Sales Assistant

Sales Assistant

The Sales Assistant is the first point of contact for individuals exploring life at Oakwood Village and a key contributor to the success of our sales team. In this role, the Sales Assistant responds to phone and online inquiries, connects with prospective residents and their families, and helps guide them to the right services and campus. The Sales Assistant conducts initial discovery conversations, documents insights in our CRM system, and ensures a smooth handoff to sales counselors.

This position shapes the first impression of Oakwood and supports a seamless, welcoming experience. We're seeking a strong communicator who enjoys building relationships, is highly organized, and is comfortable working with databases. CRM experience is preferred. This is a meaningful opportunity to make an impact while supporting a collaborative, mission‑driven team!

We are Called to serve a thriving community of seniors that live with dignity, connection and purpose.

Fully embraces a culture of hospitality and teamwork by living the Oakwood Core Values:

• Compassion:
  We care deeply about the people we serve and the people we work with on a daily basis. We work together to help one another.
• Faith:
  We have a commitment to remain true to the vision and mission of Oakwood.
• Inclusion:
  We include everyone. We welcome opinions and strive to consider different perspectives to create fair, welcoming, and accessible experiences for all.
• Integrity:
  We work to be transparent and fair. We act with honor and respect for our residents, their families, and our co‑workers.
• Dedication:
  We care about the people we serve and work with on a daily basis. We are dedicated to providing superior service to one another and our community.

• Responsible for supporting sales team performance goals by providing administrative support to sales team members to ensure sales goals are met. This includes, but is not limited to, processing applications, deposits, refund requests, closing paperwork, assembling marketing brochures, and coordinating mailings.
• Responsible for supporting the Sales and Marketing Director in monitoring sales team member performance by generating requested reports from marketing software on a scheduled basis. Conducts data entry and database clean‑up as requested by the Sales and Marketing Director.
• Supports the direct sales function as follows:
  • Serves as the initial point of contact for independent living, assisted living and memory care inquiries to Oakwood Village. Conducts discovery on initial inquiries seeking information regarding Oakwood’s services; identifying services of interest, providing an overview of Oakwood’s campuses and services, obtaining key contact information, and assigning appropriate follow‑up to Sales Counselors as directed by the Sales and Marketing Director. Responsible for creating an exceptional first impression and collecting all applicable new inquiry information.
  • Understands and explains the continuum of current and future programs and services offered at Oakwood Village. Should be able to educate prospective residents, their families and referral sources on the value of Oakwood’s programs and services and communicate benefits. Should fully understand and be able to accurately communicate the details of all contract options and financial plans for residency.
  • Understands, explains, and executes the requirements of the Unit Selection and Deposit Agreement, Continuing Care and Services Agreement, Residency Agreement, and related Oakwood residency contracts and paperwork.
  • Greets clients pleasantly and professionally, either on the telephone or in person, presenting a positive image for the community.
  • Assists in obtaining all pertinent information for financial and medical qualifications; coordinates with Health & Wellness Director a wellness review and assembles financial data for approval.
  • Responsible for receipt and documentation of prospective residents’ deposits and payments throughout the sales process.
  • Records in marketing software all data necessary to track prospects from inquiry through closing and move‑in.…