Sales Office Assistant

Sales Office Assistant

Canterbury Court is a retirement community located in the heart of Buckhead, where we put our hearts into creating a true community. As a faith-based, not-for-profit organization, we reinvest revenue into our community for the benefit of residents and staff. We are Atlanta's first Life Plan Community (LPC) what some call a Continuing Care Retirement Community (CCRC).

Canterbury Court is looking for a Sales Office Assistant to join our family. The Sales Office Assistant position is in the Sales & Marketing division of our Life Plan Community (LPC). We invite you to experience Canterbury Court.

Responsibilities

• Exemplifies the Canterbury Court Customer Services Standards.
• Works interdependently with other teams in a professional and collaborative manner.
• Answer the marketing phone, route calls to the appropriate person within the department, answer caller questions, etc.
• Check phone messages and emails regularly and ensure all calls/emails to prospects are returned within 24 hours.
• Alert the front desk of appointments coming in each morning for the marketing department.
• Generate reports from CRM as needed and ensure new leads are entered into CRM appropriately before being assigned to sales counselors.
• Input data appropriately into the billing system to ensure timely reporting and billing.
• Maintain a clean, organized, and stocked sales office.
• Purchase any office supplies needed through the proper channels.
• Maintain CRM and EMR systems and check for any reporting errors daily
• Be the point of contact for all EMR-related questions and data inputs
• Other duties as assigned.

Education and Experience

• College degree or comparable work-related experience in an office setting with customer interaction.
• Ability to read and write correctly.
• Five (5) years of experience in an office setting or senior living preferred.

Other Requirements

• Requires the ability to hear, read, and write in English.
• Must be proficient in the use of Microsoft Office programs, including Excel, Word, PowerPoint, SharePoint, and Outlook.
• Must be proficient in customer relationship management systems. PointClickCare (PCC) experience is preferred.
• Must be able to learn new software packages, understand reporting functions, and maintain clean data
• Must possess strong communication skills, the ability to compose written correspondence, communicate clearly and professionally verbally, and edit documents.
• Must possess strong organizational skills and the ability to handle multiple jobs responsibly and effectively.
• Must be able to remain calm under stress.
• Ability to understand and follow written and oral instructions and directions.
• Ability to hear and respond to loudspeaker pages.
• May not be a resident of Canterbury Court.
• Ability to operate a variety of automated office machines, including a personal computer and printer, fax machine, and copier.