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Sales Intake Jobs (NOW HIRING)

Sales Intake Specialist

Oklahoma City, OK · Remote

$16.50 - $22/hr

Sales Intake Specialist, Personal Care Services Remote At Elara Caring, we care where you are-and we believe the best place for care is where you live. There's truly no place like home, which is why ...

Sales Intake Specialist

Oklahoma City, OK · Remote

$16.50 - $22/hr

Sales Intake Specialist, Personal Care Services Remote At Elara Caring, we care where you are-and we believe the best place for care is where you live. There's truly no place like home, which is why ...

Proactive Sales & Back-office administration: - Welcoming walk-in clientele with care and providing expertise and product knowledge. - Receiving, inputting, and pricing intake in a timely manner and ...

Legal Sales Intake Specialist

San Diego, CA

$18.75 - $25.25/hr

If you have prior legal intake experience, great communication skills, and a passion for helping ... Sales or customer service experience is highly valued. About Company Weiner Law is a fast-growing ...

Maintain accurate records within the CRM * Track and report intake activity during slower call periods Qualify leads using a sales minded approach * Follow up with potential clients to maintain ...

Legal Sales Intake Specialist

San Diego, CA

$18.75 - $25.25/hr

Legal Intake Specialist Our rapidly growing law practice is seeking a CA-licensed attorney to join ... Sales or customer service experience is highly valued. Compensation $100,000 + Bonus Potential ...

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Showing results 1-20

Sales Intake information

What are the key skills and qualifications needed to thrive as a Sales Intake Specialist, and why are they important?

To thrive as a Sales Intake Specialist, you need strong customer service skills, attention to detail, and familiarity with sales processes, often supported by a background in business or sales. Proficiency in CRM systems like Salesforce and basic office software is typically required. Excellent communication, active listening, and multitasking abilities help you stand out in this role. These skills ensure accurate lead qualification, efficient workflow, and a positive first impression for potential clients, which are critical for sales success.

What is the difference between Sales Intake vs Sales Coordinator?

AspectSales IntakeSales Coordinator
Primary RolePrepares and qualifies sales leads, gathers client informationCoordinates sales activities, manages schedules, supports sales team
Required SkillsCommunication, lead qualification, CRM proficiencyOrganization, communication, scheduling
Work EnvironmentSales departments, client-facing rolesOffice setting, internal support
Common CertificationsCRM training, sales support coursesAdministrative or sales support certifications

Sales Intake focuses on qualifying and gathering information from potential clients to generate leads, while Sales Coordinators support the sales team by managing schedules and internal processes. Both roles require strong communication skills, but Sales Intake is more client-facing, whereas Sales Coordinators work behind the scenes to facilitate sales activities.

What are Sales Intake roles?

Sales Intake roles are positions focused on the initial stages of the sales process, where professionals gather and qualify information from potential clients or leads. Their main responsibility is to assess customer needs, determine if there is a good fit with the company's offerings, and pass qualified prospects to the sales team for further follow-up. Sales Intake specialists often handle inbound inquiries, conduct preliminary consultations, and help ensure a smooth customer experience from the very first interaction.

How does a Sales Intake specialist typically collaborate with sales representatives and other departments during the client onboarding process?

A Sales Intake specialist works closely with sales representatives to ensure that all client information is accurately gathered and documented at the initial stages of the sales cycle. They often liaise with departments such as customer service, operations, and finance to verify client requirements, resolve discrepancies, and streamline the onboarding process. This collaborative approach helps prevent delays, ensures a seamless client experience, and supports the sales team in meeting their targets. Regular communication and detailed record-keeping are key aspects of this role.
More about Sales Intake jobs
Infographic showing various Sales Intake job openings in the United States as of May 2026, with employment types broken down into 98% Full Time, 1% Part Time, and 1% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution.
Sales Intake Specialist

Sales Intake Specialist

Elara Caring

Oklahoma City, OK • Remote

$16.50 - $22/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 11 days ago


Elara Caring rating

5.6

Company rating: 5.6 out of 10

Based on 119 frontline employees who took The Breakroom Quiz

154th of 228 rated social care providers


Job description

At Elara Caring, we have a unique opportunity to play a huge role in the growth of an entire home care industry. Here, each employee has the chance to make a real difference by carrying out our mission every day. Join our elite team of healthcare professionals, providing the Right Care, at the Right Time, in the Right Place.

