The Role
Supports sales operations and referral partner management by tracking leads, auditing performance, maintaining vendor records, coordinating communications, reconciling invoices, reviewing contracts, preparing reports, updating CRM records, managing listings and reviews, and assisting with outreach events and customer service.
Summary Generated by Built In
34 Broad Street, Charleston, South Carolina 29401Job DescriptionThe 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.
Essential Functions:
Sales Support & Referral Partner Management
- 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.
Administrative, Reporting & Invoice Support
- 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.
Reputation, Listings & Customer Service
- 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:
- Other duties as assigned.
401k + Fulltime & Part-time Benefits Packages
Training, Development & Career Laddering
Great work-life balance
Flexible Scheduling
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The Company
What We Do
Harmony Senior Services is a management company that operates senior living communities, providing a continuum of care including independent living, assisted living, and memory care services.
