Regional Preplanning Director

Location: West Region Cemetery/Mortuary 
Status: Exempt, Full Time

 POSITION SUMMARY

The Regional Preplanning director - West serves as a non-selling leadership role within the Catholic Mortuaries Department and reports directly to the Chief Executive Officer of Cemeteries & Mortuaries.

ESSENTIAL FUNCTIONS

As representatives of the Roman Catholic Church, all employees of the archdiocese are expected to fulfill their responsibilities in accordance with the mission and objectives of the Church.

• Manage non-selling Preplanning Managers at designated locations.
• Collaborate with executive leadership, director-level colleagues, and consultants to revise, establish, and implement standard operating procedures to further the organization's mission.
• Monitor regional sales activity to ensure attainment of sales goals with a strong emphasis on high-quality sales production.
• Develop regional leadership by directing Preplanning teams in their service to patrons, maintaining fidelity to Catholic teachings.
• Oversee and appropriately manage all processes related to leads, sales activities, and sales outcomes.
• Maintain the highest standards of ethics, quality, and service throughout all areas of responsibility.
• Ensure that all direct reports are fully aware of their individual roles, responsibilities, and scope of authority.
• Promote a productive work environment through consistent supervision, professional development, and motivation of staff.
• Conduct regular sales and training meetings, addressing topics such as sales techniques, performance achievements, new policies, product contracts, sales objectives, and accomplishments.
• Monitor the sales performance and skill development of each Manager and Counselor.
• Develop individual improvement plans, including tailored training, mentorship, and coaching for Preplanning Managers, Counselors, and Trainers.
• Recommend and implement disciplinary measures as warranted.
• Routinely visit assigned locations to evaluate the effectiveness and performance of sales teams.
• Participate in all meetings as directed by the Chief Executive Officer, his office and relevant subject matter experts, reviewing successes and areas in need of improvement at various sites.
• Facilitate coordination among Managers and Trainers.
• Act as a liaison between sales teams and related departments, fostering collaboration and teamwork across all cemetery departments.

Qualifications MINIMUM QUALIFICATIONS
 
Education and Experience

• Bachelor's degree, or an equivalent combination of education and relevant business or sales experience.
• A minimum of three years' experience in direct sales management with a proven record of consistent sales performance.
• Demonstrated positive leadership, sound judgment, and adeptness in management.
• Documented experience in recruiting, hiring, training, and retaining members of the sales team.
• History of achieving or surpassing sales targets.
• Comprehensive experience with all facets of the sales cycle.
• Background in customer service and conflict resolution.
• Experience in developing action plans and tracking systems to monitor activities.

Knowledge, Skills, and Abilities

• Extensive Microsoft Office Suite (including Power BI, Outlook, Word, Excel, and PowerPoint), CRM reporting, and industry-specific records management systems
• Self-motivated, adaptable, personable, and adept at meeting challenges.
• Exceptional motivational and training abilities.
• Manage multiple tasks, set priorities, and foster a collaborative team environment.
• Willingness and availability to travel daily within the Archdiocese of Los Angeles; occasional overnight travel may be required. Additionally, attendance at conferences, training events, and seminars may be necessary.
• Develop and maintain constructive working relationships.

Physical and Environmental Requirements

• The position entails periods of sitting, standing, and walking, and frequently requires exerting up to 10 pounds of force to move objects, with occasional requirements of up to 20 pounds.
• Required ability to access four-drawer cabinets up to five feet in height, including reaching above the shoulder for two drawers and crouching to access lower drawers.
• Ability to sit for sustained periods of time daily, stand, walk, bend, crouch, reach above and below shoulder level, push, pull, grasp, or twist on an intermittent basis. 

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