Lead/Sales Liaison

Key Responsibilities: Sales Conversion & Package Sales

• Follow up with prospective clients who have completed an initial appointment but have not yet purchased a service package.
• Make follow-up calls and conduct professional sales conversations to educate clients on available packages and encourage conversion.
• Understand client goals, address questions, overcome reasonable objections, and communicate the value of available services and packages.
• Use approved sales messaging, promotions, and follow-up strategies while maintaining a consultative, customer-first approach.
• Track package sales, client objections, follow-up attempts, and conversion outcomes.

Lead Management & Rebooking

• Coordinate with our advertising agency and internal team to follow up with eligible leads and post-appointment clients.
• Complete all assigned weekly follow-up calls within the designated week.
• Manage follow-up activity and scheduling independently while meeting established deadlines and deliverables.
• Re-engage clients who decline a package and encourage them to schedule a future appointment when appropriate.
• Maintain accurate lead records, follow-up notes, and client statuses in the designated systems.
• Respect client communication preferences and opt-out requests.

Customer Experience & Management Collaboration

• Gather feedback regarding the client journey, service expectations, pricing concerns, and reasons clients choose or decline packages.
• Identify recurring objections, client concerns, and opportunities to improve the customer experience.
• Provide management with regular updates and actionable recommendations based on client feedback and sales trends.
• Collaborate with management/lead team to evaluate and refine sales scripts, follow-up strategies, package presentations, and client engagement tactics.
• Help identify trends in lead quality, package conversion, rebooking, and retention.

Reporting & Administrative Responsibilities

• Maintain organized Excel spreadsheets, sales trackers, and performance reports.
• Track package sales, collected revenue, conversion rates, rebookings, and follow-up effectiveness.
• Maintain accurate documentation and protect confidential client information.
• Participate in periodic performance reviews and strategy discussions with management.

Qualifications & Skills Required:

• Previous experience in sales, customer service, appointment setting, or client relationship management.
• Strong verbal communication, active listening, and relationship-building skills.
• Confidence in handling objections and guiding clients through purchasing decisions.
• Strong Excel skills, including spreadsheet organization, formulas, data tracking, and reporting.
• Excellent organization, time management, and attention to detail.
• Ability to work independently, manage a flexible schedule, and meet weekly deliverables.
• A professional, empathetic, and customer-focused approach.
• Reliable internet access and a suitable remote working environment.

Preferred, But Not Required:

• Experience in a medspa, aesthetics, wellness, or elective-service environment.
• Familiarity with Zenoti, Boulevard, or similar client management and appointment scheduling systems.
• Experience with Discord or similar team communication platforms.
• Experience with CRM systems, lead management, sales reporting, and conversion tracking.
• Experience selling service packages, memberships, treatment plans, or other service-based offerings.

Schedule & Work Arrangement

• Remote, work-from-home arrangement.
• Flexible scheduling, with the ability to independently organize working hours.
• All assigned weekly follow-up calls must be completed within the designated week.
• Responsible for maintaining accurate records, meeting deadlines, and communicating with management regarding sales results and client feedback.
• Structured around agreed deliverables, performance expectations, and ongoing collaboration with the business.

Pay: $3,000.00 - $7,000.00 per month

Benefits:

• Employee discount
• Flexible schedule
• Paid training
• Work from home

Work Location: Remote