Associate Customer Sales Specialist

Posted 20 March by South West Recruitment Ltd

My Client is looking for an Associate Customer Sales Specialist to join their team in Virginia Water, Surrey.

The Associate Customer Sales Specialist 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 Company’s quality service standards, the Associate Customer Sales Specialist will conduct the resident’s orientation to their new Home and ensure each resident’s move-in to their new Home is smooth and successful following our Company’s shared values. In addition to these core duties the Associate Customer Sales Specialist may under the supervision of Director of Community Relations or Sales Specialist work to advance leads through the sales process. This work may include conducting call-outs, taking call-ins and conducting presentations with internal customers.

QUALIFICATIONS

One (1) year experience in a sales 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 judgement, 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 Company team members who drive a Company vehicle must review and sign the Driver job description and understand the key essential duties for safety and regulatory compliance

ESSENTIAL DUTIES

Essential Duties: Sales & Marketing
Assists the Sales & Marketing team in maintaining a thorough working proficiency in the customer relationship management lead tracking system
Supports the Sales & Marketing team by effectively maintaining all prospect records current in the customer relationship management lead tracking system
Supports and assists the General Manager, Director of Community Relations in building a trusting and positive relationship with prospects by understanding the Home product and how the Company can meet the customer’s needs
Assists the General Manager, Director of Community Relations by ensuring model suite(s)/ apartment(s) are well maintained and presentable
Assists the General Manager, Director of Community Relations submission of timely billing requested information and reports
Supports and assists the General Manager, Director of Community Relations in setting, tracking and accomplishing sales goals in a timely manner
Demonstrates effective telephone skills producing qualified leads and appointments

Essential Duties: Resident Records & Administrative
Prepares the resident’s Administrative File according to the Company and state specific regulatory requirements

Essential Duties: Resident Move-In Process
Manages the move-in process as outlined in the Resident Move-In Checklist
Meets with the resident and/or family on the day the Move-In Fee is placed 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 Company and required state paperwork and forms are completed on or before the move-in date by the resident and/or family
Ensures the completion of the Resident Profile
Schedules the Resident Agreement Signing

On the Move-In day, the Associate Customer Sales Specialist:
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 day

Essential Duties: Suite/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

REPORTS TO, CLASSIFICATION & TRAINING

Reports To:
General Manager

Position: Associate Customer Sales Specialist
Field: Sales/Social Care
Location: Virginia Water, Surrey
Salary: £23-25,000
Position: Permanent

Required skills

  • Sales
  • Social Care
  • Salesforce Administrator

Application questions

Have you got Sales Administration experience?
Do you have a valid driving licence?

Reference: 34411807

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