Job Description

POSITION SUMMARY

The Sales Associate (SA) contributes and supports the overall sales functions of the community. The primary purpose of the SA role is to execute sales processes and tactics to inspire prospective residents to move into the community. The SA provides support with new inquiries, and existing inquiries with the goal of converting these leads to move-ins to achieve occupancy targets. The success of the SA is measured in multiple ways, including sales conversions, move-ins, and average daily occupancy.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The following duties are normal for this position. This list is not to be construed as exclusive or all inclusive. Other duties may be required and assigned.

Sales Functions

· Answers inbound sales calls, engaging with prospects/influencers to ascertain full contact information and perform the first level of discovery process.

· Greets tours, escorts to the Discovery Room while engaging with the prospects/influencers to create a smooth introduction to the Director of Sales.

· Manages the customer relationship management system including prospect/influencer data to ensure accuracy and completeness.

· Produces weekly, monthly, and quarterly sales reports in accordance with a schedule of reports or as requested.

· Assists daily in visiting model apartment(s) and tour path to ensure the community is ready for company, shows well and meets the model apartment standards including sight, sound, and scent.

· Makes outbound calls to prospects/influencers that demonstrate effective telephone sales skills resulting in the generation of a tour or mutually agreed upon next step.

· Monitors sales collateral to ensure inventory levels are appropriate, orders sales collateral through the online portal as needed.

· Organizes, coordinates, and assists in the planning and execution of the sales event calendar.

· Conducts tours as needed during sales coverage times or when other sales team members are committed to other prospects/influencers.

· Administers the “UPs” log as the gatekeeper of all new prospects to ensure equitable distribution of leads to the Director of Sales.

Sales Acceleration Programs

· Leads coordination and execution of all sales acceleration programs to maximize move ins.

· Promotes the Resident Referral program and Ambassador Program to support the overall referrals and engagement with prospects.

· Organizes and manages the “Be Our Guest” Program as needed.

Resident Move-In Process

· Reviews and facilitates the Move-In paperwork with the prospective resident and/or family members.

· Facilitates and coordinates the Resident Assessment with the clinical team.

· Oversees and manages the move-in process to ensure a smooth transition into the community.

· Champion “Red Carpet” move-in process working closely with the ED and operations team.

· Ensures all state mandated paperwork and forms are completed on or before the move-in date by the family and/or resident.

· Coordinates with ED, BOM and DHW the resident’s Administrative Files to ensure it is fully prepared according to state specific regulatory requirements, so lease signing is on the scheduled date without delays.

· Other duties as assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Educational Requirements and Experience:

· Associates degree preferred.

· One (1) years’ experience in an administrative sales or customer service role.

Knowledge, Skills, and Abilities:

· Language Ability:

o Ability to communicate effectively in writing and verbally, speaking the primary language of the residents.

o Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.

o Ability to draft routine reports and correspondence.

o Ability to speak effectively before groups of customers or employees of an organization.

· Mathematical Skills:

o Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

o Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

· Cognitive Demands:

o Ability to apply common sense understanding to solve problems and conduct instructions furnished in written, verbal, or diagram form.

· Computer Skills:

o Ability to use the Microsoft Office suite, preferably the latest version or higher, including Word, Outlook, and Excel. Ability to use email and navigate the Internet. Ability to use a customer relationship management system.

· Competencies:

o Must demonstrate an interest in working with a senior population.

o Engages with guests, residents, and staff in a courteous and friendly manner.

o Supports organization's goals and values.

o Balances team and individual responsibilities.

o Exceptional telephone, administration, and customer service skills.

o Detail oriented and excellent organizational, time management and follow-through skills.

o Must demonstrate good judgment, problem solving and decision-making skills.

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