Sales & Marketing Engagement Specialist

St. Ann's Community•Rochester, NY

3d•$58,000 - $66,000

About The Position

The Sales & Marketing Engagement Specialist supports occupancy goals and maintains qualified prospect lists for 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, supports prospect communications and follow-up, maintains accurate CRM records, and helps qualified prospects progress toward move-in. The role also organizes outreach events, coordinates with referral partners and internal teams, supports incoming resident arrangements, and maintains community displays and materials. The position requires floating between the Irondequoit and Webster campuses, with occasional evening or weekend availability as needed.

Requirements

Ability to float between the Irondequoit and Webster campuses.
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 solving problems.
Ability and desire 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, joy-filled moments through photo and video.
Proficiency with Microsoft Office Suite, Teams, and SharePoint.
Working knowledge of Canva, PointClickCare (PCC), CRM, and AI tools such as Claude or ChatGPT.
Ability to use technology to organize work, support communication, and maintain accurate information in accordance with organizational privacy and data policies.
Positive, helpful, organized, and team-oriented approach; ownership of next steps, follow-through on commitments, proactive problem-solving, persistence balanced with empathy, strong listening and communication skills, attention to detail, and pride in helping residents find a community where they can thrive.

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.

Responsibilities

Create personalized tour experiences that reflect the St. Ann’s Communities “Full of Life” approach through resident connections, activities, and authentic experiences.
Assist with tours, enter complete prospect data into the CRM, and provide warm handoffs to sales representatives.
Support prospect communications, marketing initiatives, inquiries, calls, and scheduled appointments.
Cultivate prospect relationships over sales cycles that may last from one month to two years.
Maintain accurate CRM records of prospect and resident needs, hobbies, preferences, interactions, timing, 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 inquiry, tour, conversion, move-in checklist, and occupancy goals.
Provide 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 reporting is accurate and current.
Organize and attend open houses, prospective resident events, and other recruitment activities, including invitations, registration, materials, advertising, logistics, and follow-up.
Engage with care providers, referral partners, and other professionals to facilitate informed decisions and smooth transitions.
Coordinate with internal departments on apartment or cottage readiness, move-in logistics, welcome arrangements, and timely information handoffs.
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.