Sales Assistant

Sales Assistant

OVERVIEW

The Sales Assistant is responsible for supporting and assisting the Sales & Marketing team in achieving the community's occupancy and revenue goals. Responsibilities include but not limited to assisting the Sales & Marketing team in managing the community's sales & marketing database, maintaining appropriate sales collateral, coordinating and obtaining all required move-in paperwork and preparing the resident's Administrative file. Following the Sunrise quality service standards, the Sales Assistant will conduct the resident's orientation to their new home at Sunrise and ensure each resident's move-in to their new home at Sunrise is smooth and successful following our Sunrise shared values.

RESPONSIBILITIES & QUALIFICATIONS

Essential DutiesAs a part of the Sunrise team, supporting our Mission, Principles of Service and Core Values is a fundamental part of this job. Our foundational belief is the sacred value of human life. The unique responsibilities for this role include but are not limited to the essential functions listed as follows:

Sales and Marketing

• Assists the Sales and Marketing team in maintaining a thorough working proficiency in the customer relationship management lead tracking system.
• Supports the Sales and Marketing team by effectively maintaining all prospect records current in the customer relationship management lead tracking system.
• Supports and assists the Executive Director, Director of Sales and Marketing, Director of Community Relations in building a trusting and positive relationship with prospects by understanding the Sunrise product and how Sunrise can meet the customer's needs.
• Assists the Executive Director, Director of Sales and Marketing, Director of Community Relations by ensuring model suite(s) / apartment(s) are well maintained and presentable.
• Supports and assists the Executive Director, Director of Sales and Marketing, Director of Community Relations in setting, tracking and accomplishing sales goals in a timely manner.
• Demonstrates effective telephone skills producing qualified leads and appointments.

Resident Records and Administrative

• Prepares the resident's Administrative File according to Sunrise and state/province specific regulatory requirements.

Resident Move-In Process

• Manages the move-in process as outlined in the Resident Move-In Checklist.
• Meets with the resident and/or family when sale is made and reviews the Move-In Packet ensuring all information is explained for understanding.
• Coordinates the Resident Assessment with the Health Care Coordinator and Assisted Living Coordinator / Reminiscence Coordinator.
• Ensures all Sunrise and required state paperwork and forms are completed on or before the move-in date by the resident and/or family.
• Schedules and accurately creates the Resident Agreement Signing.
• On the Move-In day, the

Sales Assistant:

• Collects any remaining paperwork
• Reviews the Welcome Packet with the resident and family member(s)
• Orientates the resident and family to the community
• Presents the room to the resident and family, explains the telephone and emergency procedures systems and other services such as hair care/salon, transportation, activities, etc
• Arranges lunch or dinner for the resident and family members on the Move-In daySuite/Apartment Readiness
• Ensures the suite/apartment is ready for move-in using the Suite Readiness Checklist.
• Communicates with the Maintenance Coordinator any necessary suite /apartment readiness needs.

Communication

• Maintains an open and ongoing dialogue with the resident and/or family from the time the sale is made through Move-In to ensure a smooth transition for the resident and to identify resident/family needs.
• Initiates communication with resident's physician and/or family to ensure completion and delivery of the Physician's Statement and any state/province-specific forms.
• Facilitates the Resident Assessment with the Health Care Coordinator and Assisted Living Coordinator / Reminiscence Coordinator.
• Assists the resident and family members in making the emotional connection to the new community through awareness, integration and socialization techniques and engaging activities.
• Reviews, reads, notates and initializes 15 day planner to document and learn about pertinent information.
• Maintains and protects the confidentiality of resident information at all times.
• Facilitates the Sunrise Founders Club, as applicable for new communities, ensuring all Founders Club benefits are received by the resident and/or family.

Essential Duties:

Risk Management and General Safety

• Partners with community team to ensure community is in compliance with national/provincial regulations pertaining to occupational health and safety requirements and promotion of Risk Management programs and policies; adnce to safety rules and regulations.
• Practices safety procedures at all times including Personal Protective Equipment (PPE), fire extinguishers, Safety Data Sheets (SDS) and Lockout Tagout.

Essential Duties:

Training, and Contributing to Team Success

• Participates actively as a member of a team and committed to working toward team goals.
• Demonstrates in daily interactions with others, our Team Member Credo.
• Commit to serving our residents and guests through our Principles of Service.
• Contribute in the overall engagement programs and processes (customer and team member engagement).
• Attends regular meetings; Town Hall, Department Team Meetings, Cross Over, and others as directed by the Supervisor / Department Coordinator.
• Maintain compliance in assigned required training and all training required by state/province or other regulating authorities as applicable to this role to ensure that Sunrise standards are always met.
• Perform other duties as assigned. Core Competencies
• Building Customer Loyalty
• Building Trust
• Communication
• Contributing to Team Success
• Managing Work (includes Time Management)
• Planning and Organizing
• Quality Orientation
• Stress Tolerance
• Technical / Professional Knowledge Experience and Qualifications
• Associate and/or College degree preferred
• One (1) year experience in an administrative support role
• Previous customer service experience demonstration of customer service skill set
• Ability to handle multiple priorities
• Possess excellent phone communication skills, written and verbal skills for effective communication and the ability to facilitate small group presentations
• Competent in organizational, time management skills
• Demonstrates good judgment, problem solving and decision making skills
• Demonstration of proficiency in computer skills, Microsoft Office (Windows, Outlook, Excel) and Sunrise applications with the ability to learn new applications
• As applicable, all Sunrise team members who drive a Sunrise vehicle must review and sign the Driver job description and understand the key essential duties for safety and regulatory compliance
• Ability to work weekends, evenings, and flexible hours and be available for our customers at peak service delivery days and times