Intake Coordinator

Intake Coordinator (Sales Support) About the Role • First point of contact for families and referral partners seeking services. • Supports the sales process by handling inbound inquiries, collecting information, and scheduling care consultations. • Acts as a trusted, organized, and empathetic guide—ensuring every inquiry is handled promptly, accurately, and professionally. • This role is phone-based and is a key support partner to the sales team, without any closing or hunting responsibilities. What You’ll Do • Answer all inbound service inquiries by phone. • Clearly explain service options, rates, and value. • Convert inbound calls into scheduled care consultations. • Log all inquiries, calls, notes, and follow-ups in Salesforce. • Maintain accurate records in Salesforce and WellSky. • Complete follow-up calls to support consult scheduling. • Conduct quality assurance calls with current clients to support service quality. • Handle day-to-day phone communications for the team. • Coordinate lunch-and-learn events with hospitals and community partners. • Support marketing efforts by setting appointments and organizing materials. • Serve as the first point of contact for families and referral partners. • Support the sales team in a sales development representative (SDR)-style role focused on activity and pipeline health. What You Bring • Strong sales or customer-facing background with phone-based conversion experience. • Clear, professional communication skills (English-speaking role; no heavy accent). • Confidence discussing services, pricing, and processes. • Strong follow-up habits and attention to detail. • 6 months to 1 year of relevant experience. • Experience with Salesforce or similar CRM systems. • Ability to stay organized across multiple systems. • Professional, empathetic, and client-focused approach. • Self-motivated with a consistent work ethic. What Success Looks Like • Timely responses to every inbound inquiry. • Strong conversion from inquiry to scheduled care consultation. • Clean, accurate, and up-to-date CRM data. • Consistent weekly activity and follow-through. • Positive feedback from callers, clients, and internal teams. Important to Know • This role does not involve cold calling, prospecting, or closing deals. • Functions as an administrative and sales support partner, ensuring inbound leads are efficiently managed and smoothly transitioned to the Care Consultant team. #SolvoGlobal #LI-PROMOTED #LI-Hybrid