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Lead Intake Jobs in California (NOW HIRING)

Merlin Law Group

Client Intake Specialist

Los Angeles, CA · Remote

$19.25 - $25.50/hr

We're looking for a Client Intake Specialist to serve as the gateway to our firm's client ... Partner with Marketing to support lead flow optimization, tracking, and conversion efforts

Oso Home Care

Director of Infusion Intake

Irvine, CA · On-site

$80K - $120K/yr

Director of Intake & Patient Access Position Summary Oso Home Care is seeking an experienced ... Lead organizational change initiatives and drive continuous improvement throughout the patient ...

LBC Mortgage

Account Executive

Los Angeles, CA · On-site

Manage the full loan lifecycle from lead intake to funding * Build and maintain strong relationships with investors and referral partners * Consistently meet and exceed monthly production goals ...

IICRC

Intake Sales Specialist

Sacramento, CA · On-site

$20 - $26/hr

This role focuses on managing the intake process for potential clients and implementing strategies that drive lead conversion. The ideal candidate will have some experience in sales or customer ...

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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.

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 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 August 2026, with employment types broken down into 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution.

Client Intake Specialist

Merlin Law Group

Los Angeles, CA • Remote

$19.25 - $25.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 16 days ago

Job description

We’re looking for a Client Intake Specialist to serve as the gateway to our firm’s client experience and play a key role in supporting case acquisition. This position sets the tone for professionalism, responsiveness, and trust from the very first interaction.

Blending client experience, structured intake, and operational precision, this role ensures every prospective client is heard, guided, and supported throughout the intake process. The Client Intake Specialist is responsible for gathering, organizing, and documenting critical client and case information, ensuring attorneys are equipped with complete and accurate details to efficiently evaluate potential matters.

What You'll Do

  • Answer calls, emails, and online inquiries from prospective clients
  • Conduct intake conversations and collect key case information
  • Enter and manage data in our CRM system
  • Track leads and follow up to keep cases moving forward
  • Collect and organize client documents
  • Facilitate communication between prospective clients, attorneys, and internal teams
  • Partner with Marketing to support lead flow optimization, tracking, and conversion efforts
  • Deliver a professional, empathetic, and responsive client experience

Our Ideal Candidate

  • Strong communication skills and professional phone presence
  • Ability to build rapport and handle sensitive conversations
  • Highly organized with strong attention to detail and accuracy
  • Comfortable multitasking in a fast-paced environment
  • Deliver a professional, empathetic, and responsive client experience
  • Experience in customer service, intake, call center, or legal support preferred
  • CRM experience (like HubSpot) is a plus

Why Join Us

  • Flexible scheduling options (including evenings and weekends)
  • Opportunity to make a real impact on client experience
  • Collaborative, team-oriented environment
  • Growth opportunities within a dynamic legal organization

What We Offer

  • Competitive salary based on experience
  • Medical, dental, vision, and life insurance
  • 401(k) with competitive match
  • Short- & Long-Term disability

Note to Recruiters & Staffing Agencies: Thank you for your interest in our job advertisement. To streamline our communication process, we kindly request that you direct all inquiries to careers@merlinlawgroup.com. Please, no phone calls or direct emails to our employees. We appreciate your cooperation and look forward to collaborating with you.

Merlin Law Group is an equal employment opportunity employer and is committed to providing equal employment opportunity to all qualified persons without regard to such factors as race, color, sex, religion, national origin, age, disability, marital status, gender identity/expression, sexual orientation, genetic information, or any other protected status, consistent with federal, state, and local equal employment opportunity laws.