Intake Coordinator (Inside Sales Representative)

Job Summary:

The Inside Sales Representative, referred to internally as an Intake Coordinator (IC), is a mission-critical role directly impacting REE Medical’s growth and client success. As the first point of contact for prospective clients, ICs are responsible for responding to leads, conducting high-quality client consultations, and converting qualified prospects into customers through a compliant, empathetic, and professional sales process.

Intake Coordinators manage a high-volume lead pipeline, conduct frequent outbound and inbound calls, assess disability conditions and symptom progression, and guide clients through the decision-making process. Success in this role requires strong consultative selling skills, attention to detail, regulatory awareness, and the ability to work efficiently with multiple clients each day in a remote-first environment.

Key Responsibilities:

• Manage outreach to warm inbound leads while monitoring inbound call queues.
• Actively manage and prioritize an individual lead pipeline to ensure timely follow-up, accurate qualification, and consistent progression of prospects through the sales process.
• Establish rapport with prospective clients through professional and empathetic communication.
• Present REE Medical’s services and value proposition clearly and compliantly.
• Conduct accurate evaluations of disability severity using REE tools.
• Address objections while maintaining urgency.
• Document all client interactions accurately in the CRM.
• Adhere to compliance, regulatory, and data privacy requirements.
• Collaborate across teams to ensure accurate invoice processing
• Participate in coaching and training activities.

How Success Is Measured:

• Achievement of monthly sales targets and KPIs
• Accuracy of CRM documentation
• Compliance with sales processes and policies
• Performance against a balanced scorecard
• Client satisfaction and professionalism

Qualifications & Skills:

Required:

• 3+ years of inside or B2C sales experience
• CRM experience (Salesforce)
• Strong communication and organizational skills
• Comfort with phone-based work
• Proficiency with Microsoft Office and collaboration tools
• High school diploma or equivalent

Preferred:

• Medical, healthcare, or VA-related sales experience
• Veteran community experience
• Startup or early-stage company experience
• Associate’s or Bachelor’s degree