Intake Coordinator (Inside Sales Representative)

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.

- 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.

- 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

- 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

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

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

Work-Life Balance - Flexible work schedules - Remote first environment with company-wide conferences annually - Employee assistance program for personal and family well-being