Sales Intake Specialist

Job Overview The Sales Intake Specialist plays a vital role in the efficiency of the sales process by serving as the first point of contact for inbound phone and email inquiries related to sales. This position is responsible for professionally and efficiently triaging these communications, gathering essential initial details about the customer and their request, ensuring this information is accurately documented and readily available for the sales team to prepare timely and effective quotes. The ideal candidate will possess excellent communication and organizational skills, a customer-centric approach, the ability to quickly understand and categorize customer needs, and prior experience in a similar role.

Responsibilities:

• Promptly and professionally answer inbound phone calls and respond to sales support emails.
• Actively listen to customers to understand the nature of their inquiry and key requirements.
• Collect and accurately record essential customer information, including contact details, company information (if applicable), and a clear summary of their product or service needs.
• Categorize and prioritize inquiries based on urgency and product/service interest.
• Utilize CRM or other designated systems to log all interactions and input gathered information accurately and efficiently.
• Route qualified inquiries and associated information to the appropriate salesperson in a timely manner.
• Follow established processes and guidelines for intake and information gathering.
• Maintain a strong understanding of the company's products and services to gather relevant initial details effectively.
• Collaborate effectively with the sales team and other departments to ensure a smooth and efficient sales process.
• Identify and escalate any urgent or complex issues to the appropriate personnel.
• Contribute to the improvement of intake processes and documentation.
• Perform other administrative tasks as needed to support the sales team.
• Follow up with sales team members or escalate to the Sales Manager as needed to address any delays or bottlenecks in the handling of requests.

Requirements

• High school diploma or equivalent required; associate or bachelor's degree preferred.
• 1-3 years of proven experience in a similar role, such as Sales Support, Customer Service, or Client Intake.
• Excellent verbal and written communication skills, including active listening and clear articulation.
• Strong organizational skills and attention to detail.
• Proficiency in using CRM systems and other relevant software (e.g., email platforms, Microsoft Office Suite).
• Ability to multitask, prioritize, and manage time effectively in a fast-paced environment.
• A customer-focused attitude with a commitment to providing excellent service.
• Ability to learn quickly and adapt to new information and processes.
• Professional and courteous demeanor.
• Ability to work independently and as part of a team.
• Proactive approach to problem-solving and follow-up.

Success Metrics:

• Accuracy and completeness of information gathered.
• Timeliness of inquiry routing to the sales team.
• Customer satisfaction with the initial contact experience.
• Proactive identification and resolution of delays in request handling.

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Day shift
• Monday to Friday
• No weekends

Work Location: In person