Marketing and Sales:
• Studies the market and creates a dynamic, successful Sales Plan.
• Uses discretion and independent judgment in identifying referral sources and determining how much time to devote to particular marketing strategies.
• Develops strategy for each prospect from initial inquiry through the final decision.
• Plans each customer interaction.
• Maintains a thorough working proficiency of Customer Relationship Management lead tracking database.
• Keeps all records current on a computerized lead tracking system.
• Builds customer focused relationships by advancing the lead through the sales process and gaining customer commitment.
• Ensures that all team members in the community understand that sales is everyone’s responsibility and are knowledgeable and trained in their role of Marketing and Sales.
• Conducts weekly strategy and advisory meetings with the Executive Director (ED).
• Submits timely weekly Flash Reports (sales results).
• Provides marketing and sales leadership to all team members.

Driving Revenue:
• Strives to meet or exceed targeted occupancy and sales.
• Leverages multiple revenue drivers (pricing, inventory, services, etc.) that drive the top line.
External Business Development:
• Generates leads and move-ins from targeted referral sources.
• Plans and executes monthly presentations to professional referral sources.
• Identifies referral sources through site specific research.
• Plans call objectives.
• Clearly articulates the benefits of referring to Sunrise Senior Living.
• Actively participates in and provides reporting resources for the monthly Referral Development Committee Meeting.
Marketing Strategy:
• Creates and updates Quarterly Sales Plan.
• Implements Sales Plan.
• Conducts bi-annual competitive market research ranking and analysis and accurately reports data on the competitor tracking form.
• Understands competitive opportunities and threats and presents strategic alternatives to combat these to the ED and Regional Director of Sales.
• Demonstrates a strong understanding of the senior care market and Sunrise’s niche in that market, especially the local competitive environment.
Resident Move-In Process:
• Reviews and facilitates the Move-In Packet with the resident and/or family.
• Facilitates and coordinates the Resident Assessment with Resident Care Director (RCD), Assisted Living Coordinator (ALC) and/or Reminiscence Coordinator (RC).
• Oversees and manages the move-in process as outlined in the Resident Move-In and the Suite Readiness checklists.
• Ensures all Sunrise and state mandated paperwork and forms are completed on or before the move-in date by the family and/or resident.
• Overall oversight of the resident’s administrative files to ensure they are fully prepared according to Sunrise and state specific regulatory requirements.
Financial Management:
• Assists in the presentation and value of Sunrise’s products and services for our residents, families, team members, and targeted referral sources.
• Assists the ED in completing the annual community budget.
• Understands and manages the department budget to include labor and other expenses and understands its impact on the community’s bottom line.
• Reviews monthly financial statements and implements plans of action around deficiencies.
• Processes and submits monthly expenses and budget data timely per Sunrise policies and internal business controls.
• Understands the internal cost associated with all Sunrise resident care programs.
Training, Leadership, and Team Member Development:
• Partners in the delivery and participation in Sunrise University Training and self-study programs during the required timeframe.
• Develops a working knowledge of state regulations and ensures compliance.
• Achieves the Team Member Engagement goals and actively leads in the Engagement Improvement Planning sessions.
• Attends regular meetings; Stand Up, Cross Over, Department Head, Town Hall, Quality Improvement, and others as directed by the Executive Director.
• Keeps abreast of professional developments in the field by reading and attending conferences and training sessions.
• Maintains compliance in assigned required training and all training required by state or other regulating authorities as applicable to this role to ensure that Sunrise standards are always met.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed throughout this job description are representative of the knowledge, skills, and abilities required.
• College Degree preferred.
• Successful marketing and sales experience.
• Goal achievement oriented.
• Ability to handle multiple priorities.
• Planning and negotiating skills.
• Possess written and verbal skills for effective communication and the ability to facilitate small group presentations.
• Competent in organizational and time management skills.
• Demonstrates good judgment, problem solving and decision-making skills.
• Demonstrates proficiency in computer skills, Microsoft Office (Windows, Outlook, Excel) and Sunrise applications with the ability to learn new applications.
• Willingness to work independently with little to no day-to-day supervision.
• As applicable, all Sunrise team members who drive a Sunrise vehicle must review and sign the Driver job description and understand the key essential duties for safety and regulatory compliance.
• Ability to work weekends, evenings, and flexible hours and be available for our customers at peak service delivery days and times.