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Posted Jun 3, 2026

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