Sales and marketing leader with proven success driving revenue growth and brand recognition. Skilled in strategic planning, market analysis, and digital marketing. Strong team collaborator with focus on achieving results and adapting to changing business needs. Known for effective communication, innovative problem-solving, and building strong client relationships.
Overview
7
7
years of professional experience
Work History
Director of Sales and Marketing
Harmony Senior Services Independent Living, Assisted Living and Memory Care
Summerville, SC
11.2023 - Current
Oversee the internal and external marketing efforts of the community to meet or exceed the budgeted census.
Adhere to Harmony Senior Services Way to ensure building readiness.
Develop model room according to protocols.
Train all staff on achieving the best first impressions with residents, family and prospects, to include staff training on telephone etiquette.
Develop quarterly marketing plan in concert with marketing team, in compliance with corporate standards.
Complete all marketing reports in a timely manner.
Lead internal marketing meetings.
Manage all inquiries personally when in the building.
Provide staff training for Inquiry Handling by phone and in person according to corporate guidelines.
Ensure bench strength and leadership availability for inquiries and tours in the absence of the Sales and Marketing Director.
Provide customer service training as part of the orientation of all new hires and at least annually to all staff.
Promote all appropriate sales enhancements.
Respond to all information gathered from the Mystery Shopping Program to improve inquiry handling.
Lead Tracking and Follow-Up.
Promote the community as a meeting space for local groups.
Build community relationships through participation in networking groups at least 1x weekly.
Serve as educational spokesperson on aging and health issues.
Develop Resident Referrals through promotion of incentives and housewarming parties.
Review and collect all appropriate admissions paperwork with resident and family and ensure completeness; distribute to appropriate department heads.
Manage the move-in process to ensure that all department heads are involved and introduced to new residents within 48 hours of arrival.
Ensure that each apartment is ready for move-in utilizing the room readiness checklist.
Establish relationships with local skilled nursing facilities to ensure smooth discharge planning when necessary.
Respond to all resident and family concerns in a timely manner.
Participate in the resident and family survey process and respond to any concerns mentioned.
Develop family events according to corporate guidelines and in collaboration with other members of the marketing team.
Develop an active Respite Program.
Visit residents when in the hospital.
Help serve as community spokesperson for local media; ensuring that the Media Relations Policy is used.
Lead tracking system to document all contacts with prospects.
Respond to inquiries within an appropriate time frame: 1 business day or before close of business each day.
Identify needs, barriers, and next steps for each inquiry.
Generate required reports related to marketing activity by using lead tracking system.
Conduct external marketing calls according to corporate schedule, and dependent on census.
Enter calls in lead tracking system.
Sales Specialist / Marketing Director
Oakmont Senior Communities
San Jose, CA
09.2023 - 06.2024
Provide sales support to the community when needed.
Provide ongoing training to the sales staff as needed.
Oversee sales process at the property level
Phone Calls, Mail Out, and Sales Productivity Goals and Expectations
Networking Strategy, Effectiveness, and Productivity
All Sales and Special Events Including Luncheons, VIP and Grand Openings, Open Houses, Resident Referral Parties, etc.
In tandem with Marketing Directors, create and oversee marketing budget and plan for each community
Maintain Hold/Sold status reports by holding communities accountable to send accurately and timely
Establish inside and outside sales call expectations and monitor the level of efficiency at each community
Help plan and partake in annual sales meetings
Establish and train all new development sales teams, and provide additional support to these teams as needed
Communicate regularly with Executive Directors to discuss the performance of the Sales and Marketing teams at each respective community
Director of Sales
Senior Resource Group
Daly City, CA
07.2022 - 09.2023
Face-to-face selling of community's senior living options, independent living and assisted living through strong relationship-building skills as well as excellent telephone skills.
Led management with selling/closing techniques.
Led by example and demonstrating excellence in all aspects of the sales and marketing process.
