Posted today
Lead Intake Agent
At Near, we help top talent in Latin America find remote opportunities with leading US companies. Our mission is to create better lives by fostering a remote work culture that transcends borders.
Our client is a real estate relocation business based in Boise, Idaho, helping people move to and settle in the Idaho area. They are seeing a steady increase in inbound leads and are building out their front-line sales capacity for the first time.
We are looking for a Lead Intake & CRM Coordinator to be the first dedicated salesperson on this team. This person will own the front end of the pipeline: answering and qualifying inbound leads, getting them booked on calls as fast as possible, and keeping the CRM clean and up to date. This is a high-ownership role — the person will work closely with the founders but will manage their own day-to-day without close oversight, so independence and initiative matter as much as sales skill.
Answer and qualify inbound leads via call, text, and email, prioritizing speed to lead — calling immediately when a phone number is available.
Follow up on incomplete form submissions and email inquiries to re-engage leads and gather missing information.
Schedule appointments, send confirmations and reminders, and follow up on no-shows.
Maintain CRM hygiene in GoHighLevel: cleaning up tags and categories, deduplicating records, and keeping pipeline data accurate.
Cross-check the agent-referral follow-up process (once automation is in place) to catch anything the automation misses.
Keep CRM documentation current so records stay consistent for the team.
Work independently day to day, flagging issues or gaps in the process proactively.
2-3 years of experience in cold calling, lead intake, or a similar front-line sales role.
Excellent, near-native English, able to build real rapport with US clients on live calls.
Hands-on CRM experience (GoHighLevel a plus, not required — experience with HubSpot or a similar CRM is welcome).
Detail-oriented and comfortable with data hygiene and documentation.
Strong ownership mentality, comfortable managing your own workload with minimal supervision.
Direct experience with GoHighLevel.
Experience using AI tools in daily workflows.
Background in real estate or a relocation-related business.
Comfortable and confident on cold calls.
Proactive and resourceful.
Strong sense of ownership and autonomy.
Excellent organizational skills.
Clear, warm communicator who builds trust quickly.
Full-time: Monday to Friday, 9 AM–5 PM Mountain Time.
Work remotely from anywhere in Latin America.
Join a growing business as its first dedicated salesperson, with real influence over how the role develops.
Room to grow into a deeper sales role over time as the company scales.
Paid time off and public holidays.