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Sales Intake Jobs (NOW HIRING)

Michael & Associates, Attorneys at Law

$72K - $96K/yr

Sales/Intake Attorney - Criminal Defense | Michael & Associates, Tennessee Michael & Associates is revolutionizing the criminal defense sector in Tennessee. Building upon our significant growth and ...

Gomez Law, APC

Intake Sales Manager

Los Angeles, CA

$50K - $60K/yr

Intake Sales Manager at Gomez Law, APC Los Angeles, California (In-person, Hybrid) Salary Range: $50,000-$60,000 annually plus bonus incentives for client signups Gomez Law, APC: We are a growing ...

Michael & Associates, Attorneys at Law

$72K - $96K/yr

Sales/Intake Attorney - Criminal Defense | Michael & Associates, Tennessee Michael & Associates is revolutionizing the criminal defense sector in Tennessee. Building upon our significant growth and ...

Gomez Law, APC

Intake Sales Manager

Los Angeles, CA · On-site

$50K - $60K/yr

Intake Sales Manager at Gomez Law, APC Los Angeles, California (In-person, Hybrid) Salary Range: $50,000-$60,000 annually plus bonus incentives for client signups Gomez Law, APC: We are a growing ...

Hansen & Rosasco Llp

Legal Assistant

Hauppauge, NY · On-site

$45K - $50K/yr

Proven experience in sales, intake, or high-volume call center environments * Strong closing skills and ability to confidently ask for commitment * Comfortable discussing sensitive topics with ...

Hansen & Rosasco Llp

Legal Assistant

Hauppauge, NY · On-site

$45K - $50K/yr

Proven experience in sales, intake, or high-volume call center environments * Strong closing skills and ability to confidently ask for commitment * Comfortable discussing sensitive topics with ...

Martin Docks LLC

Dealer Coordinator

Gainesville, GA · On-site

$45K - $65K/yr

Exempt Overview The Dealer Coordinator serves as the primary point of contact between dealers and internal fabrication teams, ensuring new sales intake are complete, accurate, and aligned with ...

Martin Docks LLC

Dealer Coordinator

Gainesville, GA · On-site

$45K - $65K/yr

Exempt Overview The Dealer Coordinator serves as the primary point of contact between dealers and internal fabrication teams, ensuring new sales intake are complete, accurate, and aligned with ...

Vitality Hospice

Intake Coordinator

Allentown, PA · On-site

$40K - $60K/yr

This role is perfect for someone looking to launch their career in healthcare sales: you'll start by mastering referral intake and customer service, with a clear growth path toward external business ...

Vitality Hospice

Intake Coordinator

Allentown, PA · On-site

This role is perfect for someone looking to launch their career in healthcare sales: you'll start by mastering referral intake and customer service, with a clear growth path toward external business ...

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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
What job categories do people searching Sales Intake jobs look for? The top searched job categories for Sales Intake jobs are:
Sales Intake jobs near you
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.

