Lead and manage a 40-60 member intake team, including scheduling and resource planning.
Own end-to-end intake workflow from inquiry to handoff to Sales/Legal.
Maintain intake docs, define ownership, and enforce service levels.
Identify bottlenecks and redesign processes to reduce response time and boost conversion.
Manage CRM and intake software; build dashboards for call volume, response time, and conversions.
Collaborate with Sales, Legal, and Marketing to qualify, route, and follow up leads.
Develop training materials, SOPs, and KPIs; support HR onboarding.
Track intake metrics daily/weekly/monthly and report insights to senior leadership.

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