Sales Associate
TLDR
Lead consultative, high-value B2C sales by guiding prospects from discovery through post-sale delivery, fostering long-term client success and retention.
About DrBalcony
Welcome to DrBalcony – a trusted name in Inspection innovation. Since our establishment in 2021, we’ve been committed to bridging the gap between property owners and skilled Inspectors. With a focus on precision, technology, and trust, DrBalcony is where projects take flight, making California balconies safer with the expertise of over 5000 inspections.
About the role
We’re seeking a Sales Associate with relationship-driven, high-value B2C sales experience (such as home services, property improvement, financial services, or professional consulting). In this role, you will be the primary client contact pre- and post-sale—guiding prospects through a consultative buying process, coordinating project delivery, and supporting long-term client success and retention.
This position is ideal for someone who is proactive, organized, and persuasive, with a passion for creating an exceptional customer experience across the full client lifecycle.
What you'll do
Client Relationship and Sales Execution
- Own key portions of the consultative sales cycle: discovery, presenting solutions, negotiating, and closing.
- Manage and grow a portfolio of assigned client accounts with a focus on satisfaction and retention.
- Identify expansion and upsell opportunities within existing accounts.
- Conduct virtual consultations, structured follow-ups, and pipeline progression activities.
- Partner with Lead Quality Specialists and Engineering to develop tailored proposals and project solutions.
- Maintain accurate CRM records, deal stages, and communication history (e.g., Salesforce).
- Consistently meet or exceed monthly and quarterly revenue goals and conversion KPIs.
Sales Strategy & Team Collaboration
- Contribute to refining sales scripts, outreach frameworks, and consultative workflows.
- Share best practices and offer mentorship support to junior team members.
- Monitor pipeline health and prepare performance insights for leadership.
- Stay current on market trends, customer needs, and competitive landscape.
- Collaborate cross-functionally with Sales, Product, and Customer Success to support delivery timelines and client expectations.
Qualifications
Education
- Bachelor’s degree in Business, Communications, or related field required.
Experience
- 1–2 years of experience in B2C consultative or solution-based sales is required
(Examples: home improvement, real estate services, residential contracting, property tech, financial/consumer services, subscription-based professional services)
- Demonstrated success meeting revenue and retention targets.
- Experience managing prospects through a structured sales pipeline.
- Knowledge of outdoor living, architecture, construction, or real estate markets is a plus.
Skills
- Exceptional communication, persuasion, and relationship-building abilities.
- Strong time-management and organizational skills in a deadline-driven environment.
- Proficiency with CRM platforms and sales reporting (Salesforce preferred).
- Collaborative mindset with the ability to work across technical and non-technical teams.
- Self-starter with a growth-oriented, results-focused approach.
Preferred Experience
- Exposure to structured sales methodologies (SPIN, Challenger, Sandler, etc.).
- Experience supporting onboarding, project coordination, or post-sales success.
- Background in Property Tech, Home Improvement, or Compliance-related services.
*Additional duties as assigned*
DrBalcony provides an innovative platform that connects property owners with skilled inspectors, specializing in balcony safety inspections across California. With a commitment to precision and trust, our service ensures that property owners can confidently manage safety projects, backed by thousands of successful inspections.