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Sales Support Associate

2 months ago

Arlington Virginia, United States Sunrise Senior Living Full time
About the Role

Sunrise Senior Living is seeking a highly motivated and organized Sales Support Associate to join our team. As a Sales Support Associate, you will play a critical role in supporting our Sales and Marketing team in achieving our occupancy and revenue goals.

Key Responsibilities
  • Assist the Sales and Marketing team in maintaining a thorough working proficiency in our customer relationship management (CRM) lead tracking system.
  • Support the Sales and Marketing team by effectively maintaining all current prospect records in the CRM lead tracking system.
  • Support the Executive Director, Director of Sales and Marketing, and Director of Sales in building a trusting and positive relationship with prospects by understanding our product and how we can meet their needs.
  • Assist the Executive Director, Director of Sales and Marketing, and Director of Sales in setting, tracking, and accomplishing sales goals in a timely manner.
  • Demonstrate effective telephone skills producing qualified leads and appointments.
  • Where applicable, prepare the resident's Administrative File according to Sunrise and state specific regulatory requirements.
  • Manage the move-in process as outlined in the Resident Move-In Checklist.
  • Meet with the resident and/or family on the day the Move-In Fee is placed and review the Move-In Packet ensuring all information is explained.
  • Coordinate and facilitate the Resident Assessment with the Resident Care Director and Assisted Living Coordinator/Reminiscence Coordinator.
  • Ensure all Sunrise and required state forms are completed by the resident and/or family on or before move-in date.
  • Schedule the Resident Agreement Signing on Move-In day, collect any remaining paperwork, and review the welcome packet with the resident and family member(s).
  • Orientate the resident and family to the community, present the room to the resident and family, and explain the telephone and emergency procedures systems and other services.
  • Arrange lunch or dinner for the resident and family members on Move-In day.
  • Ensure the suite/apartment is ready for Move-In using the Suite Readiness Checklist.
  • Communicate any necessary suite/apartment readiness needs with the Maintenance Coordinator.
  • Maintain an open and ongoing dialogue with the resident and/or family from the time the Move-In Fee is placed through Move-In to ensure a smooth transition for the resident and to identify resident/family needs.
  • Initiate communication with resident's physician and/or family to ensure completion and delivery of the Physician's Statement and any state specific forms.
  • Assist the resident and family members in making the emotional connection to the new community through awareness, integration, and socialization techniques and engaging activities.
  • Always maintain and protect the confidentiality of resident information.
  • As applicable for new communities, facilitate the Sunrise Founders Club ensuring all Founders Club benefits are received by the resident and/or family.
  • Partner with community team to ensure community is in compliance with OSHA requirements, promoting Risk Management programs and policies and adhering to safety rules and regulations.
  • Practice safety procedures at all times including Personal Protective Equipment (PPE), fire extinguishers, Safety Data Sheets (SDS), and Lockout Tagout.
  • Actively participate as a member of a team and commit to working toward team goals.
  • Demonstrate our Team Member Credo in daily interactions with others.
  • Commit to serving our residents and guests through our Principles of Service.
  • Contribute to the overall engagement programs and processes (customer and team member engagement).
  • Attend regular meetings; Town Hall, Department Team, Cross Over, and others as directed by the Supervisor/Department Coordinator.
  • Maintain compliance in assigned required training and all training required by state or other regulating authorities as applicable to this role to ensure that Sunrise standards are always met.
  • Support sales team in executing successful sales and marketing events.
Requirements
  • One (1) year of experience in a sales support role and/or two (2) years of experience as a Sunrise Team Member.
  • Previous customer service or sales experience.
  • Ability to handle multiple priorities.
  • Possess excellent phone, written and verbal skills for effective communication.
  • Ability to facilitate small group presentations.
  • Competent in organizational and time management skills.
  • Demonstrate good judgment, problem solving, and decision-making skills.
  • Demonstrate proficiency in computer skills, Microsoft Office (Windows, Outlook, Excel), and Sunrise applications with the ability to learn new applications.