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 What REE Offers you: At REE, we believe in empowering our employees to thrive both personally and professionally. When you join our team, you become part of a dynamic and inclusive work environment where innovation and collaboration are celebrated. Comprehensive Benefits Package - Base Salary ($66,560) plus commission - Health, dental, and vision insurance with Company-sponsored Life Insurance - Retirement savings plan with company match - Vacation time off, sick time off, and holidays Career Development Opportunities - Ongoing training and development programs - Opportunities for advancement within the company Work-Life Balance - Flexible work schedules - Remote first environment with company-wide conferences annually - Employee assistance program for personal and family well-being Perks and Rewards - Employee discounts on products and services through Insperity - Recognition programs for outstanding performance - Company-sponsored social events and activities Join us and discover a rewarding career where you can make a difference and grow professionally. REE is only able to hire US citizens or those who are authorized to work in the US as full time employees (we do not provide visa sponsorship). This information is provided in compliance with Equal Pay Regulations across the US and is the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. The compensation offered to the successful applicant may vary based on factors including experience, skills, education, location, and other job-related reasons. REE Medical participates in E-verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Not open to 3rd party recruiters or submissions. REE will never ask for personal information or to purchase anything during the interview process, only communications from a @reemedical.com domain are representative of REE Medical, LLC.