Remote Sales Intake Representative

Job Summary:We are seeking a motivated and bilingual Sales Intake Representative to manage leads, handle client communications, and support sales operations. The ideal candidate will have strong sales, communication, and organizational skills, with a genuine passion for therapy, healthcare and wellness services. Responsibilities include responding to calls and emails, following up on leads, closing sales efficiently, and maintaining accurate records in CRM systems. Candidates should be tech-savvy, ideally familiar with Central Reach, Zoho, or Reputation Evaluation, and able to work independently with professionalism and attention to detail. Energetic, goal-driven individuals who enjoy helping others will thrive in this rewarding role. Key Responsibilities:Manage the lead center by handling incoming calls and responding promptly to emails.Process and organize leads from multiple sources, ensuring timely follow-up on all inquiries.Conduct and close sales calls effectively to meet conversion goals.Access, update, and utilize all relevant platforms and systems for efficient lead management.Maintain accurate and detailed records of all client interactions and communications.Track and report lead performance metrics to support sales strategies.Collaborate with internal and sales teams to improve lead quality and conversion rates.Perform other tasks related to the position.Qualifications & Requirements:Proficient level of English and Spanish (written and spoken).Strong interpersonal communication skills with the ability to engage effectively with cross-functional teams, internal leaders, providers, and potential clients.Strong organizational and follow-up skills and high energy level.Proven experience in sales.Strong ability to close deals effectively.Friendly, engaging, and approachable personality.Highly self-motivated, organized, and goal-oriented.Genuine passion and interest in therapy, healthcare or wellness services.Availability to work on weekdays and Sundays.Professional phone and email etiquette and customer service mindset.Tech-savvy and comfortable using digital tools, platforms, and CRM systems.Ideally familiar with Central Reach, Zoho, and Reputation Evaluation; experience with any intake software is acceptable.Proficiency in Microsoft Office (Word, Excel) and Google Workspace (Docs, Sheets).Sound judgment and the capacity to comprehend and execute instructions promptly with minimal supervision.Reliable computer (Windows 10 or newer), two monitors, and stable high-speed internet.Compensation & Benefits:100% remote work.Compensation in USD.Full-time position with 40 hours weekly.Great work environment with potential for growth.