Inside Sales & Customer Experience Specialist

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

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