B2C Sales Representative at DrBalcony – Santa Ana, California

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 4000 inspections.

About DrBalcony:

At DrBalcony, our primary goal is to provide top-quality service and expertise in balcony inspection and design. We prioritize the well-being of homeowners, HOAs, and property managers, keeping their properties safe and compliant. We believe that every project deserves excellence from the ground up. Our mission is to streamline the inspection process by combining cutting-edge technology with unparalleled service, ensuring that every connection between property owners and contractors is as seamless as it is successful. We are here to inspire confidence at every stage of your journey, from finding the perfect contractor to ensuring your vision becomes a reality.

B2C Sales Representative

Job Summary
We’re seeking a Sales representative 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.

Essential Duties and Responsibilities

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.

Qualificiations

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*

Dr. Balcony is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status