SDR – Client Intake Specialist

Entrepreneur Cooperative

SDR / Client Intake Specialist working with inbound leads for a U.S.-based real estate firm. Qualifying motivated homeowners and scheduling appointments directly on the CEO’s calendar.

Posted 5/28/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $1,300 per monthWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Performance Bonuses

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

lead managementoutbound salesappointment settingCRM managementdata hygienepipeline organizationfollow-up cadenceslead documentationcommunicationbilingual communication

Soft Skills

rapport-buildingorganizational skillsproactivedependablecoachableownership mentalityfollow-throughclient-facing communicationfluency in Englishfluency in Spanish