Intake Sales Specialist
Benefits:
401(k) matching
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development
SERVPRO Carmichael/Citrus Heights Roseville/E&W Modesto/Manteca is hiring a Intake Sales Specialist!
About Us We are a large-loss disaster recovery mitigation and construction company committed to delivering exceptional service during our clients' most critical moments. Our team thrives on adaptability, customer-first values, and a dedication to going above and beyond in every interaction.
SERVPRO Carmichael/Citrus Heights Roseville/E&W Modesto/Manteca Offers:
The opportunity to work in a fast-paced and purpose-driven environment where no two days are alike.
A supportive team culture that values collaboration, innovation, and exceptional service.
Growth opportunities within a leading disaster recovery company.
Competitive compensation
Superior benefits
Career progression
Professional development
Position Overview We are seeking a proactive and motivated Intake Sales Specialist to join our team. 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 service, a positive attitude, excellent communication skills, and the flexibility to thrive in a dynamic, fast-paced environment.
Key Responsibilities
Serve as the first point of contact for incoming inquiries, ensuring a professional and empathetic approach when engaging with potential clients.
Assess and qualify leads, effectively gathering critical information to support conversion efforts.
Collaborate with internal teams to ensure a seamless handoff and transition of leads into the larger sales pipeline.
Manage and maintain accurate records of all client interactions, leads, and outcomes in the CRM system.
Ensure data entry is thorough, accurate, and up-to-date to support data integrity and consistency in the CRM.
Monitor CRM-related metrics and provide insights to improve workflow, lead management, and reporting accuracy.
Implement and refine conversion strategies to maximize client acquisition rates.
Support sales initiatives by providing data and insights from the CRM and assisting with team-driven sales efforts.
Proactively identify opportunities to optimize intake processes and enhance customer experiences.
Assist team members with additional sales or administrative-related tasks as needed.
Preferred Qualifications
Prior experience in customer service, intake-based sales, or administrative support preferred (industry experience a plus, but not required).
Strong interpersonal and communication skills, with the ability to actively listen and build trust with clients.
Proficiency in CRM systems and a good understanding of data entry processes and best practices.
A demonstrated ability to adapt to changing priorities and responsibilities.
A sales-oriented mindset with the ability to identify opportunities for improvement and contribute to sales efforts.
Detail-oriented, with strong organizational skills and the ability to maintain data accuracy.
An enthusiastic, team-oriented attitude and a willingness to go above and beyond to support the organization’s goals.
Additional Note The responsibilities and functions of this position will adapt to the needs of the company. Flexibility and a willingness to learn are essential for success in this role.
Apply today to be a key part of our mission to provide unmatched service to those in need.
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