SDR – Client Intake Specialist
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