Senior Director of Business Development Operations

Lisinski Law Firm

Dublin, OH • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

Job description

About The Lisinski Law Firm
Since 2020, Lisinski Law Firm has served as a dedicated humanitarian immigration practice committed to providing meaningful support to individuals and families seeking safety, stability, and a path forward. We frequently stand with clients who have been turned away elsewhere, offering both advocacy and care. Joining our Firm means becoming part of a team devoted to keeping families together and "Changing as Many Lives as Possible."
About the Role
The Senior Director of Business Development Operations is responsible for designing, building, and scaling the operational infrastructure that enables Lisinski Law's Business Development organization to perform consistently and effectively at scale. This role exists to transform a rapidly grown, high-revenue sales organization into a standardized, disciplined, and highly accountable operating system across in-office intake, virtual intake, phone sales, intake support, and retentions. As a near build-from-scratch leader, this role establishes the processes, governance, training, performance visibility, and quality assurance frameworks required to support sustained growth and expansion into new offices. Acting as the operational quarterback for Business Development, this individual drives outcomes through both direct authority and cross-functional influence, partnering closely with shared services such as HR Learning & Development, Business Intelligence, and EPMO to ensure execution excellence regardless of reporting structure.
Your Key Contributions
  • Design and standardize Business Development operations by creating and implementing enterprise-wide processes, playbooks, and standard operating procedures across all BD functions, including in-office intake, virtual intake, phone sales, intake support, and retentions. Ensure consistent execution across all geographies and channels, eliminating performance variability driven by process inconsistency.
  • Establish and own the BD reporting and analytics framework, including dashboards, scorecards, and funnel metrics that provide real-time visibility into performance from lead generation through close and retention. Partner with IT and Business Intelligence to consolidate reporting into a single, reliable source of truth, leveraging shared services through clearly defined KPIs and service-level agreements.
  • Build and oversee a centralized BD training capability in partnership with HR's Learning & Development function. Own BD-specific training standards, content, and performance outcomes while leveraging HR's L&D infrastructure for instructional design, delivery, and program management. Ensure training resources operating under dotted-line relationships are governed by SLAs and performance metrics.
  • Develop and manage a comprehensive quality assurance program that audits consultations, phone interactions, and retention engagements for compliance with scripts, ethical guidelines, and standards. Implement QA scorecards, feedback mechanisms, and coaching loops that directly inform performance management and continuous improvement.
  • Define and document clear role expectations and accountability frameworks for all roles, from frontline team members to managers. In partnership with HR organizational design resources, establish standardized role clarity to support consistent performance management and career progression.
  • Create and enforce structured performance management cadences across the organization, including regular reviews, standardized scorecards, and accountability mechanisms aligned to defined expectations at every level.
  • Partner with Compensation to design and optimize incentive plans, commission structures, and performance contests that reinforce desired sales behaviors and conversion outcomes. Own performance strategy and behavioral objectives while ensuring compensation plans align with firm-wide philosophy, compliance requirements, and internal equity standards.
  • Serve as the operational partner to IT for the configuration, implementation, and adoption of core technology platforms, including CRM (Salesforce/Litify) and telephony (Amazon Connect). Translate operational requirements into system design decisions and drive adoption through process alignment, without serving as a technical system administrator.
  • Ensure cross-functional alignment across the full client acquisition and retention lifecycle by partnering closely with the VP of Intake, Director of the Phone Team, Director of Customer Retention & Support, Chief Marketing Officer, and Chief Operating Officer. Drive shared accountability for conversion, client experience, and retention outcomes across leadership.
  • Act as a strategic advisor to leadership, providing data-driven insights on performance, capacity planning, operational risks, and growth opportunities.
  • Build, lead, and develop the BD Operations function, including direct reports (BD Operations Managers and Specialists, Contracts team, Analyst, Project Manager) and dotted-line resources from HR Learning & Development and other shared services as applicable. Establish clear SLAs, KPIs, and governance models to ensure accountability regardless of reporting line and develop career pathways within BD Operations.

What Makes You a Great Fit
  • Cultivates Innovation - Continuously challenges legacy practices by designing and implementing new operating models, tools, and systems that improve conversion, scalability, and execution consistency across channels.
  • Strategic Mindset - Translates the firm's growth strategy into scalable operating infrastructure by anticipating future capacity needs, performance risks, and expansion requirements.
  • Business Insight.
  • Drives Vision and Purpose - Aligns leaders and teams around a shared operating vision that positions operational excellence as a core driver of client experience, revenue growth, and firm success.
  • Cultivates Innovation.
  • Ensures Accountability.

Minimum Education and Experience Requirements
  • Bachelor's degree required; MBA or advanced degree in business, operations, or related field preferred.
  • 10-15 years leading manager and directors.
  • 15+ years functional experience; multi-functional leadership experience; scaling expertise.

How You'll Benefit
Lisinski Law Firm provides a comprehensive benefits package that supports the diverse needs of our employees and their families. We recognize the importance of health and well-being and are committed to fostering an environment where every team member can feel and perform at their best.
  • 401k Match
  • Medical, Dental, & Vision Insurance
  • Options for Health Savings Account or Flexible Spending Account
  • Dependent Care FSA
  • Basic Life Insurance
  • Voluntary Life & AD&D
  • Disability Insurance
  • Hospital Indemnity Insurance
  • Employee Assistance Program
  • Calm App Subscription
  • Paid Time Off

Our Firm
At Lisinski Law Firm, the commitment we show to our clients is matched by how we support and invest in our people. LLF is a place where employees are encouraged by peers, heard by leadership, and strengthened by a genuinely collaborative team culture. Whether you join Marketing, IT, Accounting, Legal, or any other function, your work matters. Every role contributes to meaningful, lasting impact in the lives of those we serve.
Our Values
At Lisinski Law Firm, we are driven by a client obsessed mindset and a commitment to learning, advocacy, efficiency, and nimbleness in everything we do. We work as true team players, delivering creative problem-solving and high-quality service to support families with excellence and care.

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