Inside Sales & Customer Experience Specialist

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