Sales Marketing Liaison

Job Description

Job Description

We are seeking a highly motivated, organized, and compassionate Sales Marketing Liaison to manage the CRM database as well as incoming inquiries and referrals for our assisted living communities.

The primary responsibility of this position is to ensure that every prospective resident and family receives prompt, professional, and persistent follow-up from the initial inquiry through tour scheduling and other sales related activities.  The ideal candidate is an excellent communicator who understands the importance of timely follow-up, and can build trust with prospective senior living admissions.  Success will be measured by responsiveness, follow-up activity, tours scheduled, and qualified prospects. The key responsibilities are:

Lead Management & Follow-Up

• Respond promptly to all new leads received by phone, website, email, referral sources, advertising, social media, and other channels.

• Contact new leads as quickly as possible, preferably within 1 hour during business hours.

• Make multiple follow-up attempts using phone, text, and email as appropriate.

• Maintain consistent follow-up with prospects who are not immediately ready to move.

• Identify the prospect's needs, timeline, budget, care requirements, and decision-making process.

• Keep detailed notes on every contact and update the CRM or lead-tracking system.

• Make sure no qualified lead is allowed to fall through the cracks.

• Maintain organization and a daily list of all open prospects and required follow-up actions.

• Schedule and coordinate tours of the community.

• Help prospective residents and families understand our services, lifestyle, care options, pricing, and availability.

Administrative Prospect Coordination

• Serve as a liaison between prospective admissions and assisted living community personnel.

• Collect required information and documentation from prospective residents and families.

• Update the CRM system so that it can provide the most current information on the status of all leads.

• Coordinate with nursing/clinical staff regarding assessments and appropriateness for admission.

• Assist families with the admissions process and explain required paperwork.

• Coordinate the transition from approved prospect to scheduled move-in.

• Ensure the family understands next steps, required documents, deposits, and move-in requirements.

The Ideal Candidate

The ideal candidate is someone who:

• Never lets a lead go unanswered.

• Understands the qualifications that make seniors eligible for an assisted living setting

• Enjoys talking to people and building relationships.

• Is comfortable making follow-up calls every day.

• Can update the CRM system by being highly organized and keeps excellent records.

• Can identify when a prospect is ready for a tour or move-in.

• Takes ownership of the entire lead pipeline.

• Treats every inquiry as an opportunity to help a family find the right solution.