Sales Office Assistant in Atlanta, Georgia at Canterbury Court, Inc.

Canterbury Court is a retirement community located in the heart of Buckhead, where we put our hearts into creating a true community. As a faith-based, not-for-profit organization, we reinvest revenue into our community for the benefit of residents and staff. We are Atlanta’s first Life Plan Community (LPC) – what some call a Continuing Care Retirement Community (CCRC).

Benefits

Canterbury Court offers a competitive total compensation package that includes:-

• Health, dental, and vision.
• Group insurance plans.
• Retirement savings plan with company match.
• Eligibility for an annual Resident gift.
• Resident-funded scholarships.
• Off-street parking.

The Sales Office Assistant is the first impression all people have of the sales office. The position is responsible for answering phones, managing databases, completing weekly and monthly reports, and other administrative duties as assigned.

Canterbury Court is a retirement community located in the heart of Buckhead, where we put our hearts into creating a true community. As a faith-based, not-for-profit organization, we reinvest revenue into our community to benefit the residents and staff. We are Atlanta’s first Life Plan Community (LPC) – what some call a Continuing Care Retirement Community (CCRC).

Canterbury Court is looking for a Sales Office Assistant to join our family. The Sales Office Assistant position is in the Sales & Marketing division of our Life Plan Community (LPC). We invite you to experience Canterbury Court.

Responsibilities

• Exemplifies the Canterbury Court Customer Services Standards.
• Works interdependently with other teams in a professional and collaborative manner.
• Answer the marketing phone, route calls to the appropriate person within the department, answer caller questions, etc.
• Check phone messages and emails regularly and ensure all calls/emails to prospects are returned within 24 hours.
• Alert the front desk of appointments coming in each morning for the marketing department.
• Generate reports from CRM as needed and ensure new leads are entered into CRM appropriately before being assigned to sales counselors.
• Input data appropriately into the billing system to ensure timely reporting and billing.
• Maintain a clean, organized, and stocked sales office.
• Purchase any office supplies needed through the proper channels.
• Maintain CRM and EMR systems and check for any reporting errors daily
• Be the point of contact for all EMR-related questions and data inputs
• Other duties as assigned.

Education and Experience

• College degree or comparable work-related experience in an office setting with customer interaction.
• Ability to read and write correctly.
• Five (5) years of experience in an office setting or senior living preferred.

Other Requirements

• Requires the ability to hear, read, and write in English.
• Must be proficient in the use of Microsoft Office programs, including Excel, Word, PowerPoint, SharePoint, and Outlook.
• Must be proficient in customer relationship management systems. PointClickCare (PCC) experience is preferred.
• Must be able to learn new software packages, understand reporting functions, and maintain clean data
• Must possess strong communication skills, the ability to compose written correspondence, communicate clearly and professionally verbally, and edit documents.
• Must possess strong organizational skills and the ability to handle multiple jobs responsibly and effectively.
• Must be able to remain calm under stress.
• Ability to understand and follow written and oral instructions and directions.
• Ability to hear and respond to loudspeaker pages.
• May not be a resident of Canterbury Court.
• Ability to operate a variety of automated office machines, including a personal computer and printer, fax machine, and copier.