Oakmont Capital Management, LLC

Sales

• Oversee hiring and termination of sales staff at Community level including final interviews of candidates.
• Create and oversee training process and procedures including shadowing tours and outreach efforts.
• Partake in annual reviews and success plans when necessary.
• Oversee sales process at each community.
• Work closely with the sales team to create specific marketing plans for each community.
• Evaluate sales ratios, and provide ongoing training to sales team.
• Establish business development expectations and monitor efficiency at each community.
• Plan and partake in annual sales meetings.
• Create and maintain marketing process and procedures manual for communities.
• Conduct ongoing mystery shops with third party company to ensure quality control.
• Oversee Regional Sales Specialist.
• Communicate regularly with Executive Directors to discuss the performance of Sales teams at each respective community.
• Identify opportunities to grow, mentor and/or promote the Sales Directors.
• Meet or exceed occupancy and revenue goals within your region.
• Provide feedback and recommendations to upper management to achieve and maintain occupancy standards and revenue goals.

Regional Director of Sales – Southern CA

• Oversee hiring and termination of sales staff at Community level including: Doing all final interviews of candidates.
• Create and oversee training process and procedures including shadowing tours and outreach efforts, etc.
• Partake in annual reviews and success plans when necessary.
• Oversee sales process at each community
• Work closely with the sales team to create specific marketing plans for each community.
• Evaluate sales ratios, and provide ongoing training to sales team
• Establish business development expectations and monitor the level of efficiency at each community.
• Plan and partake in annual sales meetings.
• Create and maintain marketing process and procedures manual for communities.
• Conduct ongoing mystery shops with third party company to ensure quality control.
• Oversee Regional Sales Specialist.
• Communicate regularly with Executive Directors to discuss the performance of the Sales teams at each respective community.
• Identify opportunities to grow, mentor and/or promote the Sales Directors.
• Meet or exceed occupancy and revenue goals within your region.
• Provide feedback and recommendations to upper level management with the goal to achieve and maintain excellent occupancy standards, revenue goals and best practices.

• Oversee hiring and termination of sales staff at Community level.
• Create and oversee training process and procedures including shadowing tours and outreach efforts.
• Evaluate sales ratios, and provide ongoing training to sales team.
• Establish business development expectations and monitor the level of efficiency at each community.
• Plan and partake in annual sales meetings.
• Communicate regularly with Executive Directors to discuss the performance of the Sales teams at each respective community.
• Identify opportunities to grow, mentor and/or promote the Sales Directors.

• Oversee hiring and termination of sales staff at Community level
• Create and oversee training process and procedures
• Oversee sales process at each community
• Work closely with the sales team to create specific marketing plans
• Evaluate sales ratios and provide ongoing training to sales team
• Establish business development expectations and monitor efficiency
• Plan and partake in annual sales meetings
• Create and maintain marketing process and procedures manual
• Conduct ongoing mystery shops with third party company
• Communicate regularly with Executive Directors about sales team performance
• Identify opportunities to grow, mentor, and promote Sales Directors
• Meet or exceed occupancy and revenue goals within your region
• Provide feedback and recommendations to upper management

Regional Director of Sales – Marketing

• Oversee hiring and termination of sales staff at Community level including: Doing all final interviews of candidates.
• Create and oversee training process and procedures including shadowing tours and outreach efforts, etc.
• Partake in annual reviews and success plans when necessary.
• Oversee sales process at each community.
• Work closely with the sales team to create specific marketing plans for each community.
• Evaluate sales ratios, and provide ongoing training to sales team.
• Establish business development expectations and monitor level of efficiency at each community.
• Plan and partake in annual sales meetings.
• Create and maintain marketing process and procedures manual for communities.
• Conduct ongoing mystery shops with third party company to ensure quality control.
• Oversee Regional Sales Specialist.
• Communicate regularly with Executive Directors to discuss performance of the Sales teams at each respective community.
• Identify opportunities to grow, mentor and/or promote the Sales Directors.
• Meet or exceed occupancy and revenue goals within your region.
• Provide feedback and recommendations to upper level management with the goal to achieve and maintain excellent occupancy standards, revenue goals and best practices.

• Oversee hiring and termination of sales staff at Community level including: Doing all final interviews of candidates.
• Create and oversee training process and procedures including shadowing tours and outreach efforts, etc.
• Partake in annual reviews and success plans when necessary.
• Oversee sales process at each community.
• Work closely with the sales team to create specific marketing plans for each community.
• Evaluate sales ratios, and provide ongoing training to sales team.
• Establish business development expectations and monitor the level of efficiency at each community.
• Plan and partake in annual sales meetings.
• Create and maintain marketing process and procedures manual for communities.
• Conduct ongoing mystery shops with third party company to ensure quality control.
• Oversee Regional Sales Specialist.
• Communicate regularly with Executive Directors to discuss the performance of the Sales teams at each respective community.
• Identify opportunities to grow, mentor and/or promote the Sales Directors.
• Meet or exceed occupancy and revenue goals within your region.
• Provide feedback and recommendations to upper level management with the goal to achieve and maintain excellent occupancy standards, revenue goals and best practices.

