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Intake Coordinator

About Dew Wealth Management

Dew Wealth Management is a Fiduciary Investment Advisory Firm that provides “Virtual Family Office” wealth management services to entrepreneurs through a model that is disrupting the investment advisory industry. Our visionary model and elite team of highly entrepreneurial advisors has resulted in an aggressive growth trajectory that Inc. Magazine has recognized as one of the fastest-growing privately held companies in the United States. We have also been lauded by Investment News as one of the “Best Places to Work for Financial Advisors,” and are a “Great Place to Work” certified company.


If you love being challenged by complex problems and are hungry for an opportunity to rapidly advance your skillset and career, Dew Wealth Management offers a collaborative and supportive culture that will invest in your professional development in equal measure to your investments in our clients’ success.

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About the Position

If you’re looking for an opportunity to play a pivotal role in building out our sales systems, gain sales experience, and get on a professional development curve that can lead toward increasing responsibilities and compensation within the professional services sales space as part of an Inc. 5000 rapidly-growing company, our Intake Coordinator role may be for you.

The role of the Intake Coordinator is primarily to serve as the “face of the company” and top of our sales funnel. In this role, you’ll be the first point of contact for all prospective clients to help evaluate if they might be a good fit for the services we exist to provide. Secondarily, you’ll serve as the “face of the company” to vendors and other visitors to our office by coordinating those visits. Finally, you’ll be called on to collaborate with our Document Specialist and Executive Assistant to assist with various administrative tasks, as required.

This is an entry-level role that will give you exposure to professional services sales within an Inc. 5000 rapidly-growing organization. Reporting directly to our Director of Operations, you will have manifold opportunities to learn sales best practices, and gain exposure and experience to a first-rate sales funnel. Over time, you will be given opportunities to grow you professional skillset and advance in your career into increasing levels of autonomy and authority over time, with increases in your job title and compensation to align with that evolution.

This is a client-facing hybrid role that will require you to work out of our Scottsdale Office at 8888 E. Raintree Dr., Suite 110 Scottsdale, AZ 85260 at least three days a week (sometimes more, depending on schedules and logistics of other employees). During the days you’re not required to be physically in the office for client or vendor-facing responsibilities, you can manage calls and Zoom meetings remotely as you desire. 

Key Responsibilities

Serve as the “face of the company” and manage the top of our sales funnel.

  • Manage a pipeline of several hundred prospects that come through our sales funnel every week, following up with each person to schedule initial intake conversations and guage interest in, and fit with, the services we provide.
  • Lead the initial conversations with prospective clients to vet them to see if they qualify to be part of the elite team of entrepreneurs we limit our clientele to.
  • Maintain the organizations sales systems and record-keeping.
  • Up-level the efficiency of our sales process, and make recommendations to improve the efficacy of the same over time.

Serve as the “face of the company” to our vendors and office visitors.

  • Act as the liaison for all external vendors such as janitorial services, technicians, deliveries, etc.​
  • As part of the above requirement, you may be asked to assist employees with a variety of IT-related activities such as ordering, setup and light-troubleshooting of cell phones, laptops, accessories, and other computer equipment.
  • Receive, screen and direct incoming calls and visitors.
  • Serve as the primary point of contact for the property management company and maintenance.

Finally, you’ll be called on to collaborate with our Document Specialist and Executive Assistant to assist with various administrative tasks, as required.

Qualifications

Required Skills & Abilities:

  • This is a hybrid role. So you must be U.S. citizen and reside in the Scottsdale, AZ area (or be willing to relocate).
  • Enthusiasm, high integrity, and a commitment to live out the organization’s 5 core values of transparency, collaboration, curiosity, visionariness, and hustle.
  • Desire to grow professionally and advance within a sales career as part of an Inc. 5000 rapidly-growing organization.
  • Technologically adept, with ability to help others navigate a tech stack designed to organize a distributed workforce.
  • A passion for bringing a service to entrepreneurs who truly need it.
  • A generally outgoing, bright personality that lends itself to great people skills.
  • Impeccable follow through, with the ability to juggle several priorities at once.
  • The ability to gain complete knowledge of our services and communicate them in an easy-to-understand way to prospective clients.

Education & Certification Requirements:

  • Bachelor’s degree is required, preferably in Business, Marketing, Communications or a related field.
  • 1 year of sales, Account Management, CSR, or Call Center experience preferred.​
  • Prior CRM experience preferred. Experience with Monday.com, specifically, is a big bonus!​

Compensation

Compensation for this role is $50,000 per year, structured as a $45,000 base salary plus a performance bonus of up to $5,000, paid semi-annually (up to $2,500 per semester). Additionally, the firm offers a generous benefits package that includes, among other benefits, flexible PTO, fully subsidized healthcare, a 401(k)-matching program, and an Employee Stock Option Plan.

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