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

• 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

Technical Project Manager

• Support and coordinate IT-related projects by organizing tasks, tracking timelines, and ensuring deliverables are completed on schedule.
• Manage device inventory, including tagging, tracking, shipments, returns, stale device recovery, and maintenance of accurate asset logs and internal documentation systems.
• Track project milestones, action items, and dependencies across multiple concurrent initiatives.
• Assist in onboarding and offboarding tasks, including account provisioning, access management, and equipment coordination.
• Submit and manage vendor paperwork for account setup, transitions, service updates, and terminations.
• Request estimates, track approvals, and support vendor communication as needed.
• Coordinate phone system updates, number ports, and service provider changes as needed.
• Order and track technology equipment from designated vendors and ensure timely delivery.
• Monitor service tickets, escalate issues when necessary, and follow through to resolution.
• Track IT-related service costs, contracts, and ensure tasks are completed by internal teams and external partners.
• Coordinate home office technology setup, including workstations, related equipment, software provisioning, and mobile device configuration.
• Create, maintain, and improve standard operating procedures (SOPs) and process documentation for recurring IT workflows.
• Communicate timelines, deliverables, and expectations clearly to stakeholders.

IT Project Coordinator – On-Site

• 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