Jobs · OTHR · California

Transitions Specialist

Milestone Retirement · Auburn, CA · 6 days ago
OTHRFull-time

About the role

We’re seeking a Transitions Specialist to guide prospective residents and their families through the move-in process while supporting the community’s occupancy and growth goals. In this role, you’ll combine consultative sales expertise with compassionate guidance, helping families make informed decisions and ensuring a seamless transition into community life. You’ll also develop community partnerships, host engaging events, and serve as a trusted resource for prospects, families, and referral sources.

Responsibilities

  • Guide prospective residents and families through discovery, apartment selection, and move-in processes
  • Maintain and grow occupancy in line with community goals and business plan
  • Build and maintain a prospect pipeline with detailed CRM records, tracking interactions, follow-ups, and conversions
  • Market community services and programs to prospects, families, and advisors, tailoring presentations to their needs
  • Plan, execute, and follow up on strategic events that highlight community lifestyle and generate leads
  • Represent the community at outside events, professional groups, and local organizations
  • Build and maintain relationships with referral sources, including legal and financial professionals, senior organizations, hospital discharge planners, and healthcare providers
  • Cook up with internal teams for smooth resident transitions, including care assessments, apartment preparations, and welcome programs
  • Conduct engaging community tours that showcase amenities, programs, and lifestyle benefits
  • Identify opportunities to increase revenue and optimize community inventory
  • Perform other duties as assigned to support community goals

Requirements

  • Bachelor’s Degree in Business, Marketing, or related field preferred, or equivalent experience
  • 2–5 years of sales experience, ideally in senior living, healthcare, or pharmaceutical sales, with a proven track record of closing leads
  • Knowledge of sales and marketing principles, strategies, and techniques
  • Understanding of state regulations affecting service delivery and familiarity with Medicare/Medicaid processes
  • Strong communication, interpersonal, and presentation skills
  • Ability to build trust, assess customer needs, and guide families through complex decisions
  • Proficient with smartphones, computers, and related software
  • Valid driver’s license and willingness to travel frequently
  • Self-motivated, organized, and able to manage multiple priorities independently
  • Compassionate, professional, and personable demeanor

Qualifications

None specified

Skills

  • Consultative sales expertise
  • Compassion and interpersonal skills
  • Communication and presentation skills
  • Trust-building abilities
  • Proficiency with technology
  • Organizational and multitasking skills

Benefits

Medical, Dental, Vision (full-time employees)

401(k) with employer match

Generous PTO

Pet insurance

Perks at Work

Employee Assistance Program

Voluntary benefits options

Pay

N/A

Schedule

N/A

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