Sales Assistant

Harmony Senior Services•Charleston, SC

3d•Onsite

About The Position

The Sales Assistant supports the sales and marketing functions for Harmony Senior Services. The Sales Assistant’s primary role is to help manage day-to-day sales activities through third-party referral partners. This role monitors performance, assists with invoice reconciliation, and reviews contract details in coordination with Corporate Procurement. The Sales Assistant provides administrative, operational, and relationship-building support to help strengthen referral partnerships, drive occupancy, and improve lead management.

Requirements

Manage day-to-day sales activities through third-party referral partners.
Monitor performance.
Assist with invoice reconciliation.
Review contract details in coordination with Corporate Procurement.
Provide administrative, operational, and relationship-building support.
Strengthen referral partnerships.
Drive occupancy.
Improve lead management.
Track referrals.
Maintain vendor records.
Coordinate communication.
Assist with follow-up activity.
Audit third-party referral partner performance.
Analyze daily sales functions.
Update CRM.
Support occupancy goals.
Ensure consistent communication.
Support external business development activities.
Reconcile and process referral vendor invoices.
Prepare sales reports.
Prepare referral tracking summaries.
Prepare invoice reconciliation records.
Maintain organized sales files.
Maintain partner records.
Maintain marketing collateral.
Maintain administrative materials.
Assist with secret shopping initiatives.
Maintain Harmony profile listings.
Respond to reviews and ratings.
Provide customer service.

Responsibilities

Support relationship management with third-party referral vendors by tracking referrals, maintaining vendor records, coordinating communication, and assisting with follow-up activity.
Audit third-party referral partner performance, including lead volume, conversion activity, move-in outcomes, and overall return on investment.
Assist the Vice President of Sales with analysis of daily sales functions, including inquiry follow-up, prospect communication, sales documentation, and CRM updates.
Collaborate with sales, marketing, operations, and community leadership to support occupancy goals and ensure consistent communication.
Provide support for external business development activities, including outreach events, professional networking opportunities, and referral partner visits as directed by the Vice President of Sales.
Review, reconcile, and process referral vendor invoices to ensure accuracy, appropriate documentation, and alignment with contract terms.
Help prepare sales reports, referral tracking summaries, invoice reconciliation records, and other performance-related documents as needed.
Maintain organized sales files, partner records, marketing collateral, and administrative materials to support efficient sales operations.
Assist with secret shopping initiatives, including scheduling, documentation, reporting, and follow-up on findings to support sales training and service improvement.
Maintain Harmony profile listings with national third-party referral sources.
Respond to reviews and ratings with major third-party referral sources with a goal to continually improve reputation.
Provide customer service to prospects, residents, families, referral sources, vendors, and team members.
Perform other sales, marketing, administrative, and community support duties as assigned.
Other duties as assigned.