The Intake Representative plays a critical role in supporting the sales team by managing administrative, operational, and process-driven tasks throughout the sales lifecycle. This position ensures timely and accurate proposal creation, maintains sales tracking systems, and supports onboarding and implementation processes for new clients.
The ideal candidate is highly organised, detail-oriented, and adaptable to fluctuating workloads. This individual must demonstrate strong time management, clear communication, and a proactive approach to supporting both the sales team and the Sales Manager.