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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
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Sales Intake jobs near you
Infographic showing various Sales Intake job openings in the United States as of June 2026, with employment types broken down into 72% Full Time, 14% Part Time, and 14% Contract. Highlights an 82% Physical, 1% Hybrid, and 17% Remote job distribution.
Sales Intake Coordinator

Sales Intake Coordinator

Serenity Mental Health Centers

Gilbert, AZ • On-site

$18 - $24.50/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 5 hours ago

Job description

Sales Intake Coordinator

Employment Type: Full-Time 

At Serenity, the Sales Intake Coordinator is where first impressions become committed next steps - and we need someone who knows how to make that happen. You'll be the first voice clients hear, and your job isn't just to inform them, it's to inspire them to take action. This role sits at the intersection of people skills and performance, and we're looking for someone who is energized by both. If you've worked in sales, quota-driven environments, or roles where your numbers told the story, this is your next move. 

You'll guide clients through the intake process, overcome objections, and consistently convert initial conversations into meaningful commitments. We provide full training on our programs - you bring the drive, the resilience, and the closer's mindset. 

What You'll Do 

  • Own the first interaction with every prospective client - make it count by delivering a confident, compelling introduction to our programs 
  • Drive client commitment by clearly communicating value, addressing objections head-on, and guiding each conversation toward a decisive next step 
  • Meet and exceed individual sales-oriented KPIs including conversion rates, follow-up completion, and client progression metrics 
  • Maintain a full pipeline of prospective clients, following up with urgency and consistency to keep momentum from going cold 
  • Gather and document client information accurately to set the internal team up for a seamless handoff 
  • Track your own performance, identify gaps, and proactively adjust your approach to hit your numbers 
  • Collaborate with internal teams to ensure a smooth, high-quality client experience from intake through program start 

What We're Looking For 

  • 2+ years of experience in a sales, sales-adjacent, or performance-driven customer-facing role - retail sales, inside sales, appointment setting, or client development strongly preferred 
  • A proven track record of hitting and exceeding quotas, conversion targets, or performance benchmarks - we want to hear about your numbers 
  • You treat rejection as data, not defeat - you course-correct quickly, stay persistent, and never let a "not yet" become a dead end 
  • Strong consultative communication skills - you ask the right questions, listen with intent, and know how to guide someone toward a confident decision 
  • Self-motivated and competitive by nature - you don't need to be pushed to perform, you hold yourself accountable 
  • Some leadership experience or clear upward trajectory - assistant managers, team leads, and top performers from previous roles are strongly encouraged to apply 

Pay & Benefits 

  • Competitive pay based on experience and performance 
  • 90% employer-paid medical, dental, and vision insurance 
  • 401(k) retirement plan 
  • 10 PTO days (15 after the first year) + 10 paid holidays 
  • Clear, merit-based growth opportunities as Serenity continues to expand - strong performers move up here 

Schedule 

  • Three 13-hour shifts per week 

About Serenity 

Serenity is a growing organization focused on providing structured programs that make a real impact on our clients' lives. We're a performance-driven team that holds itself to a high standard - and we reward the people who do the same. If you're motivated by metrics, energized by a good challenge, and want a role where your effort directly shapes your results and your career, this is the place for you. 

Serenity is an Equal Opportunity Employer. Employment is contingent upon successful completion of a background check and drug screening. 

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