Essential Duties

All duties will be accomplished with outstanding customer service skills and communication with all stakeholders: prospects, residents, team members and leadership.

• Serve as the first point of contact for prospective residents, families, hospitals, and referral sources.

• Take inquiry calls from hospitals, families, etc., and provide quality appointments to include warm-up, presentation, tour and closing.

• Maintain a working knowledge of the lead management system and its uses to develop reports.

• Input sales and marketing activities, as directed, in a timely manner and according to systems standards into the CRM.

• Maintain a close working relationship with the Executive Director to ensure appropriate and efficient decisions about prospective move-ins.

• Know unit availability at all times. When move-in determinations are made, work with the Health and Wellness Director and Maintenance Director on appropriate unit selection.

• Coordinates with maintenance and operations on unit turn-over and maintains unit availability listings for the Executive Director.

• Works with the Executive Director to identify units to be made ready for sales pipeline.

• Actively participate in daily morning meetings, when asked, to alert appropriate staff members of projected move-ins.

• Support marketing and outreach efforts as needed, up to and including, traveling throughout the local area to represent the senior living community.

• Process, verify, and document all income and asset information for resident move-ins and annual recertifications.

• Develop and maintain strong relationships with other teams within the senior living community to insure a smooth transition for the resident to the community once move-in is completed.

• Assist with sales and operations when requested by the Executive Director

Supervisory Requirements

The Sales & Move-In Specialist is responsible for systems and processes but will not have any direct reports.

Qualifications

Education and/or Experience

• Must possess, as a minimum, 3 years of experience in relationship management, customer service, or guest services, and a high school diploma or GED.

• Experience in senior living helpful.

• Proficiency in database management and/or a CRM required; experience with Welcome Home helpful.

Language Skills

• Proven outstanding spoken and written skills to communicate proficiently with key stakeholders. In certain communities, bi-lingual is helpful, but not required.

Mathematical Skills

• Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations.

Reasoning Ability

• Ability to solve practical problems.  

• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Certificates, Licenses, Registrations

• Proficiency in the Microsoft Suite office products required, certification in Microsoft Office is helpful.

• Proficiency in database management and/or a CRM required; experience with Welcome Home helpful.

Physical Demands  

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee must occasionally lift and/or move up to 25 pounds. Prolonged use of a desktop or laptop computer. While performing the duties of this job, the employee is regularly required to sit, stand; walk and talk, read or hear. Frequent use of all office related equipment to include; copier/scanner/fax, telephone, and calculator.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  The noise level in the work environment is usually low to moderate.

Note: Nothing in this job specification restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Critical features of this job are described under various headings above. They may be subject to change at any time due to reasonable accommodation or other reasons.  The above statements are strictly intended to describe the general nature and level of the work being performed. They are not intended to be construed as a complete list of all responsibilities, duties, and skills required of employees in this position.