Intake Sales Specialist

SERVPRO® Team Carpenter; Sacramento (CA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k) matching

Competitive salary

Job summary

SERVPRO Carmichael/Citrus Heights Roseville/E&W Modesto/Manteca is hiring an Intake Sales Specialist to manage the intake process and drive lead conversion. The role focuses on gathering essential client information, qualifying leads, and guiding them into the sales pipeline with a customer-first approach.

Ideal candidates have some sales or customer service experience, strong communication skills, and the flexibility to thrive in a fast-paced environment.

Qualifications

• Prior experience in customer service or intake-based sales preferred.
• Strong interpersonal and communication skills.
• Ability to adapt to changing priorities and responsibilities.
• Proficiency in CRM systems and familiarity with data entry processes.
• Enthusiastic, team-oriented mindset and willingness to go above and beyond to support the organization's goals.

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.
• Implement and refine conversion strategies to maximize client acquisition rates.
• Proactively identify opportunities to optimize intake processes and improve customer experiences.
• Maintain detailed records of all client interactions and outcomes in our CRM system.
• Support team members with additional sales or administrative tasks as needed.

Skills

Customer service

Sales experience

CRM proficiency

Communication skills

Adaptability

Data entry

Tools

CRM systems

Job description

Benefits

• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k) matching
• Competitive salary

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.

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.
• Implement and refine conversion strategies to maximize client acquisition rates.
• Proactively identify opportunities to optimize intake processes and improve customer experiences.
• Maintain detailed records of all client interactions and outcomes in our CRM system.
• Support team members with additional sales or administrative tasks as needed.

Preferred Qualifications

• Prior experience in customer service or intake-based sales preferred (industry experience a plus, but not required).
• Strong interpersonal and communication skills, with the ability to actively listen and build trust with clients.
• A demonstrated ability to adapt to changing priorities and responsibilities.
• Proficiency in CRM systems and familiarity with data entry processes.
• An enthusiastic, team-oriented mindset 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.

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All employees of a SERVPRO Franchise are hired by, employed by, and under the sole supervision and control of an independently owned and operated SERVPRO Franchise. SERVPRO Franchise employees are not employed by, jointly employed by, agents of or under the supervision or control of SERVPRO Industries, LLC or SERVPRO Franchisor, LLC (the Franchisor), in any manner whatsoever. All Sample Forms provided by SERVPRO Industries to SERVPRO Franchises should be reviewed and approved by the Franchise’s attorney for compliance with Federal, State and Local laws. All Sample Forms are provided for informational purposes and SERVPRO Franchises may choose whether or not to use them.

All employees of a SERVPRO® Franchise are hired by, employed by, and under the sole supervision and control of an independently owned and operated SERVPRO® Franchise. SERVPRO® Franchise employees are not employed by, jointly employed by, agents of, or under the supervision or control of Servpro Franchisor, LLC, in any manner whatsoever.