Sales Lead Qualifier & CRM Assistant

Mego Afek•Houston, TX

About The Position

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 founder-led, premium brand where high-touch relationships, operational excellence, and precision follow-through matter. The CEO personally manages the majority 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 must match that same level of excellence. Learn more at: www.ballancerpro.com Role Overview We are seeking a highly organized, professional, and detail-oriented Sales Lead Qualifier & CRM Assistant to support our CEO, who personally handles the majority of high-value sales. This role is critical in protecting executive selling time, ensuring only qualified, sales-ready leads reach the CEO, and maintaining a clean, accurate CRM that drives smarter decisions and higher 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 revenue.

Requirements

2+ years experience in sales support, lead qualification, SDR, or CRM administration
Hands-on experience with Zoho CRM
Experience using Square for invoicing or payments
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

Nice To Haves

Experience supporting a CEO or founder-led sales organization
Background in high-ticket sales, medical aesthetics, wellness, or luxury brands
Experience handling event or tradeshow leads
Familiarity with email campaigns, lead nurturing, or follow-up sequences
Experience working in a premium, relationship-driven sales environment

Responsibilities

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
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 summaries for the CEO
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
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 sales and client information
Ensure consistent messaging aligned with company positioning, pricing strategy, and compliance standards