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Director of Sales and Marketing, San Francisco

San Francisco, CA · Sales

Director of Sales and Marketing, San Francisco

Our Client is proud to be one of San Francisco’s premier Life Plan Communities. It is a non-profit organization owned and operated by the San Francisco Ladies’ Protection and Relief Society, one of California’s first philanthropic organizations, established in 1853.

Reporting to the Chief Executive Director (CEO), the Director of Sales and Marketing possesses a clear understanding of the distinct advantages of our client and maintains optimally high occupancy, with specific responsibility for Independent Living apartments.

Essential Job Duties

  • Develops and nurtures relationships with prospects in Customer Relationship Management (CRM) database via phone calls, e-mails, newsletters, texts and other correspondence. Moves qualified prospects through the sales pipeline; schedules appointments; conducts tailored tours of Heritage on the Marina.

  • Maintains a clear understanding of the Residence and Care Agreement; anticipates and addresses prospective residents' questions, concerns, and issues.

  • Responds to new prospect inquiries; effectively manages and builds waitlist.

  • Strategizes and uses creative communication to recruit qualified residents and close sales.

  • Represents  in outside sales presentations as required/requested.

  • Manages sales staff effectively with ongoing and consistent coaching, mentoring, evaluation and direction.

  • Facilitates daily stand-up and weekly staff meeting to discuss goals, metrics, productivity, creative sales strategy, pipeline, current issues and projects.

  • Meet and achieves stated and established performance metrics and necessary goals.

  • Organizes regular events, including open houses, presentations, educational seminars, receptions, and tours.

  • Ensures receipt of completed applications and all required information; reviews and provides preliminary financial approval; prepares contracts and required supporting documents.

  • Coordinates interviews with appropriate staff members and the Medical Director.

  • Maintains CRM database with timely, comprehensive updates to data and records.

  • Coordinates processes for apartment refurbishments and new resident move-ins.

  • Participate in budget planning; monitor adherence to departmental budget.

  • Reviews and approve sales and marketing staff's time and attendance.

  • Provides all required reports to CEO and Controller.

  • Attends educational and planning meetings as needed.

  • Maintains a professional appearance and demeanor; promotes/maintains friendly, collaborative working relationships and communication with peers and performs other duties as assigned.

    Education and other Qualifications

  • High school diploma required; Bachelor’s Degree preferred.

  • Previous experience in retirement community sales and sales management preferred.

  • Minimum five (5) years’ experience in sales and marketing; three (3) years in direct customer service required.

  • Must complete and pass a physical examination with tuberculosis (TB) screen prior to employment.

  • Employment contingent upon fingerprint clearance from Department of Justice. 

    Knowledge, Skills and Abilities

  • Must be an organized, flexible self-motivated detailed-oriented team player with superior customer service skills, and integrity; able to work well under pressure and demonstrate good time management.

  • Able to function independently and to work effectively with residents, staff and support agencies.

  • Excellent verbal, written and interpersonal communication skills.

  • Must possess excellent analytical skills, problem-solving ability and ability to maintain confidentiality.

  • Computer literacy and experience required (Microsoft Office Suite; CRM software).

    Director of Sales and Marketing, San Francisco

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