Intake Specialist / IT Technician / Sales Specialist

Role Description The Intake Specialist / IT Technician / Sales Specialist is a full-time remote role responsible for supporting prospective and existing clients throughout the customer journey. Day-to-day tasks include receiving and processing intake inquiries, gathering and documenting client information, and coordinating follow-up communications. The role also involves providing technical support for Elevana Growth's systems and tools, troubleshooting user issues, and assisting with system setup and maintenance. In addition, this position supports sales activities by responding to leads, presenting product or service information, and collaborating with the sales team to move opportunities through the pipeline. The individual in this role works closely with cross-functional teams, follows established workflows, and maintains accurate records in CRM and support systems to ensure a consistent, professional client experience.
Qualifications

• Strong Customer Service skills, with the ability to communicate clearly, listen actively, and manage client expectations.
• Proficiency in Troubleshooting and Technical Support, including diagnosing and resolving common software and hardware issues.
• Foundational knowledge of Information Technology concepts and comfort working with remote tools, ticketing systems, and CRM platforms.
• Experience in Training users or clients on systems, processes, or products in a clear and structured manner.
• Previous experience in intake, sales support, or inside sales, with an understanding of lead management and pipeline tracking.
• Strong organizational skills and attention to detail, with the ability to manage multiple tasks and priorities in a remote environment.
• Excellent written and verbal communication skills in en_US, suitable for client-facing and internal collaboration.
• Ability to work independently, meet deadlines, and adapt to changing processes and technologies.
• High school diploma or equivalent required; additional education or certifications in IT, business, or a related field are beneficial.