Intake Sales Specialist

SERVPRO® Team Carpenter; Sacramento (CA); On-site; USD 45,000 - 60,000; 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 is seeking a proactive Intake Sales Specialist to manage the intake process for potential clients and drive lead conversion in a fast-paced environment. You will be the first contact, qualify leads, gather essential information, and collaborate with internal teams to transition leads into the broader sales pipeline.

Ideal candidates have some sales or customer service experience, strong communication skills, and the flexibility to adapt to a dynamic setting.

Qualifications

• Experience in customer service or intake-based sales.
• Strong communication and active listening skills.
• Ability to thrive in a fast-paced, changing environment.
• Proficiency with CRM systems and data entry.

Responsibilities

• Serve as the first point of contact for inquiries with a professional, empathetic approach.
• Assess and qualify leads, gathering information to support conversion.
• Collaborate with internal teams to hand off leads into the sales pipeline.
• Implement and refine conversion strategies to maximize client acquisition.
• Maintain detailed records of client interactions in the CRM.

Skills

Customer service

Communication

CRM proficiency

Lead qualification

Team collaboration

Tools

CRM software

Job description

Benefits:

• Health insurance


• Opportunity for advancement


• Paid time off


• Training & development


• 401(k) matching


• Competitive salary

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.


• 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.

Each SERVPRO® Franchise is Independently Owned and Operated.

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.