Intake Trainer

Full Job Description

The Intake Trainer is the learning and development engine of our Intake floor. This isn't a one-and-done onboarding role — this person owns the full training lifecycle, from building and maintaining the program to spotting gaps on the floor in real time and developing the ongoing coaching that keeps agents sharp.We're in the middle of a significant operational shift: rolling out a new dialer platform, growing lead volume, and raising the performance bar across the floor. The right person will step in, assess what exists, and make a confident call on what to refine and what to rebuild.

Job Responsibilities

Responsibilities

• Assess the existing training program and recommend what to refine or rebuild
• Design and maintain a structured onboarding program for new Intake Specialists, with clear milestones and benchmarks
• Own all training documentation, keeping it current, organized, and genuinely usable by the team
• Shadow agents and team leads regularly to spot skill gaps in real time, not just during onboarding
• Develop and deliver ongoing training sessions in collaboration with the Sales Development Manager
• Build and maintain an objection-handling library, script variations, and call structure guides
• Track new-hire ramp time and close rate trends, and report training effectiveness to the Director of Intake

Qualifications

• Experience designing or delivering training in a sales, intake, or high-performance call environment
• Strong documentation skills — comfortable maintaining structured resources in Notion, Google Docs, or similar tools
• Ability to assess existing materials critically and make clear recommendations
• Excellent communication skills and comfort working with different learning styles
• Highly organized, with the ability to manage multiple workstreams independently
• Bilingual English/Spanish

Preferred Qualifications

• Prior experience on a telesales or legal intake floor, as a top performer or in a training/coaching capacity
• Familiarity with Salesforce/Litify and Zoom Contact Center
• Experience building training programs from the ground up, not just delivering existing curriculum

Job Requirements

Prior experience on a telesales or legal intake floor, as a top performer or in a training/coaching capacity

Familiarity with Salesforce/Litify and Zoom Contact Center

Experience building training programs from the ground up, not just delivering existing curriculum

Skills Required

• Sales - Intermediate
• Sales Representative - Intermediate
• Virtual Learning Support - Intermediate

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