Sales Associate in Santa Ana, California at DrBalcony

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*