Annapolis - A National Lutheran Community 1997 Annapolis Exchange Parkway Suite 300
Aug 23, 2018
In accordance with National Lutheran’s We CARE philosophy, the Guiding Principle Core Values, and in alignment with the NLCS culture, the Sales Coordinator is responsible and accountable for the following: CORE COMPETENCIES Reporting to the Sales Director, the Sales Coordinator will work closely with and provide support to the sales team for assigned service lines. In most cases, this individual is the first touch-point most customers or prospects will interface with and provides administrative support, answers phones, conducts data entry and reporting, guides prospects to the appropriate sales team member and acts as a backup to Sales Counselors when necessary. Partners with the Sales Director to plan and coordinate special events related to prospective residents and depositors Serves as the main hub for all sales inquiries (online, calls, walk-ins, etc.); routes requests to appropriate Sales Counselor using the UPs System Sends out informational/marketing packets to prospects inquiring about the community/entity’s services Conducts presentations and tours to prospective residents as requested by the Sales Director Participates at open houses and sales/marketing events both on and off-site Interacts with prospective residents and their families in individual and group meetings Verifies insurance benefits, medication and treatment costs for prospective residents as necessary Completes admissions documentation including contracts with admitted residents or their representative. Coordinates admissions process with Admissions and Clinical staff as necessary Ensures sales leads are documented, coded and tagged appropriately in the Customer Relationship Management (CRM) database and the Lead Management System (LMS) Creates and maintains confidential records pertaining to future resident and resident Performs administrative duties as necessary for the proper function of the office Produces reports from CRM database and maintains inventory of available apartments, cottages, suites and rooms Takes and maintains minutes of sales meetings Maintains the inventory of promotional, collateral and contractual materials Handles all details of new resident move-ins, including but not limited to standard and upgrade selections, processing forms, addendums and deposits and coordination with facilities and/or contractors regarding selections, vendor and construction requests. Ensures that the customization authorization is executed by the resident and that payment is received for all custom work prior to the commencement of the customization process Partners with Environmental Services and contractors to ensure the readiness of each residence for move-in Updates the community vendor guide as necessary and establish relationships with vendors to assist depositors in finding necessary resources Prepares and distributes new resident welcome binders and settlement packets. Performs other duties as assigned JOB QUALIFICATIONS Associate’s degree in Marketing, Business, Communications, Human Services or related field preferred Two years of experience in sales support in a long term care, health care, senior living or service related environment preferred; or an equivalent combination of education and experience Experience giving presentations and interacting with customers and sales prospects preferred Visibility requires maintaining a professional appearance and providing a positive company image Must possess strong written and oral communication skills; and ability to maintain confidentiality resident information Must be customer service oriented, relational, enthusiastic, efficient, organized, goal-directed, detail-oriented and display a genuine warmth and hospitality in interpersonal interactions Must be able to develop presentations, documents, and reports Must have intermediate proficiency in Microsoft Office. Experience in CRM databases preferred.