SDR / Client Intake Specialist

SDR / Client Intake Specialist

**PLEASE SUBMIT YOUR RESUME/CV IN ENGLISH**

Full-Time | Remote | EST Business Hours | LATAM Candidates Only Salary: $1,300 USD/month + Performance Bonuses

The company is a fast-growing U.S.-based real estate investment firm focused on helping homeowners sell properties quickly, easily, and without the traditional stress of listing on the market. Since 2018, they have helped property owners across multiple markets by providing direct cash offers, flexible closing timelines, and concierge-level seller support.

Their mission is centered around delivering a transparent, empathetic, and solution-oriented experience for homeowners facing situations such as inherited properties, relocation, foreclosure, landlord fatigue, major repairs, or other life transitions.

About the Role

We are looking for a highly driven, organized, and proactive SDR / Client Intake Specialist to join a growing U.S.-based real estate investment company.

This role is responsible for working inbound and warm seller leads generated through multiple marketing channels, qualifying motivated homeowners, nurturing leads through consistent follow-up, and setting qualified appointments directly on the CEO's calendar.

This is not a cold-calling-from-scratch role. You will work leads generated by the company's marketing engine, including web inquiries, SMS replies, PPC leads, missed-call returns, and responses generated by an outbound calling team.

This role is the entry point into the acquisitions team, with strong internal growth opportunities into higher-level sales roles within 612 months.

We are specifically looking for someone who is confident on the phone, highly disciplined with CRM management, bilingual in English and Spanish, and motivated to grow long-term within U.S. real estate investing.

Key Responsibilities

Lead Qualification & Appointment Setting

• 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 100200+ active leads simultaneously without losing pipeline organization

Bilingual Seller Communication

• Communicate fluently in both English and Spanish with sellers via phone, text, and email
• Translate seller situations and property details into clean, organized English notes within Salesforce
• Maintain a professional, empathetic, and consultative communication style

CRM & Pipeline Management

• 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
• Prevent lead leakage through disciplined follow-up execution

Appointment Coordination & Handoff

• Prepare detailed handoff notes before appointments, including seller motivation, property condition, pricing expectations, and supporting details
• Confirm appointments in advance via SMS and phone
• Re-engage missed appointments quickly and reschedule when necessary

Performance Expectations

• Make 100+ outbound dials daily
• Attempt contact with 50+ seller leads per day
• Schedule 3+ qualified appointments daily
• Maintain high CRM accuracy and follow-up consistency

What This Role Is Not

To avoid confusion, this position is NOT:

• A raw cold-calling role using skip-traced lists
• A customer support position
• A virtual assistant or administrative support role
• A closing/acquisitions role

Candidates whose primary experience is general VA, admin, or customer service work without sales exposure are unlikely to be a fit.

Required Qualifications

• 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

Preferred Qualifications

• Experience in real estate investing or real estate lead intake
• Experience using Salesforce
• Previous titles such as SDR, ISA, Lead Manager, Client Intake Specialist, or Acquisitions Coordinator

Key Traits We're Looking For

• Relentless follow-up mentality
• Strong phone presence and emotional intelligence
• Excellent organization and pipeline discipline
• Coachability and adaptability
• Ownership mindset and accountability

Schedule

• MondayFriday: 9:30 AM 6:30 PM EST
• Alternating inbound lead coverage windows (mandatory)
• Optional Saturday shift: 10:00 AM 1:00 PM EST (paid extra)

Equipment Requirements

• Desktop or laptop with dual monitors preferred
• Noise-canceling USB headset
• Stable wired internet connection (Ethernet required)
• Backup internet option (mobile hotspot acceptable)
• Quiet home office environment
• Backup power source preferred

Reporting Structure

This role reports directly to the CEO or the Director of Operations & Marketing.

Why Join Us?

• Clear growth path into acquisitions and closing roles
• Performance-based bonuses
• Exposure to U.S. real estate investing
• High-impact role within a growing company
• Long-term career opportunity for top performers