DrBalcony
Sales Associate
Santa Ana, CA
Sponsorship not specifiedDetected 19 days ago
SalesforceCRMSalesCustomer SuccessCommunicationCollaborationMentoringPublic SpeakingOrganizational Skills
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.
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.
- 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).
- Share best practices and offer mentorship support to junior team members.
- Collaborate cross-functionally with Sales, Product, and Customer Success to support delivery timelines and client expectations.
- Skills Exceptional communication, persuasion, and relationship-building abilities.
- Relationship and Sales Execution Own key portions of the consultative sales cycle:
Nice to have
- 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.
- 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.).
Benefits
- Monitor pipeline health and prepare performance insights for leadership.
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This listing is sourced directly from DrBalcony's careers page and normalized into a canonical job model.