Sales and Marketing Coordinator with Project Coordinator - St. George Village

Provides administrative support to the Sales and Marketing Director and the Sales Manager.

Adhere to St. George Village core expectations:

Person Centered Community: We honor and have deep respect for the fact our workplace is in each resident’s home, in the residents’ neighborhood and within their community. When we work in the respective resident neighborhoods, we are part of the Person-Centered Care team and each of us is a care partner for that neighborhood. Relationships matter! As part of the Person-Centered Care team and a care partner for each neighborhood, each team member has a responsibility to develop a warm and friendly relationship with each resident and to have a basic understanding of who that resident is as a person (not as and illness). Over time, these care partner relationships lead to knowledge of each resident’s “Life Story” which further helps the Person-Centered Care team to develop deeper relationships and personalized/individualized approaches to care partnering for each resident. Through these Person-Centered Care efforts, care partners (residents and the Person-Centered Care team create an environment of Well-being and home where each resident experiences identity, growth, autonomy, security, connectedness, meaning and joy.

Customer Service: Responsible for effectively meeting customer needs by caring out established customer service / guest relations protocols of SGV. Meeting the goal of having a very high degree of responsive and friendly customer service for all customers and taking responsibility for customer satisfaction.

Safety: Follows departmental safety practices. Works safely and contributes to a safe work environment for co-workers. Reports unsafe conditions and corrects in a timely manner.

Contributing to Team Success: Proactive in fulfilling job responsibilities, demonstrates a positive attitude each day and can be counted on by others to be an active contributor to the TEAM. Views all co-workers as customers, maintains an understanding, appreciation, and respect for how each job contributes to the overall TEAM. Develop and use collaborative relationships to facilitate the accomplishment of work goals and dealing with conflict by tactfully handling sensitive situations. Demonstrates honesty and trustworthiness and adheres to the community policies of maintaining confidentiality of information.

Quality Focus: Demonstrates a commitment to meeting the high-quality care and service standards of the department and community, job responsibilities. Understands how fulfilling personal job responsibilities contributes to departmental operating performance and performance improvement initiatives. Participates in departmental or community performance improvement initiatives. Setting high standards of performance for self and others, assuming responsibility and accountability for successfully completing assignments or tasks.

 Position Summary

Under the general supervision of the Director of Sales and Marketing, the Sales & Marketing Coordinator supports the sales and marketing efforts of the department by fielding and documenting new leads, supporting cultivation efforts through event support, and managing the SGV Good Neighbor program—a waitlist/resident/membership program. This role also incorporates project coordination duties (please see below), ensuring smooth execution of marketing and sales projects, as well as onboarding new residents.

Project Coordination:

Coordinate all SGV marketing events, ensuring all logistics are managed efficiently. Develop and use collaborative relationships to facilitate the accomplishment of work goals. Proactively fulfill job responsibilities with a positive attitude and active contribution to the team. Maintain an understanding, appreciation, and respect for how each job contributes to the overall team. Demonstrate honesty, trustworthiness, and adherence to community policies of maintaining confidentiality of information. Participate in departmental or community performance improvement initiatives, setting high standards of performance for self and others.

Essential Traits

Can-do attitude. New and existing resident relationships.

Attention to detail. Communication skills.

Time management. Ability to multi-task.

Interdepartmental relationships. Computer skills

Key Responsibilities MARKETING & SALES SUPPORT 

Inputs qualified leads into Sherpa.  Fields inquiry phone calls and emails in support of the salesperson. Manages the advertising schedule including insertion orders, artwork deadlines and invoicing.  Sends out information packets.  Maintains marketing collateral inventory ordering new materials when needed. § Assists salesperson and director in hosting tours sometimes providing tours when other team members are not available.  

CULTIVATION SUPPORT:  Assists salesperson and director in cultivation efforts of prospects. § Maintains positive and cooperative relationships with other departments to ensure that everyone is supportive of the sales and marketing efforts of SGV.

 Manages an SGV Good Neighbor program and database which provides a database of residents willing to make their apartments available for prospect viewing, willing to have lunch with occasional prospects and will to help host SGV events. Also includes oversight of the SGV Mentor program.

  Provides support for events including sending out invitations; managing the RSVP list in Sherpa; coordinating with dining services and other departments who may be involved in the execution of an event; coordinating set up and breakdown; meeting and greeting guests and helping with creative follow up after the event. 

Supports salesperson and director in any creative follow up.  In cooperation with the Life Enrichment Director, post to Facebook and any other relevant social media platforms. ONBOARDING SUPPORT § Manages all aspects of the onboarding experience for new residents including apartment preparation, processing of necessary paperwork, orienting new residents and making sure they feel welcome. § Assists new residents with completing move in documents and following the “to do” list. § Schedules move in date and records in Sherpa. 

 Coordinates with facilities to ensure apartments are renovated and ready by move in date.  Sets up meal plan, secures emergency pendants and assigns parking spaces provides keys, access cards, mailbox keys, name badges, garage door openers, etc.  Conducts a walk-through of apartments to ensure the residence is “move-in ready.”  Ensures apartment is ready for move in day—all renovations completed to spec, clean, toilet paper in bathroom, resident handbook, flowers/gift/card, mentor informed of resident arrival. Follows up with resident(s) the day after move-in to answer any questions and address any concerns or needs.

COPYWRITING · Responsible for development of copy for SGV newsletters directed to prospects, residents, employees, and friends of SGV under the direction of the Director of Sales and Marketing.

INFORMATION OUTREACH SPECIALIST · Responsible for managing outgoing information such as newsletters, announcements and other information to key audience targets such as prospects, wait listers, friends of SGV, and, as required, residents and care partners.

 MOVE OUT SUPPORT · Coordinates move outs with former residents and/or their families. · Secures apartment release form. · Collects keys, access cards, emergency pendant, and garage door opener. · Assures apartment and storage cage is completely cleared of personal items and furnishings.  

ADMINISTRATIVE/OTHER SUPPORT § Assists in preparing occupancy report and apartment status report.  Processes waitlist applications and sends acceptance letter.  Maintains bridge loan list.  Manages resident files.  Updates the occupancy board.  Prepares invoices for approval.  Prepares reports as necessary.  Other duties as assigned.

Supervisory Requirements

This employee does not have supervisory requirements.

Qualifications:

Education and/or Experience Level 3: Associate degree, 4 yr. degree preferred; or two to five years related experience and/or training; or equivalent combination of education and experience.

Language Skills Level 4: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures or government regulations. Ability to write reports, business correspondence and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public. Requires computer skills including word and excel

Mathematical Skills Level 2: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rate, ratio and percent and to draw and interpret bar graphs.

Reasoning Ability Level 3: Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Certificates, Licenses, Registrations None required

essential functions

Additional Information

Reports to the Director of Sales and Marketing. The work week is generally 40 hours per week: however the position requires a willingness and flexibility in work hours when necessary to fulfill job responsibilities, including occasional evening or weekend work. Employee is subject to personnel policies and procedures prescribed for all personnel.

Note: Nothing in this job specification restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Critical features of this job are described under various headings above. They may be subject to change at any time due to reasonable accommodation or other reasons. The above statements are strictly intended to describe the general nature and level of the work being performed. They are not intended to be construed as a complete list of all responsibilities, duties, and skills required of employees in this position.