Christopher Rich

Intake Sales Manager @Quintessa Marketing

US

Position Summary:The Intake Sales Manager is responsible for overseeing the intake process and converting inbound leads into qualified sales opportunities. This role bridges marketing, sales, and customer service, ensuring a high-quality initial experience for potential clients while maximizing conversion rates. The Intake Sales Manager will lead a team of intake specialists or representatives, set performance targets, optimize scripts and workflows, and ensure consistent follow-up and lead nurturing.Key Responsibilities:Supervise, train, and motivate the intake team to meet and exceed performance goals.Manage and optimize the intake pipeline to ensure efficient and effective lead handling.Develop scripts, templates, and training materials for intake calls and emails.Monitor team performance using KPIs such as response time, conversion rate, and lead quality.Collaborate with marketing to align on lead generation goals and ensure lead quality.Ensure CRM systems are updated and workflows are followed accurately.Analyze intake and conversion data to identify trends, bottlenecks, and opportunities for improvement.Conduct regular coaching and performance reviews with intake staff.Handle escalated or high-priority leads to ensure a smooth client experience.Assist with hiring and onboarding new intake team members.Required Qualifications:Proven experience in sales, intake management, or lead qualification—preferably in a high-volume environment.Strong leadership and team management skills.Excellent communication and interpersonal skills.Experience using CRM systems (e.g, Salesforce, HubSpot, Clio Grow).Ability to analyze data and make process improvements based on insights.High level of organization and attention to detail.

Oklahoma City Community College

Business