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SDR – Client Intake Specialist

Remote, USA Full-time Posted 2026-06-06

Job Description:

  • Manage and qualify inbound and warm seller leads from multiple marketing channels
  • Conduct outbound follow-ups via calls, SMS, and email using structured follow-up cadences
  • Build rapport with property owners and qualify opportunities based on motivation, timeline, property condition, pricing expectations, and geographic fit
  • Schedule qualified appointments directly on the CEO’s calendar
  • Maintain rapid speed-to-lead response times on hot inbound inquiries
  • Manage and nurture 100–200+ active leads simultaneously without losing pipeline organization
  • Communicate fluently in both English and Spanish with sellers via phone, text, and email
  • Log all calls, notes, texts, emails, and lead updates in real time
  • Maintain accurate lead stages and follow-up tasks within Salesforce
  • Ensure strong data hygiene and complete lead documentation
  • Prepare detailed handoff notes before appointments, including seller motivation, property condition, pricing expectations, and supporting details

Requirements:

  • Minimum 6 months of experience in outbound sales, SDR, ISA, appointment setting, lead management, or similar phone-based sales role for a U.S.-based company
  • Fluent English and Spanish (written and spoken)
  • English speaking quality must be highly fluent and client-facing
  • Strong phone communication and rapport-building skills
  • Comfortable managing high-volume CRM pipelines
  • Highly organized, proactive, dependable, and coachable
  • Strong ownership mentality and follow-through

Benefits:

  • Performance Bonuses

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