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Lead Intake Jobs in California (NOW HIRING)

Zesty

Revenue Operation Manager

San Mateo, CA · On-site +1

You will manage the systems, processes, and data that support lead intake, routing, qualification, pipeline creation, and GTM execution. This is a hands-on, independent role for someone who knows how ...

Sweet James LLP

Be Seen First

Intake Supervisor

Newport Beach, CA · On-site

$85K - $100K/yr

Lead, mentor, and develop a team of Intake/Client Concierge representatives in a high-volume call center environment * Monitor team performance, productivity, and quality assurance to ensure ...

Gomez Law, APC

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 ...

Apply Early

Lawyers for Justice, PC

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 and grow an Intake team. This position is crucial as it is the first contact clients have with our ...

Lawyers for Justice, PC

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 ...

Lawyers for Justice, P.C.®

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 ...

TARLANI Healthcare

Intake Specialist

Montrose, CA

$21 - $25/hr

Intake Assistant reports to the department lead, administrator, and/or DON. Responsibilities: * Answer phone calls and messages. * Respond to patient/customer inquiries while maintaining high-quality ...

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All JobsLead Intake JobsLead Intake Jobs in California

Lead Intake information

What are Lead Intake professionals?

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.

What is the difference between Lead Intake vs Lead Coordinator?

AspectLead Intake
Primary RoleGathering and qualifying new sales leads, initial contact with prospects
ResponsibilitiesResponding to inquiries, collecting client information, scheduling follow-ups
Required SkillsCommunication, customer service, basic CRM knowledge
Work EnvironmentOffice, 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.

How does a Lead Intake professional 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 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:
Lead Intake jobs near you
Infographic showing various Lead Intake job openings in California as of June 2026, with employment types broken down into 95% Full Time, 1% Part Time, 1% Temporary, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.
Roofing Sales Lead

Roofing Sales Lead

Abstrakt Marketing Group LLC

Livermore, CA • On-site

$115K - $130K/yr

Full-time

Posted 21 days ago

Job description

ACS Roofing Sales Lead / Sales Manager
Position Summary
The Roofing Sales Lead / Sales Manager is responsible for driving revenue growth, leading the roofing sales team, developing strategic customer relationships, and ensuring accurate, profitable project acquisition. This role bridges sales strategy and production execution, ensuring projects are sold correctly, scoped properly, and aligned with company profitability goals.
Success in this role means:
  • Consistent revenue growth
  • Strong sales team performance
  • Accurate estimating and clean handoffs to production
  • High customer satisfaction and repeat business

This is a leadership role - not just a salesperson.
Core Responsibilities
1. Revenue & Sales Leadership
  • Lead and manage the roofing sales team
  • Set and track monthly, quarterly, and annual sales goals
  • Drive new business development and strategic partnerships
  • Monitor pipeline health and forecast revenue accurately
  • Develop territory and account strategies

Key Outcome: Predictable, profitable revenue growth.
2. Sales Process Management
  • Establish and enforce a structured sales process:
    • 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 pipeline stages
  • Improve conversion rates through coaching and accountability

Key Outcome: Clean, consistent, scalable sales operations.
3. Estimating & Proposal Oversight
  • Oversee or assist with roofing estimates (repairs, re-roofs, maintenance)
  • Ensure all proposals are:
    • Accurate
    • Profitable
    • Complete in scope
  • Review margins before contracts are signed
  • Collaborate with Production Manager on pricing feedback

Key Outcome: Jobs sold right the first time.
4. Client Relationship Management
  • Develop long-term relationships with:
    • Property managers
    • General contractors
    • Commercial building owners
    • HOA boards
  • Conduct follow-ups after project completion
  • Resolve customer concerns in partnership with production
  • Drive repeat and referral business

Key Outcome: High retention and strong reputation.
5. Sales Team Development
  • Recruit, onboard, and train roofing sales reps
  • Conduct ride-alongs and field coaching
  • Hold weekly sales meetings
  • Review KPIs and individual performance metrics
  • Create performance improvement plans if necessary

Key Outcome: High-performing, accountable sales team.
6. Production Alignment
  • Ensure smooth handoff from sales to production
  • Participate in pre-job meetings when needed
  • Confirm scope clarity to avoid change orders caused by sales errors
  • Maintain strong communication with Roofing Production Manager

Key Outcome: Minimal job friction and strong margins.
Key Performance Indicators (KPIs)
Revenue & Growth
  • Monthly and quarterly sales volume
  • Gross margin percentage
  • Sales growth year-over-year
  • Backlog value

Sales Performance
  • Close ratio %
  • Average contract size
  • Sales cycle time
  • Lead response time

Team Performance
  • Individual rep production
  • CRM compliance rate
  • Proposal turnaround time
  • Pipeline accuracy

Quality Control
  • % of jobs requiring change orders due to sales error
  • Customer satisfaction scores
  • Repeat client rate

Required Skills & Experience
  • 5+ years in commercial roofing sales
  • 2+ years in sales leadership or management
  • Strong estimating and blueprint reading skills
  • CRM experience
  • Proven track record of meeting or exceeding sales targets
  • Strong negotiation and communication skills
  • Ability to coach and hold team accountable

Leadership Traits
  • Results-driven
  • Structured and process-oriented
  • Strong communicator
  • High accountability
  • Profit-focused decision maker
  • Calm under pressure

Reporting Structure
Reports To:
  • Operations Manager or General Manager

Works Closely With:
  • Roofing Production Manager
  • Estimating Department
  • Accounting
  • Marketing
  • Warehouse/Fleet

Compensation Structure (Optional Section)
  • Base salary + commission
  • Team performance bonus
  • Margin-based incentives
  • Company vehicle or allowance (if applicable)

If you'd like, I can also create:
  • A KPI Scorecard
  • A comp plan structure
  • A 30-60-90 day onboarding plan
  • A Sales Playbook outline
  • Or a separate Sales Rep vs Sales Manager split role description

Let me know how you want to structure the ACS roofing division moving forward.
Salary Description
$115,000-$130,000

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