Job Description:

Sales Intake Specialist, Personal Care Services
Remote

At Elara Caring, we care where you are-and we believe the best place for care is where you live. There's truly no place like home, which is why our teams deliver high-quality, compassionate care to more than 60,000 patients each day, right where they feel most comfortable.

Every team member plays a vital role in this mission-and as a Sales Intake Specialist, you are the spark that ignites the journey. You'll be the first connection, the trusted voice, and the driving force behind connecting families to life-changing care. Your work ensures our elite healthcare professionals can do what they do best-care for those who need it most.

To continue leading the industry with innovation and heart, we're looking for a Sales Intake Specialist who is energized by purpose, driven by results, and passionate about making meaningful connections. Could that be you? Apply today and let's make an impact-together.

Why Join the Elara Caring Mission?

  • Thrive in a collaborative, supportive, and purpose-driven environment

  • Be rewarded with a meaningful opportunity to truly make a difference

  • Competitive compensation package with bonus potential

  • Comprehensive sales training program to sharpen your skills

  • Clear pathways for career advancement

  • Tuition reimbursement for full-time staff & continuing education for all employees

  • Comprehensive medical, dental, and vision insurance plans

  • 401(k) with employer match

  • Generous paid time off, holidays, and family & pet bereavement leave

  • Pet insurance options

As a Sales Intake Specialist, You Will:

  • Lead high-volume outbound calls to engage potential and existing clients, connecting them to the right care solutions

  • Build meaningful relationships by understanding customer needs and delivering exceptional, personalized service

  • Become an expert in our services-confidently communicating features, benefits, and pricing

  • Consistently meet or exceed monthly sales targets and performance metrics

  • Guide individuals through the intake and referral process-from discovery to successful conversion

  • Skillfully navigate objections, turning challenges into opportunities

  • Collaborate cross-functionally to ensure a seamless, positive customer experience

  • Participate in ongoing training to stay ahead of industry trends and sales strategies

  • Maintain strict confidentiality in accordance with HIPAA Privacy Final Rule

  • Support additional duties and projects as needed

What You Bring:
  • High school diploma or equivalent required

  • Experience in a call center sales environment

  • Home care, healthcare, or social work experience preferred

  • Strong knowledge of Medicare/Medicaid (MCO, MLTC, and other payer types), home care benefits, and multi-state regulations

  • Comfort working with multiple systems, databases, and data entry tools

  • Reliable transportation to perform job responsibilities

You will report to the Director of Sales.

This is not a comprehensive list of all job responsibilities; a full job description will be provided.

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

#ElaraGA

Equal Employment Opportunity: We are proud to be an equal opportunity workplace and comply with state and federal affirmative action requirements. Individuals are recruited, hired, assigned and promoted without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, protected veteran status, or any other protected characteristic. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruiting@elara.com.

Pay & Benefit Information: Compensation for this role will be determined based on a variety of factors, including qualifications, skills, competencies, and relevant experience. Elara offers a broad range of benefits. Learn more at https://careers.elara.com/us/en/benefits

EVerify: Elara Caring participates in E-Verify after a job offer is accepted and Form I-9 completed.


What Elara Caring employees say

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Benefits

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About Elara Caring

Sourced by ZipRecruiter

At Elara Caring, we have an unique opportunity to play a huge role in the growth of an entire home care industry. Here, each employee has the chance to make a real difference by carrying out our mission every day. Join our elite team of healthcare professionals, providing the Right Care, at the Right Time, in the Right Place.

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Dallas, TX, US

Year founded

1994

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