Coached and mentored sales staff while overseeing functions related to achieving occupancy goals.
Conveyed community's value and offer personalized solution-based options to prospective residents.
Promoted the community through on-site meetings, tours and events, telephone follow-up, community outreach to referral groups and influencers and related sales functions with the primary goal of generating qualified move-ins that meet or exceed census goals.
Director of Sales & Marketing
Elegance Living / Elegance Assisted Living and Memory Care
Novato, CA
06.2021 - 11.2022
Maintain and/or improve upon the occupancy level of the community in accordance with the marketing and business plans.
Market community services and programs to prospective residents, their family members, and/or advisors in the decision-making process.
Keep management and other key associates abreast of the status of all prospective move-ins.
Represent the community and increase awareness through participation in outside events, professional groups, and community involvement in the local market.
Develop and execute marketing plans and achieve community occupancy goals.
Maintain working knowledge of lead management systems and use them to maximize sales effectiveness.
Foster teamwork with co-workers, show initiative in overcoming obstacles, take actions which assist others beyond job responsibilities, and have a positive impact on co-workers, and visitors.
Seek out and perform other duties as assigned or needed. Must effectively perform independently and under only general supervision.
Director of Sales & Marketing
Life Care Center of America / Century Park Associates
The Bridge at Charleston
11.2018 - 06.2021
Plans, develops, executes, drives, and evaluates community's strategic marketing plan.
Maintains compliance with budget and labor and expense control utilizing spend down sheet for department expenditures.
Ensures leads database is accurate and current.
Ensures waitlist is accurate and current.
Ensures list of primary and secondary referral sources in local market is accurate and current.
Ensures marketing and sales reports are accurate and timely.
Completes competitive analysis annually and as needed of competitors in local market.
Conducts demographic analysis to determine highest concentrations of prospective residents in local market.
Responsible to perform contract / Agreement negotiation.
Increases overall resident census and achieves specific occupancy targets.
Spends time outside of community identifying and cultivating relationships with referral sources.
Sales experience calling on hospital case managers, physicians.
Closes the sale effectively with prospective residents and families.
Participates in local marketing events, health fairs, civic organization events, etc.
Plans and hosts marketing and waitlist events.
Communicates upcoming marketing events to staff.
Develops, arranges, and provides customer centered experience tour for inquiries.
Develops and oversees inquiry follow-up process to turn leads into residents.
Recruits, selects, hires, trains, evaluates, supervises, and counsels sales team.
Plan, develop, organize, implement, and evaluate business development programs.
Drive external sales efforts and execute strategic marketing plan to reach and/or exceed occupancy goals.
Responsible and accountable for sales performance.
Manage and operate within budget.
Conduct community tours to potential residents, families and visitors and educate on the key features and benefits of the community.
Assist with evacuation of residents and support residents during times of crisis.
Education
Business Management and Administration - undefined
University of Maryland University- Europe
Ramstein, Germany
High school or equivalent - undefined
James B. Conant High School
Hoffman Estates, IL
Skills
Business Development
CRM Software - Yardi, Welcome Home, Point Click Care
Senior Living Advisor / Coach
Communication Professional
Relationship Management
Public Speaking
Event Marketing
Timeline
Director of Sales and Marketing
Harmony Senior Services Independent Living, Assisted Living and Memory Care
11.2023 - Current
Sales Specialist / Marketing Director
Oakmont Senior Communities
09.2023 - 06.2024
Director of Sales
Senior Resource Group
07.2022 - 09.2023
Director of Sales & Marketing
Elegance Living / Elegance Assisted Living and Memory Care
06.2021 - 11.2022
Director of Sales & Marketing
Life Care Center of America / Century Park Associates
11.2018 - 06.2021
Business Management and Administration - undefined
Social Media Director | Sales and Marketing Assistant Director at Medi Kitchen + CocktailSocial Media Director | Sales and Marketing Assistant Director at Medi Kitchen + Cocktail