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St. Peter's Health Partners · 3 days ago

Marketing Project Associate - 30 Community Way East Greenbush

East Greenbush, NY

Part-time

Onsite

Entry Level

$18.50/hr - $24.92/hr

2+ years exp

St. Peter's Health Partners is seeking a Marketing Project Associate to join their Sales & Marketing Team. This role involves providing support to the department by coordinating logistics for new residents and participating in sales and marketing efforts.

DentalFitnessHealth CareHealth DiagnosticsHospital

Responsibilities

Support strategic planning by providing data, depositor/resident/family feedback, and related insights regarding charter benefits and or move-in incentives

Sales Data Entry: Ensure timely and accurate updates of all pertinent prospect and sales information is consistently entered in the Customer Relationship Management (CRM) database including but not limited to recording all personal direct and indirect sales activity and admission/move-ins processes and outcomes with prospects, families, and depositors

Data Sourcing: All reports should be generated from data within the Customer Relationship Management (CRM) database

Monthly Move-ins and Internal Transitions: Provide the Executive Director a monthly update of actuals and projections regarding new move-ins, internal transitions, and related activities affecting occupancy and census results

Communicate to the Executive Director any challenges or opportunities related to internal transitions or new move-ins

When requested, acts as the first point of contact for phone-ins from new leads and from existing prospects and walk-in tours

Respond to digital/online requests for information immediately or within 4 hours or less/other requests for information before the end of business on the day of the request

Meet with sales team member(s) to ensure a smooth transition of the prospect relationship, including meeting the prospect and reviewing their situation and needs in detail

Communicate any special needs for the new resident or internal transfer to appropriate personnel, including work with the facilities maintenance department to ensure all changes are completed

Work collaboratively with maintenance and housekeeping to tour all vacated residences using an established punch list to define and schedule changes, repairs, and renovations as appropriate

Work in cooperation with operations, maintenance, and housekeeping to ensure available residences are cleaned and renovated within defined timeframes and on budget and are tour ready

Personally manage and/or facilitate all appropriate activities related to preparing and supporting the new or transitioning resident, team members, and related constituencies, including all appropriate activities on the day of new move-in

Schedule and facilitates unit turnovers including model turnovers working in collaboration with other team members and in accordance with scheduled sales/campaign opportunities

Obtain a network of related professional resources including but not limited to moving companies, storage facilities, stagers, and transportation options

Prepare resident welcome packages, provide residents with resident handbooks, and facilitate a schedule of new resident onboarding by the team

Keeps an inventory of all marketing materials to ensure adequate supply is always on hand

Communicate with the Senior Living Specialist regarding marketing material inventory placing orders as directed by the Senior Living Specialist

Assemble Marketing/Sales packets for sales staff, assuring all documents are updated regularly as changes are made

Organize and maintain marketing, sales, event and conference supplies, and application files providing support & assistance at marketing events

Maintain computer and hardcopy files of all collaterals

Enter required information regarding new deposits or changes in deposit status in the CRM

Execute timely and professional process management for move-ins and internal transitions

Maintain confidentiality of all pertinent information to assure client, associate, and management rights are protected

Open and maintain move-in and/or internal transition files for each new or transitioning resident Maintain an up-to-date hold/sold board incorporating new move-in details including both actual and projected move-in information

Understand and comply with all applicable policies, procedures, and standards

Staff liaison to Resident Welcome Committee

Participate in Outreach efforts

Perform Divisional and other related duties as assigned

Qualification

Customer Relationship Management (CRM)Microsoft OfficeMarketing PrinciplesData EntryCustomer ServiceVerbal CommunicationWritten CommunicationOrganizational SkillsCritical ThinkingTeam Collaboration

Required

2+ years of experience in Marketing, related field, or equivalent experience

Customer service/marketing experience required. Demonstrated ability to always deliver superior customer service

Above average knowledge of Microsoft Office (Excel, Word, PowerPoint) required

Ability to fully utilize and maintain a process for documentation and tracking of prospects within a customer relationship management computer system (CRM)

Ability to express complex information in a clear and concise format

Ability to present information to various levels of understanding

Good writing skills

Understanding of basic marketing principles

Must display a willingness to make collaborative decisions and exhibit sound and accurate judgment

Strong critical thinking, analytic and problem-solving skills

Must be very well organized

Must have ability to work independently as well as work effectively with affiliated teammates

Licensed driver with own vehicle for local travel in support of educational seminars and established sales goals

Must possess sight/hearing senses or use prosthetics that will enable these senses to function adequately so that the requirements of the position can be fully met

Must be able to handle information in a confidential manner at all times

Must be able to read, write, and speak fluent English

Pleasant, outgoing personality is essential

Good verbal and written communication skills is necessary

Must have excellent attention to detail

Must be organized and detail oriented with the ability to follow jobs to completion

Must have operational knowledge of photocopier, FAX, postage meter machines

Must be proficient in the accurate use of computer software including: word processing, spread sheet, and data base programs

Must have manual dexterity to use the telephone and office equipment. Position may require the use of repetitive action, forearm rotational movement, writing, simple grasping, fine manipulating, pushing, and pulling

Physical effort includes walking, standing, bending, reaching above shoulders, and lifting up to 30 pounds