Charlotte "Charli" Sotomora
Honolulu
Summary
Dynamic professional with robust experience in sales and relationship management. Expertise in ethical awareness and quality assurance fosters successful collaboration with healthcare providers and community stakeholders, resulting in increased referrals and improved service delivery.
Overview
10
10
years of professional experience
Work History
Sales Manager
The Plaza at Punchbowl
Honolulu
04.2024 - Current
- Maintains the client relationship management system, fosters positive resident relationships, and sustains retention.
- Fosters positive relationships with referral sources, such as healthcare providers, hospitals, CareSift, and community members. Responsible for initiating business referrals.
- Conducts tours for the community and.
- Attends and hosts community events to promote Plaza services, and fosters relationships.
- Coordinates assessments for interested prospects with the DON and administrator prior to arrival.
- Ensures the completion of all required paperwork for admissions while establishing connections with primary care physicians and healthcare providers. Routes documents for filing for the DON resident chart, and creates a Business File for the business office manager.
- Submits weekly department reports to include: rates, availability, census, admissions, discharges, KPI, and marketing plan.
- Works collaboratively with other departments, represents the community in sales meetings, trainings, and in-service as assigned.
- Responds quickly to all emergencies, assists in fire drills, and is trained for evacuation during disasters. Procedures and protocols for the deceased.
- Active MOD (Manager on Duty) for the community weekly for day-off coverage of my administrator and assistant administrator, as the designated department head to oversee day-to-day operations of the community and staff.
- Create patient profiles in PointClickCare.
- Outlooks, Teams Meetings, expense reports, Power BI, reporting, DEI sales summit, and reports to PCS and 900 Fort Street.
Stylist Sales Associate
M M LaFleur
New York
07.2017 - 06.2019
- Styled clients with personalized fashion recommendations and selections.
- Assisted customers in fitting rooms to enhance their shopping experience.
- Maintained an organized and visually appealing merchandise display.
- Collaborated with team members to achieve sales goals and customer satisfaction.
Sales Associate and key holder
COS clothing company
New York
07.2015 - 06.2017
- Assisted customers with product selections and provided styling advice.
- Maintained store appearance by organizing merchandise and ensuring cleanliness.
- Processed transactions accurately using the point-of-sale system.
- Collaborated with team members to restock inventory and manage displays.
Education
Some College (No Degree) - Cultural Anthropology
University of Arkansas At Little Rock (UALR)
Little Rock, ArkansasSkills
- CRM software proficiency
- GA4 analytics
- Power BI reporting
- Quality assurance
- Cross-platform proficiency
- Magento and Salesforce expertise
- PointClickCare navigation
- Adaptable learner
- Ethical awareness
- Fast-paced performance
- Trend analysis
- Innovative problem-solving
- Google Docs and Excel skills
- data entry proficiency
- QuickBooks knowledge
- Illustrator for fashion design
- event coordination
- Sales strategy development
Affiliations
- Yoga
Languages
English
Native/ Bilingual
Spanish
Limited
References
References available upon request.
Timeline
Sales Manager
The Plaza at Punchbowl
04.2024 - Current
Stylist Sales Associate
M M LaFleur
07.2017 - 06.2019
Sales Associate and key holder
COS clothing company
07.2015 - 06.2017
Some College (No Degree) - Cultural Anthropology
University of Arkansas At Little Rock (UALR)
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