Sales & Marketing Engagement Specialist

St Anns Community•Rochester, NY

About The Position

The Sales & Marketing Engagement Specialist supports occupancy goals across St. Ann’s Community’s Independent Living cottages and apartments, Assisted Living apartments, and Memory Care apartments. The role provides hands-on sales support, builds relationships with prospective residents and families, and coordinates welcoming transitions into the community. The specialist creates personalized tours and experiences, maintains accurate prospect and resident information in the CRM, supports follow-up and marketing communications, and helps qualified prospects progress toward move-in. The position floats between the Irondequoit and Webster campuses and coordinates with sales, housing, care providers, professional partners, and internal departments. It also organizes prospect events, supports incoming-resident preparations, and contributes to resident communications and engagement.

Requirements

Three years of experience in hospitality, real estate, social work, healthcare, or senior care sales, serving clients, guests, residents, or families.
Three years of experience using CRM systems to manage contacts, document interactions, track follow-up, and support relationship development.
Strong written communication skills.
Compassion for older adults and families during sensitive transitions, and ability to sustain relationships over a six-month to two-year sales cycle while managing immediate priorities.
Strong organizational and multitasking skills, accurate data collection and recordkeeping, and a practical approach to problem-solving.
Ability to collaborate with internal departments, care providers, and professional partners to resolve issues and coordinate smooth transitions.
Social media experience, including ability to capture authentic moments through photo and video.
Proficiency with Microsoft Office Suite, Teams, and SharePoint.
Ability to use technology to organize work, support communication, and maintain accurate information in accordance with organizational privacy and data policies.
Ability to float between the Irondequoit and Webster campuses.
Positive, helpful, organized, and team-oriented approach; ownership of next steps, follow-through, proactive problem-solving, persistence balanced with empathy and respect, strong listening and communication, attention to detail, and pride in helping residents find a suitable community.

Nice To Haves

WelcomeHome or equivalent CRM experience.
Senior living sales experience, including demonstrated success converting inquiries into tours and move-ins and achieving occupancy or sales goals.
Working knowledge of Canva, PointClickCare (PCC), CRM systems, and AI tools such as Claude or ChatGPT.

Responsibilities

Create personalized tour experiences that reflect St. Ann’s Communities’ “Full of Life” essence through resident connections, activities, and authentic experiences.
Assist with tours, enter complete prospect data into the CRM, and hand prospects off to sales representatives based on their interests and needs.
Support prospect next steps through electronic communications and other marketing initiatives; respond to inquiries and follow up through calls and scheduled appointments as requested.
Cultivate prospect relationships over sales cycles that may extend from one month to two years.
Collect and maintain accurate prospect and resident CRM data, including needs, hobbies, friend matching, preferences, timing, interactions, and next steps; keep follow-up tasks current and support nurturing campaigns.
Advance qualified prospects toward move-in and maintain active prospect lists for each living option.
Work with sales and housing teams toward agreed inquiry, tour, conversion, move-in checklist, and occupancy goals.
Provide accurate weekly reports to the CMO on inquiries, tours, follow-up activity, lead progression, waiting lists, and barriers to move-in; coordinate with sales representatives to ensure reported data is current and accurate.
Organize and attend open houses, prospective resident events, and other recruitment activities, coordinating invitations, registrations, materials, advertising, logistics, and post-event follow-up.
Engage with care providers, referral partners, and other professionals to support informed decisions and smooth transitions.
Support internal departments in preparing for incoming residents, including apartment or cottage readiness, move-in logistics, welcome arrangements, and timely handoffs of relevant information.
Interview new residents about their interests, preferences, and experiences and share appropriate information with teams supporting their welcome and engagement.
Update digital display screens and message boards with timely, accurate, brand-aligned information.
Use Canva to prepare or adapt approved materials for tours, events, and resident communications.
Protect confidential prospect and resident information and follow organizational policies for data handling, consent, and use of resident stories or images.
Participate in St. ANNbassadors activities as assigned and as capacity allows.