Oakmont Capital Management, LLC

Sales

• Provide sales support to the community when needed.
• Provide ongoing training to the sales staff as needed.
• Oversee sales process at the property level including Oakmont Tour Experience and Tour Process Concierge Welcoming Standards, Tour Tree Phone Calls, Mail Out, and Sales Productivity Goals and Expectations
• Networking Strategy, Effectiveness, and Productivity
• All Sales and Special Events Including Luncheons, VIP and Grand Openings, Open Houses, Resident Referral Parties, etc.
• In tandem with Marketing Directors, create and oversee marketing budget and plan for each community
• Maintain Hold/Sold status reports by holding communities accountable to send accurately and timely
• Evaluate lead-to-tour and tour to deposit ratios; train and follow up properly
• Manage direct mail lists for each Community through high-speed marketing or selected company
• Establish inside and outside sales call expectations and monitor the level of efficiency at each community
• Help plan and partake in annual sales meetings
• Provide ongoing training on special programs
• Help create and maintain marketing process and procedures manual for Communities
• Conduct mystery shops by hiring a company to ensure quality control
• Establish and train all new development sales teams, and provide additional support to these teams as needed
• Communicate regularly with Executive Directors to discuss the performance of the Sales and Marketing teams at each respective community

Regional Sales Specialist – New Development

• Provide sales support to the community when needed.
• Provide ongoing training to the sales staff as needed.
• Oversee sales process at the property level including Oakmont Tour Experience and Tour Process Concierge Welcoming Standards, Tour Tree Phone Calls, Mail Out, and Sales Productivity Goals and Expectations.
• Networking Strategy, Effectiveness, and Productivity.
• All Sales and Special Events Including Luncheons, VIP and Grand Openings, Open Houses, Resident Referral Parties, etc.
• In tandem with Marketing Directors, create and oversee marketing budget and plan for each community.
• Maintain Hold/Sold status reports by holding communities accountable to send accurately and timely.
• Evaluate lead-to-tour and tour to deposit ratios; train and follow up properly.
• Manage direct mail lists for each Community through high-speed marketing or selected company.
• Establish inside and outside sales call expectations and monitor the level of efficiency at each community.
• Help plan and partake in annual sales meetings.
• Provide ongoing training on special programs.
• Help create and maintain marketing process and procedures manual for Communities.
• Conduct mystery shops by hiring a company to ensure quality control.
• Establish and train all new development sales teams, and provide additional support to these teams as needed.
• Communicate regularly with Executive Directors to discuss the performance of the Sales and Marketing teams at each respective community.

Human Resources

• Consults with home office and community management team members to provide guidance on day-to-day business and employee matters, providing an interpretation of company policy as needed
• Conducts effective, thorough, and timely investigations and/or guides community leadership in performing the same; provides guidance on and assists in the resolution of complex employee relations issues
• Provides day-to-day performance management guidance to community leaders, including coaching, counseling, career development, and disciplinary actions
• Works closely with management and employees to improve working relationships, build morale, and increase productivity and retention
• Analyzes emerging trends across the organization to guide the development of training programs or new policies to assist the workforce
• Oversees leave of absence process in close connection with HR Generalist
• Collaborates with department and cross-functionally to manage projects to implementation (e.g. Open Enrollment, annual wage review, employee surveys, etc.), and participates in company initiatives
• Serves as HRIS expert, working closely with system vendor(s) to troubleshoot issues, generate new reports as requested by management, and create new workflows and efficiencies as needed
• Identifies and recommends updates to relevant software, systems, and procedures; serves as Administrator of applicant tracking system (ATS), ensuring application processing and onboarding occur as required
• Maintains in-depth and current knowledge of federal and state legal requirements, ensuring compliance and reducing legal risk; partners with Payroll, Risk Management, and Legal Services as needed to achieve appropriate outcomes
• Maintains confidentiality of sensitive employee and company information
• Travels periodically to support community events, provide leadership in escalated employee matters, attend conferences or training, etc.
• Performs other duties as assigned.

Regional Human Resources Director

• Consults with home office and community management team members to provide guidance on day-to-day business and employee matters, providing an interpretation of company policy as needed
• Conducts effective, thorough, and timely investigations and/or guides community leadership in performing the same; provides guidance on and assists in the resolution of complex employee relations issues
• Provides day-to-day performance management guidance to community leaders, including coaching, counseling, career development, and disciplinary actions
• Works closely with management and employees to improve working relationships, build morale, and increase productivity and retention
• Analyzes emerging trends across the organization to guide the development of training programs or new policies to assist the workforce
• Oversees leave of absence process in close connection with HR Generalist
• Collaborates with department and cross-functionally to manage projects to implementation (e.g. Open Enrollment, annual wage review, employee surveys, etc.), and participates in company initiatives
• Serves as HRIS expert, working closely with system vendor(s) to troubleshoot issues, generate new reports as requested by management, and create new workflows and efficiencies as needed
• Identifies and recommends updates to relevant software, systems, and procedures; serves as Administrator of applicant tracking system (ATS), ensuring application processing and onboarding occur as required
• Maintains in-depth and current knowledge of federal and state legal requirements, ensuring compliance and reducing legal risk; partners with Payroll, Risk Management, and Legal Services as needed to achieve appropriate outcomes
• Maintains confidentiality of sensitive employee and company information
• Travels periodically to support community events, provide leadership in escalated employee matters, attend conferences or training, etc.
• Performs other duties as assigned

• Provide sales support to the community when needed.
• Provide ongoing training to the sales staff as needed.
• Oversee sales process at the property level including Oakmont Tour Experience and Tour Process Concierge Welcoming Standards, Tour Tree Phone Calls, Mail Out, and Sales Productivity Goals and Expectations
• Networking Strategy, Effectiveness, and Productivity
• All Sales and Special Events Including Luncheons, VIP and Grand Openings, Open Houses, Resident Referral Parties, etc.
• In tandem with Marketing Directors, create and oversee marketing budget and plan for each community
• Maintain Hold/Sold status reports by holding communities accountable to send accurately and timely
• Evaluate lead-to-tour and tour to deposit ratios; train and follow up properly
• Manage direct mail lists for each Community through high-speed marketing or selected company
• Establish inside and outside sales call expectations and monitor the level of efficiency at each community
• Help plan and partake in annual sales meetings
• Provide ongoing training on special programs
• Help create and maintain marketing process and procedures manual for Communities
• Conduct mystery shops by hiring a company to ensure quality control
• Establish and train all new development sales teams, and provide additional support to these teams as needed.
• Communicate regularly with Executive Directors to discuss the performance of the Sales and Marketing teams at each respective community

• Consults with home office and community management team members to provide guidance on day-to-day business and employee matters
• Conducts effective, thorough, and timely investigations
• Provides day-to-day performance management guidance to community leaders, including coaching, counseling, career development, and disciplinary actions
• Works closely with management and employees to improve working relationships, build morale, and increase productivity and retention
• Analyzes emerging trends to guide the development of training programs or new policies
• Oversees leave of absence process in close connection with HR Generalist
• Collaborates with department and cross-functionally to manage projects to implementation
• Serves as HRIS expert, working closely with system vendor(s)
• Identifies and recommends updates to relevant software, systems, and procedures
• Maintains in-depth and current knowledge of federal and state legal requirements
• Maintains confidentiality of sensitive employee and company information
• Travels periodically to support community events, provide leadership in escalated employee matters, attend conferences or training
• Performs other duties as assigned.