Inside Sales & Customer Experience Specialist
Job Description
Ballancer®Pro is the gold standard in lymphatic drainage technology, widely recognized as the “Rolls-Royce of lymphatic massage.” Our FDA-cleared systems are trusted by leading medical spas, wellness clinics, aesthetic practices, professional athletes, and discerning private clients across the United States.
We are a premium brand in the wellness and medical aesthetic industry where high-touch relationships, operational excellence, and precision follow-through matter. The executive team personally handles a significant number of high-value sales, making internal sales support and CRM discipline mission-critical to our growth.
Our technology, education, and brand presence set us apart — and our internal systems and customer experience match this same level of excellence.
Learn more at: www.ballancerpro.com
Role Overview
We are seeking a highly organized, professional, and detail-oriented Inside Sales & Customer Experience Specialist to support our sales team and CEO. This role is critical in protecting executive selling time, ensuring only qualified, sales-ready leads reach the sales team, and maintaining a clean, accurate CRM that drives high close rates.
This position blends front-line lead engagement, qualification, and backend CRM management. The ideal candidate is confident communicating with business owners and high-net-worth clients, thrives on structure, and understands that speed, accuracy, and professionalism directly impact the success of the business and customer journey.
Key Responsibilities
Lead Qualification & Pre-Sales Support
- Respond promptly to inbound leads from multiple channels
- Conduct initial outreach to assess the relevancy of the leads using defined criteria and summarize findings clearly
- Ensure prospects receive correct pre-call materials (presentations, pricing ranges, case studies, training overviews)
- Schedule CEO sales calls only with qualified, prepared prospects
CRM & Pipeline Management (Zoho CRM)
- Maintain accurate and up-to-date records in Zoho CRM - Log all lead interactions, notes, deal stages, and next steps
- Apply correct lead statuses, tags, and pipeline stages ensuring data accuracy
- Track follow-ups and reminders to ensure no leads fall through the cracks
- Prepare daily and weekly CRM and sales success summaries for the Leadership Team
Executive Sales Support
- Act as a gatekeeper for the CEO’s sales calendar by filtering unqualified or premature inquiries
- Prepare concise deal briefs prior to CEO calls
- Follow up with prospects after CEO sales calls (recap emails, next steps, contracts, invoices, etc.)
- Coordinate with operations, finance, and fulfillment teams’ post-sale
- Support invoicing and payment tracking workflows using Square
Communication, Systems & Brand Representation
- Represent the Ballancer®Pro brand at a premium level in all client interactions
- Use Google Workspace (Gmail, Google Calendar, Google Drive, Docs, Sheets) daily for scheduling, documentation, and communication
- Maintain discretion and confidentiality with sensitive financial data and client information
- Ensure consistent messaging aligned with company positioning, pricing strategy, and compliance standards
Requirements
Required Qualifications (Required)
- 2+ years experience in sales support, lead qualification, SDR, and CRM administration
- Experience in different selling and closing techniques around consultative sales, phone sales and event sales
- Hands-on experience with Zoho CRM
- Experience using Square and Quickbooks for invoicing or payment processing
- Experience in working in Google Workspace / G-Suite
- Strong written and verbal communication skills
- Highly organized, detail-oriented, and process-driven
- Comfortable engaging with business owners, executives, medical professionals, and high-value clients
- Ability to prioritize, follow SOPs, and meet fast response-time expectations
- Tech-savvy and confident learning internal systems quickly
Preferred Qualifications
- Experience supporting an Executive Team / CEO or founder-led sales organization
- Background in high-ticket sales, medical aesthetics, wellness, or luxury brands, hospitality (luxury hotel)
- Experience handling event or tradeshow leads (post-event)
- Familiarity with email campaigns, lead nurturing, or follow-up sequences
- Experience working in a premium, relationship-driven sales environment
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