• Oversee hiring and termination of sales staff at Community level including final interviews of candidates.
• Create and oversee training process and procedures including shadowing tours and outreach efforts.
• Partake in annual reviews and success plans when necessary.
• Oversee sales process at each community.
• Work closely with the sales team to create specific marketing plans for each community.
• Evaluate sales ratios and provide ongoing training to sales team.
• Establish business development expectations and monitor the level of efficiency at each community.
• Plan and partake in annual sales meetings.
• Create and maintain marketing process and procedures manual for communities.
• Conduct ongoing mystery shops with third party company to ensure quality control.
• Oversee Regional Sales Specialist.
• Communicate regularly with Executive Directors to discuss the performance of the Sales teams at each respective community.
• Identify opportunities to grow, mentor and/or promote the Sales Directors.
• Meet or exceed occupancy and revenue goals within your region.
• Provide feedback and recommendations to upper level management with the goal to achieve and maintain excellent occupancy standards, revenue goals and best practices.

• Oversee hiring and termination of sales staff at Community level including doing all final interviews of candidates.
• Create and oversee training process and procedures including shadowing tours and outreach efforts.
• Partake in annual reviews and success plans when necessary.
• Oversee sales process at each community.
• Work closely with the sales team to create specific marketing plans for each community.
• Evaluate sales ratios, and provide ongoing training to sales team.
• Establish business development expectations and monitor the level of efficiency at each community.
• Plan and partake in annual sales meetings.
• Create and maintain marketing process and procedures manual for communities.
• Conduct ongoing mystery shops with third party company to ensure quality control.
• Oversee Regional Sales Specialist.
• Communicate regularly with Executive Directors to discuss the performance of the Sales teams at each respective community.
• Identify opportunities to grow, mentor and/or promote the Sales Directors.
• Meet or exceed occupancy and revenue goals within your region.
• Provide feedback and recommendations to upper-level management with the goal to achieve and maintain excellent occupancy standards, revenue goals and best practices.

• Oversee hiring and termination of sales staff at Community level
• Create and oversee training process and procedures
• Evaluate sales ratios, and provide ongoing training to sales team
• Establish business development expectations and monitor the level of efficiency at each community
• Create and maintain marketing process and procedures manual for communities
• Conduct ongoing mystery shops with third party company to ensure quality control
• Oversee Regional Sales Specialist
• Communicate regularly with Executive Directors to discuss the performance of the Sales teams at each respective community
• Meet or exceed occupancy and revenue goals

• Oversee hiring and termination of sales staff at Community level including final interviews and training process.
• Oversee sales process at each community and create specific marketing plans.
• Evaluate sales ratios and provide ongoing training to sales team.
• Establish business development expectations and monitor efficiency at each community.
• Plan and partake in annual sales meetings.
• Conduct ongoing mystery shops for quality control.
• Communicate with Executive Directors on Sales team performance.
• Meet or exceed occupancy and revenue goals within the region.

• 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

Operations

• Oversee, influence, and assure that communities meet and exceed budgeted occupancy for each assigned community and the region as a whole.
• Evaluate financial reports including revenue, expenses, care-fee expense ratios, and other key metrics and indicators and provide guidance and oversight to Executive Directors.
• Directly supervise, evaluate, train, and coach Executive Directors to maintain high standards of care, service, financial and occupancy expectations using established company policies and procedures in compliance with state and local regulations.
• Partner effectively with all team members, including community, regional and home office.
• Evaluate performance and intervene to correct deficiencies in a timely manner to meet overall company performance objectives.
• Assure execution of services including care, culinary, maintenance, housekeeping, activities, and programming is of the highest standard.
• Effectively communicate and resolves concerns and conflicts with residents, families, team members, vendors or others with a high degree of professionalism and skill in customer service.
• Adhere to and direct community and regional team leaders to follow established policies and procedures.
• Present current and relevant financial and occupancy data routinely and assist and set goals and objectives to meet company expectations.
• Represent the company to outside agencies, government agencies, and professional organizations.
• Take an active role in recruiting future team members including sourcing, interviews, and selection as appropriate.
• Respond to and support appropriate closure to concerns and issues related to residents, care, service, or team member relations.

Regional Director of Operations

• Oversee, influence, and assure that communities meet and exceed budgeted occupancy for each assigned community and the region as a whole.
• Evaluate financial reports including revenue, expenses, care-fee expense ratios, and other key metrics and indicators and provide guidance and oversight to Executive Directors.
• Directly supervise, evaluate, train, and coach Executive Directors to maintain high standards of care, service, financial and occupancy expectations using established company policies and procedures in compliance with state and local regulations.
• Partner effectively with all team members, including community, regional and home office.
• Evaluate performance and intervene to correct deficiencies in a timely manner to meet overall company performance objectives.
• Assure execution of services including care, culinary, maintenance, housekeeping, activities, and programming is of the highest standard.
• Effectively communicates and resolves concerns and conflicts with residents, families, team members, vendors or others with a high degree of professionalism and skill in customer service.
• Adhere to and direct community and regional team leaders to follow established policies and procedures.
• Present current and relevant financial and occupancy data routinely and assist and set goals and objectives to meet company expectations.
• Represent the company to outside agencies, government agencies, and professional organizations.
• Take an active role in recruiting future team members including sourcing, interviews, and selection as appropriate.
• Respond to and support appropriate closure to concerns and issues related to residents, care, service, or team member relations.
• Other duties as assigned.

Regional Director of Sales – Southern CA

Regional Director of Sales – Southern CA

Regional Director of Sales – Southern CA

Regional Director of Sales – Marketing

Regional Director of Sales – Southern CA

Regional Director of Sales – Marketing

Regional Director of Sales – Southern CA

Regional Director of Sales – Marketing

Regional Director of Sales – Marketing

Regional Director of Sales – Marketing

Regional Director of Sales – Southern CA

Regional Director of Sales – Marketing

Regional Sales Specialist

Regional Director of Operations

Regional Director – Operations