JOB SUMMARY
The Sales Assistant is responsible for assisting the Sales team in answering all incoming calls for the sales and membership office, managing the community’s CRM, facilitating and coordinating onsite lead generation events and helping each new member make the transition from their current home to Jacaranda Trace as smooth as possible. The Sales Assistant respectfully interacts with all members, family members, visitors, colleagues and staff. This is a safety sensitive position. The Sales Assistant reports to the Sales Director.
ESSENTIAL FUNCTIONS
It is understood that every incidental duty connected with operations listed in the job description is not always specifically described, and that employees, at the discretion of management, may be required to perform duties not within their job descriptions. The omission of an essential function does not preclude management from assigning duties not listed herein if such functions are a logical assignment to the position.
- Answer all incoming phone calls to the membership sales office, provides information to callers, collects data and routes calls to the appropriate membership sales counselor
- Meet and greet visitors to the membership sales office
- Serve as a back-up for the sales team
- Facilitate lead generation event planning and coordination, as well as follow up with all leads
- Conduct call outs to the lead base to support the sales team, encouraging appointments, tours and event attendance
- Produce and distribute variety of documents and correspondences, including memos, data reports, presentation materials, collateral packages, etc.
- Compile and manage internal reporting tools to ensure accuracy and timeliness of updates
- Assemble settlement packages for new members
- Build relationships with our new members and their families/friends and understands the magnitude of the residents’ decision to choose the community and is compassionate with their needs and feelings
- Partner with the Move-In Coordinator to assist new members with the preparation of their move
- Communicate with new members within a reasonable timeframe of their move in date to see how the members are and if they have any unresolved or open issues related to their move
- Perform general office and administrative support work
- Regular and reliable attendance is an essential function of this job
ESSENTIAL MENTAL AND PHYSICAL FUNCTIONS
The essential mental and physical functions listed below are required in order for an employee to be able to perform the essential functions of this position.
- Ability to read and write, follow written and verbal instructions, and communicate effectively in English.
- Thinking critically; defined as reading, understanding, and taking appropriate action on detailed and complex information.
- Walking long distances daily
- Repetitive actions/motion of one or both hands
- Hearing ordinary conversation and office sounds
- Verbal communication in person and on the phone
- Written communication by hand and on PC
- Work schedule includes evenings, weekends and holidays as needed.
