Results-driven professional in sales management, known for high productivity and efficient task completion. Skilled in strategic planning, customer relationship management, and team leadership. Excel in communication, negotiation, and problem-solving to achieve sales targets and business growth.
Overview
12
12
years of professional experience
Work History
Sales Associate
Paradise Village
National City
10.2024 - Current
Contributed to brand strengthening initiatives through strategic relationship-building alongside the Sales Director.
Successfully assisting with the sales and marketing process, and working with partners to drive activities that will generate leads, tours, and move-ins, as well as any other job duties required.
Compile with federal, state, and local standards for community operation.
Incorporates the generation’s mission, vision, and values into their daily work and interactions with others.
Analyzed sales data to identify trends and adjust sales strategies accordingly.
Assisted teammates with sales-processing tasks to meet daily sales goals.
Recommended, selected and located merchandise based on customer desires.
Executive Director
The Villas of Holly Brook
Washington
04.2024 - 09.2024
Responsible to lead and direct the overall operations of the Community in accordance with resident's needs, government regulations, and Villas of Holly Brook policies and procedures
Maintained excellent service quality, high occupancy, and meet the financial goals within the established budgetary guidelines
Grew census by more than 30%.
Negotiation and conflict management skills.
Coaching/mentoring/development
Complex resident relationships: persuasive, diplomatic, and manage conflict.
Provided oversight of all departments to ensure compliance with established policies and procedures.
Leveraged trends in customer industries and marketplaces to shape solutions and approaches.
Drove revenue by cultivating successful client relations.
Recruited, hired, and trained employees on operations and performance expectations.
Implemented quality metrics to track business needs and lead diverse projects.
Organized regular meetings with board members to discuss progress on initiatives and solicit feedback.
Signed and approved budgets for new funding and program initiatives.
Stayed up-to-date on best practices and cutting-edge ideas to improve organizational effectiveness.
Executed on-time, under-budget project management to adhere to project road
External Care Coordinator
Comfort Keepers
Peoria
06.2023 - 04.2024
Responsible for managing the client experience from referral to continuity of care
Finally, directly with the Internal Care Coordinator (ICC) to ensure that client shifts and hours are matched with caregiver qualifications to ensure a platinum experience of clients
Makes prospect calls (visits) to potential new referral sources
Schedules and conducts public speaking events
Represented Comfort Keepers at various community events and fairs
Organized the territory in geographical zones
Conducts at least 35 visits per week – mix of medical and non-medical / new and follow up calls
Exceeded sales quotas as established
Establishes a sales/networking plan to use as a working tool
Organizes and supports a wide variety of sales and marketing activities like event planning and ordering marketing materials including promotional items
Performs in-home consultations establishing services for potential clients
Implements contracts and agreements to ensure that sales goals were met
Made prospect calls (visits) to care providers (Doctors, RN, PT, OT, secretary, etc.) of existing and new clients, and follow up with the referral sources from current clients
Completing and reviewing the plan of care
Answer potential client inquiries whether made via phone or web and sells and qualifies them for in home consultations.
Manages new client assimilation process and ensures it is completed in specified time frame
Responsible in managing the ongoing details of coordination that leads to internal sales for existing clients including problem resolution, up selling, quality assurance, anticipating needs, advising families, directing field staff, detailing Guide To Care, following up after new field staff is assigned, and the like
External ICC is responsible for field training, spot checks, initial meet and greets
Develops and maintains prospects, clients, care providers and referral sources database for relationship management
Accountability reports
Submits accurate weekly metrics/ to the Director of Operations
Completes dashboard entries as required
Attends weekly management meetings and participates in the development of systems and procedures to improve care coordination, client satisfaction, and employee performance
Supported office operations as needed
Planned and implemented programs for health care or medical facilities supporting personnel administration and training.
Server
Noah Grant’s Grill House & Oyster Bar
Zionsville
08.2021 - 06.2023
Highly organized and personable Server providing exceptional customer service in an establishment that is a casual dining experience that has a fine-dining feel
Dedicated to ensuring customer satisfaction by remaining accessible and friendly
Exceptional interpersonal and team building skills with an aptitude for building rapport with a diverse range of customers, managers, and colleagues; talent for quickly resolving issues and foreseeing possible guest concerns
Thorough knowledge of menu offerings, including gourmet food, spirits, and wine pairings
Skilled at anticipating, identifying and fulfilling guest needs and clarifying special orders
Success multitasking while remaining professional and courteous in fast-paced environments
Director of Marketing and Admissions
Cardon and Associates Inc.
Westfield
01.2021 - 08.2021
Responsible for maintaining budgeted census levels in the community through coordination of external and internal marketing efforts and for ensuring that residents and families experience a high level of customer service through the effective admissions process
Responsible for meeting the community’s census goals and exceeding those expectations, including medicare and private pay census goals in accordance with the community's budget
Resulting in the warm-up, presentation, tour and closing
Communicated closely with the Clinical Liaisons regarding assessment and the approval process
Maintained a close working relationship with DON, Administrator, and Business Office Manager to ensure appropriate and efficient decisions on prospective admissions
Maintain effective bed management of a 111 bed (total) community
Generated referral activity meeting community census by cultivating new and retaining existing relationships with legal, financial, professions, senior organizations, assisted living and senior housing community’s appropriate special interest groups, churches and other community contacts
Develop and implement special events and presentations targeting community education, established and maintained status for the community as the expert on skilled nursing, rehabilitation care, assisted living and memory care in the community
Exhibited excellent customer service skills at all times
Delegate work that can be done by others
Delivered marketing strategy updates to upper-level management.
