and adherence to intake procedures
Provide real-time support and escalation guidance for complex intake situations
Maintain a high-energy, sales-focused team culture focused on closing opportunities
Coaching & Development
Provide ongoing sales coaching and performance development to improve team conversion rates
Conduct weekly 1:1 coaching sessions focused on performance metrics and skill development
Review call recordings and intake interactions to reinforce best practices and improve closing techniques
Train team members on qualification, objection handling, and effective case signups
Develop both underperforming and top-performing agents through structured feedback and skill building
Lead shadowing sessions and call reviews to strengthen team performance
Help new team members ramp quickly through hands-on training and mentorship
Set and track weekly goals for each agent
Performance Management
Own and monitor team KPIs including conversion rates, signed cases, response times, and follow-ups
Track and manage individual and pod-level performance against weekly and monthly signup goals
Use reporting dashboards and CRM data to identify trends, gaps, and improvement opportunities
Maintain documentation of coaching sessions, performance metrics, and improvement plans
Work closely with intake leadership to drive consistent growth in signed cases and intake performance
Hold team members accountable for meeting performance expectations and sales targets