Sales & Marketing Coordinator - Development
Franciscan Ministries, Albany, New York, United States
Position Summary
The Sales & Marketing Coordinator will assist in the sales and marketing process to achieve pre‑leasing and occupancy goals for new and expanding community sites. Responsibilities include coordinating promotional marketing activities, planning marketing events, executing the marketing plan, and managing the move‑in and move‑out processes for all residential apartments. The role also involves securing sales of apartments/homes and providing exemplary customer service to residents, families, and internal departments. Essential Functions, Key Duties, & Responsibilities
Marketing Support
Assist in the execution of the marketing plan, including all advertising and business development goals. Help plan and implement pre‑leasing events, information sessions, trade shows/expos, event invitations, mailings, follow‑up calls, attendance tracking, and provide tours and information to attendees. Maintain the inventory of all marketing materials, ensuring adequate supplies are on hand and ordering supplies as necessary. Develop and maintain good working relationships with all Franciscan Ministries departments and entities, assisting with resident activities or associate functions as requested. Supports Sales Effort
Assist with all stages of the sales process to help achieve pre‑leasing deposits and post‑opening occupancy goals. Maintain a professional, inviting atmosphere in the marketing office and demonstrate exemplary customer service to all internal and external guests. Handle incoming calls; acquire preliminary information on prospects, schedule appointments, follow up as necessary, and maintain accurate records in the CRM. Conduct tours for potential residents, collect essential discovery information, and ensure they receive a positive perspective of the community and its programs and services. Collect deposits and fees; enter and update them in the CRM. Execute all necessary CRM activities: maintain proficiency of the system, enter new prospect information, assign leads to sales staff, troubleshoot data/system errors, evaluate and maintain data integrity, and generate daily, weekly, and monthly reports. Move Coordination
Work with residents and families to ensure application, supporting documentation, and contract paperwork is completed for all moves. Establish and process prospect and resident files, paperwork, and move‑in packets for all residential buildings and homes. Communicate new move‑ins, in‑house transfers, and move‑out notices in a timely manner to all necessary parties. Maintain the move‑in/transfer/move‑out checklists for all team members responsible for these activities and monitor status. Collaborate with plant operations to ensure apartments/homes are ready for move‑in. Complete walkthroughs of apartments/homes with residents or families on internal moves or move‑outs when applicable. Oversee new residents’ orientation to the community, work closely with the Ambassador program, and assign an Ambassador to each resident to aid with transition. Maintain the occupancy roster and communicate consistently with prospects on the waiting list, updating the list as necessary. Notify clinical team of each move‑in and provide copies of required paperwork for assisted living and memory care move‑ins when applicable. Prepare correspondence as necessary and perform other duties as assigned, complying with all policies and procedures. Position Requirements
Education
High School Diploma/GED required; Associate’s or Bachelor’s degree in Marketing, Business, or a related field preferred. Licenses / Certifications
Marketing Professional Certification preferred. Experience
2+ years of experience in sales or marketing; preferably in the Senior Health Care industry. Skills & Abilities
Excellent verbal and written communication. Travel
Local travel required. Compensation
USD $27.85/Hr. – USD $28.85/Hr.
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The Sales & Marketing Coordinator will assist in the sales and marketing process to achieve pre‑leasing and occupancy goals for new and expanding community sites. Responsibilities include coordinating promotional marketing activities, planning marketing events, executing the marketing plan, and managing the move‑in and move‑out processes for all residential apartments. The role also involves securing sales of apartments/homes and providing exemplary customer service to residents, families, and internal departments. Essential Functions, Key Duties, & Responsibilities
Marketing Support
Assist in the execution of the marketing plan, including all advertising and business development goals. Help plan and implement pre‑leasing events, information sessions, trade shows/expos, event invitations, mailings, follow‑up calls, attendance tracking, and provide tours and information to attendees. Maintain the inventory of all marketing materials, ensuring adequate supplies are on hand and ordering supplies as necessary. Develop and maintain good working relationships with all Franciscan Ministries departments and entities, assisting with resident activities or associate functions as requested. Supports Sales Effort
Assist with all stages of the sales process to help achieve pre‑leasing deposits and post‑opening occupancy goals. Maintain a professional, inviting atmosphere in the marketing office and demonstrate exemplary customer service to all internal and external guests. Handle incoming calls; acquire preliminary information on prospects, schedule appointments, follow up as necessary, and maintain accurate records in the CRM. Conduct tours for potential residents, collect essential discovery information, and ensure they receive a positive perspective of the community and its programs and services. Collect deposits and fees; enter and update them in the CRM. Execute all necessary CRM activities: maintain proficiency of the system, enter new prospect information, assign leads to sales staff, troubleshoot data/system errors, evaluate and maintain data integrity, and generate daily, weekly, and monthly reports. Move Coordination
Work with residents and families to ensure application, supporting documentation, and contract paperwork is completed for all moves. Establish and process prospect and resident files, paperwork, and move‑in packets for all residential buildings and homes. Communicate new move‑ins, in‑house transfers, and move‑out notices in a timely manner to all necessary parties. Maintain the move‑in/transfer/move‑out checklists for all team members responsible for these activities and monitor status. Collaborate with plant operations to ensure apartments/homes are ready for move‑in. Complete walkthroughs of apartments/homes with residents or families on internal moves or move‑outs when applicable. Oversee new residents’ orientation to the community, work closely with the Ambassador program, and assign an Ambassador to each resident to aid with transition. Maintain the occupancy roster and communicate consistently with prospects on the waiting list, updating the list as necessary. Notify clinical team of each move‑in and provide copies of required paperwork for assisted living and memory care move‑ins when applicable. Prepare correspondence as necessary and perform other duties as assigned, complying with all policies and procedures. Position Requirements
Education
High School Diploma/GED required; Associate’s or Bachelor’s degree in Marketing, Business, or a related field preferred. Licenses / Certifications
Marketing Professional Certification preferred. Experience
2+ years of experience in sales or marketing; preferably in the Senior Health Care industry. Skills & Abilities
Excellent verbal and written communication. Travel
Local travel required. Compensation
USD $27.85/Hr. – USD $28.85/Hr.
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