Updated web pages and social media profiles with engaging and current content.
Created marketing policies and procedures, evaluating and revising to maximize team efforts.
Conducted market research to identify trends, customer needs, and competitive landscape to inform strategic decisions.
Developed and implemented marketing strategies to increase brand awareness and sales.
Established KPIs and reporting systems to measure marketing effectiveness and ROI.
Collaborated with other departments to coordinate strategic marketing activities.
Monitored performance metrics such as click-through rates and conversions to measure success of campaigns.
Director of Sales and Marketing
Five Star Residences of Clearwater
Indianapolis
05.2019 - 03.2020
Responsible for achieving and exceeding the community’s monthly and quarterly revenue/sales targets; developing the community’s internal and external marketing; and building the community’s strategic relationships with various referral sources to produce highly qualified inquiries
Spend over 50% of time outside of the community generating inquiries to meet and exceed monthly and quarterly revenue targets
Generate inquiries and move-ins from targeted referral sources by developing and maintaining relationships outside of the community, including but not limited to health care providers, hospitals, rehabilitation facilities, retirement and estate planners, real estate service providers, senior organizations, appropriate special interest groups, local civic groups/leaders and other community contacts
Quickly engage new inquiries on the phone and in person with the objective of helping guide them towards a sale
Follow-up with in-home visits to potential residents or at locations of influencer(s)
Accurately maintain the community’s Customer Relationship Management database by collecting and entering information about new inquiries and creating prompt, creative, and personal next steps after each interaction
Manage and monitor community marketing budget
Operate within established budgetary guidelines
Ensure smooth hand-off of committed customers to ED, DON and Community Business Office Manager for care assessment and lease due diligence
Create, market and implement engaging events for inquiries and local influencers, both inside and outside of the Community
Client Services Advisor/Client Services Director
Amada Senior Care
Indianapolis
08.2018 - 05.2019
CLIENT SERVICES ADVISOR- Call on new and established referral sources daily, weekly and monthly (outpatient services, facilities, hospitals, LTC agents, financial planners, etc.) Promote/sell company services to existing and potential clients and referral sources
Effectively designs and executes call cycles within a specified geographical area
Keeps all patient information confidential
Coordinates care plans with administrative and management of caregiving staff (73 people)
Establishes professional customer/referral relationships with appropriate personnel
Conducts all business transactions in a manner that upholds a higher ethical standard
Demonstrates support for the agency’s Mission Statement to promote quality, efficient, comprehensive, compassionate, and effective client service
Proven skills in working independently, self-motivated and goal oriented
Communicate effectively, both orally and in written form
Establish and maintain working relationships with multiple and varied people and organizations
Demonstrate self-confidence
CLIENT SERVICES DIRECTOR - Assist in the recruitment, selection, hiring, orientation, and continuing education of paraprofessional staff for the agency
Schedule Home Care services by matching clients and caregivers with input from the Program Director
Assists the Program Director with clinical management oversight, including, reviewing time cards and coordinating payment of staff according to agency policy
Maintaining current and complete client records
Maintaining personnel files in compliance with agency policy and state regulations
Assist with the referral/intake process for clients needing Home Care services
Verify third party payer coverage, as needed
Assist in obtaining client satisfaction surveys
Maintain open, 2-way communication with clients, staff and vendors re: scheduling and service, needs via telephone, paperwork and email
Data entry, accounting, generation of monthly tax reports, invoicing, bill payment and processing of deposits
Provide on-call services after hours and weekends as needed (including all un-staffed shifts)
Care Coordinator
Eskenazi Health
Indianapolis
02.2013 - 04.2017
Planned, directed, and coordinated a variety of medical and health services in a high-volume patient care facility
Remained informed of strict organizational, legal, and regulatory requirements to maintain continuous operational compliance
Prioritized collaborative communication to build impactful professional relationships and promote strong team dynamics
Selected Contribution: Delivered detailed presentations to multidisciplinary teams regarding a variety of medical topics and safety initiatives, advancing team awareness and understanding to promote seamless daily workflow
Education
Bachelor of Science -
MARIAN UNIVERSITY
Indianapolis, IN
01.2015
Ivy Tech Community College
Indianapolis, IN
01.2011
Skills
Complex Problem-solving
Price quote preparation
Product promotions
Product guidance
Upselling
Qualifications Summary
Highly motivated professional leveraging over 15 years of focused experience delivering efficient operational support and top-tier customer service. Currently relocating to San Diego, California for family obligations.
Accomplished communicator dedicated to cultivating professional relationships at all levels of business. Proven record of success identifying and addressing individual needs.
Technically sophisticated with a comprehensive understanding of Microsoft Office Suite, including Word, Excel, PowerPoint, multiple CRMs, MapMyCustomers, and Outlook. Strong capacity to quickly grasp unfamiliar policies and procedures.
Proficient in a diverse range of administrative and office management functions. Effectively coordinate and perform inventory management, data entry, customer service, file management, and more.
Supervisor de seguridad y Monitorista. at Condominio Maestro Paradise Village El Tigre, Golf & Country Club.Supervisor de seguridad y Monitorista. at Condominio Maestro Paradise Village El Tigre, Golf & Country Club.