Intake Training Team Lead
About The Position
The Training Team Lead is responsible for leading the development, coordination, and delivery of training programs within the Intake Department. This role is a key leadership opportunity for a high-performing team member to drive consistency, elevate performance, and strengthen the overall effectiveness of the Intake team. The Training Team Lead partners closely with department leadership to identify training needs, improve onboarding and ongoing development, and ensure team members are equipped to meet performance expectations and deliver excellent client experience.
Requirements
- Demonstrated success in an Intake role or similar position
- Strong communication and coaching skills with the ability to develop others
- Proven ability to lead by example and influence team performance
- Strong organizational and time management skills
- Ability to analyze performance data and identify improvement opportunities
- Proactive, solutions-oriented mindset with a focus on team success
Nice To Haves
- Experience assisting with training, mentoring, or onboarding new team members
- Experience developing or improving SOPs or training materials
- Strong understanding of Intake processes, systems, and performance expectations
Responsibilities
- Design, develop, and maintain a structured Intake training curriculum, including onboarding and ongoing development programs
- Build and continuously refine curriculum to align with Intake processes, performance expectations, and business goals
- Deliver training through group sessions, workshops, and one-on-one coaching
- Ensure curriculum incorporates core competencies such as call handling, case qualification, and client experience
- Update training materials and curriculum based on performance data, feedback, and process changes
- Develop and maintain a structured Intake training curriculum, including clearly defined learning paths, modules, and performance milestones
- Serve as the primary point of contact for all training-related initiatives within Intake
- Mentor and support team members through coaching, feedback, and skill development
- Partner with supervisors to reinforce performance expectations and accountability
- Foster a culture of continuous improvement, engagement, and professional growth
- Monitor training effectiveness using KPIs, call reviews, and team performance data
- Identify skill gaps and implement targeted coaching or training solutions
- Continuously refine training programs to improve team outcomes and consistency
- Partner with Intake leadership to align training with departmental goals and performance standards
- Ensure training content aligns with firm policies, procedures, and client service expectations
- Track training completion, participation, and progress of team members
- Maintain updated SOPs and training documentation
- Provide regular reporting on training impact and team performance trends
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
