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