Anna Keffer, CDP, SMM-C
Newtown Square,PA
Summary
Highly self-motivated and organized sales professional, with over 35 years experience in the Senior Living Industry, looking for a position where my extensive and diverse customer service skills can positively impact a company.
Overview
30
30
years of professional experience
Work History
Director of Sales and Business Development
Right Size Relocation
09.2023 - Current
- Establish access into Senior Living Communities that Right Size Relocation and Lite Movers are currently not conducting business and increase business in the communities currently working
- Maintain relationships in communities where RSR and LM are currently working
- Actively promote brands through networking events and social media
- Conduct home visits for potential residents of communities and develop cost estimates related to services
- Establish a presence in real estate firms via cold calling, networking, presentations, etc
- Presentations and Lunch and Learns in communities and Senior Centers
- Design a detailed floor plan with clients
- Cover sales duties for owners when out of office
Client Experience Manager/Sales Consultant
WayForth
01.2019 - 07.2023
- Top Sales Representative in the Company by generating over $2M in revenue, and for 2 consecutive years generated over $1M
- Drove sales growth and account penetration within an assigned territory by effectively selling services
- Initiates and coordinates the development of action plans to penetrate new markets
- Worked intently with customers and business partners to thoroughly understand their needs and leverage customized product offerings
- Promoted/sold/secured orders from existing and prospective clients through a relationship-based approach
- Presented services to existing/potential customers and assisted them in selecting those best suited to their needs
- Made telephone calls, in-person visits and presentations to existing and prospective customers
- Developed clear and effective written proposals for current and prospective customers
Move In Coordinator
Sunrise Senior Living-The Quadrangle
01.2004 - 12.2018
- Worked closely with the Directors of Sales and other Department heads through all phases of the sales process to fill our 349 Independent Living units
- Managed the entire move-in process, ensured room readiness, and held weekly renovation meetings with key members to ensure the process is seamless
- Prepared the resident Administrative Files according to community standards and state-specific regulatory requirements, including coordinating the Resident Assessment, preparing and completing contracts, and collecting entrance fees
- Maintained an open and ongoing dialogue with prospective residents and family members inquiring about the community
- Lead scheduled tours and walk-ins, assisting the resident and family members in making an emotional connection to the community
- Database management for the Sales and Marketing Department
- Average 50 Independent Living move-ins per year
- Maintained customer relations through effective communication with all departments, residents, and family members, during the move-in process, and after, making them feel comfortable in their environment
Human Resource Representative
Sunrise Senior Living-The Quadrangle
01.2002 - 01.2004
- Assisted with the orientation of new team members including new hire paperwork, overview of Team Member Handbook and policies
- Reviewed and processed all new hire paperwork and administration on a timely basis and prepared team member’s data for payroll and record keeping
- Processed approved team member’s status changes, new hires, and transfers
- Monitored and kept track of performance appraisal due dates, overall ratings, and processed approved merit increases in the personnel file
Dining Services Supervisor
Marriott (prior to Sunrise taking over as Management)
05.1995 - 06.1999
- Provided supervision to food service dining team consisting of approximately 40 employees, and supported/assisted the Dining Room Manager and Director
- Scheduled and assigned tasks to the food service dining team
- Maintained staffing and scheduling according to operational, budgetary guidelines & federal, state, local laws
- Maintained visibility during meal periods supporting customer engagement activities, interacting with residents and family members during meal periods
Education
Human Resources Certification -
Delaware County Community College
01.2004
Bachelor of Science - Business
Neumann University
Aston, PA01.1995
Continuingeducation
- Sunrise Senior Living, Department Coordinator Training Program-Personal Care Administrator, 01/01/18
- National Association of Senior Move Managers (NASMM), Senior Move Management Certification, 01/01/19
- National Council of Certified Dementia Practitioners (NCCDP), Certified Dementia Practitioner, 01/01/24
Timeline
Director of Sales and Business Development
Right Size Relocation
09.2023 - Current
Client Experience Manager/Sales Consultant
WayForth
01.2019 - 07.2023
Move In Coordinator
Sunrise Senior Living-The Quadrangle
01.2004 - 12.2018
Human Resource Representative
Sunrise Senior Living-The Quadrangle
01.2002 - 01.2004
Dining Services Supervisor
Marriott (prior to Sunrise taking over as Management)
05.1995 - 06.1999
Human Resources Certification -
Delaware County Community College
Bachelor of Science - Business
Neumann University