Associate Director of Sales

Essential Duties

As a part of the Sunrise team, supporting our Mission, Principles of Service and Core Values is a fundamental part of this job. Our foundational belief is the sacred value of human life. The unique responsibilities for this role include but are not limited to the essential functions listed as follows:

• Assist the Sales and Marketing team in maintaining a thorough working proficiency in the customer relationship management (CRM) lead tracking system.


• Support the Sales and Marketing team by effectively maintaining all current prospect records in the CRM lead tracking system.


• Support the Executive Director (ED), DSM, and DOS in building a trusting and positive relationship with prospects by understanding the Sunrise product and how Sunrise can meet the customers’ needs.


• Assist the ED, DSM, and DOS by ensuring model suite(s)/apartment(s) are well maintained and presentable.


• Support the ED, DSM, and DOS in setting, tracking, and accomplishing sales goals in a timely manner.


• Demonstrate effective telephone skills producing qualified leads and appointments.


• Prepare the resident’s Administrative File according to Sunrise and state/province specific regulatory requirements where applicable.


• Manage the move-in process as outlined in the Resident Move-In Checklist.


• Meet with the resident and/or family on the day the Move-In Fee is placed and review the Move-In Packet ensuring all information is explained.


• Coordinate and facilitate the Resident Assessment with the Resident Care Director (RCD) and Assisted Living Coordinator (ALC)/Reminiscence Coordinator (RC).


• Ensure all Sunrise and required state/province forms are completed by the resident and/or family on or before move-in date.


• Schedule the Resident Agreement Signing on Move-In day, collect any remaining paperwork, and review the welcome packet with the resident and family member(s).


• Orientate the resident and family to the community, present the room to the resident and family, and explain the telephone and emergency procedures systems and other services (hair care/salon, transportation, activities, etc.).


• Arrange lunch or dinner for the resident and family members on Move-In day.


• Ensure the suite/apartment is ready for Move-In using the Suite Readiness Checklist.


• Communicate any necessary suite/apartment readiness needs with the Maintenance Coordinator.


• Maintain an open and ongoing dialogue with the resident and/or family from the time the Move-In Fee is placed through Move-In to ensure a smooth transition for the resident and to identify resident/family needs.


• Initiate communication with resident’s physician and/or family to ensure completion and delivery of the Physician’s Statement and any state-specific forms.


• Assist the resident and family members in making the emotional connection to the new community through awareness, integration, and socialization techniques and engaging activities.


• Maintain and protect the confidentiality of resident information at all times.


• Facilitate the Sunrise Founders Club ensuring all Founders Club benefits are received by the resident and/or family as applicable for new communities.


• Partner with community team to ensure community is in compliance with national/provincial regulations pertaining to occupational health and safety, promoting Risk Management programs and policies, and adhering to safety rules and regulations.


• Practice safety procedures at all times including Personal Protective Equipment (PPE), fire extinguishers, Safety Data Sheets (SDS), and Lockout Tagout.


• Participates as a member of a team and commits to working toward team goals.


• Demonstrate our Team Member Credo in daily interactions with others.


• Commit to serving our residents and guests through our Principles of Service.
• Contribute to the overall engagement programs and processes (customer and team member engagement).


• Attend regular meetings; Town Hall, Department Team, Cross Over, and others as directed by the Supervisor/Department Coordinator.


• Support sales team in executing successful sales and marketing events.


• Maintain compliance in assigned required training and all training required by state/province or other regulating authorities as applicable to this role to ensure that Sunrise standards are always met.


• Perform other duties as assigned.

Core Competencies

• Ability to handle multiple priorities


• Possess excellent phone, written and verbal skills for effective communication


• Ability to facilitate small group presentations


• Competent in organizational and time management skills


• Demonstrates good judgment, problem solving, and decision-making skills

Experience and Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed throughout this job description are representative of the knowledge, skills, and abilities required.

• One (1) year of experience in a sales support role and/or two (2) years of experience as a Sunrise Team Member


• Previous customer service or sales experience


• Demonstrates proficiency in computer skills, Microsoft Office (Windows, Outlook, Excel), and Sunrise applications with the ability to learn new applications