Beth Wilkison

Experience

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  The Oaks at Medina

  Jan 1999 - Jan 2002

  Director of Marketing

  • Hired, trained, and managed sales team for start up community.• Developed entire lines of collaterals, including newsletters, print advertising, direct mail pieces, and informational brochures.• Trained all employees on customer service and satisfaction.• Coordinated external marketing efforts, including large group presentations, community involvement, speaker’s bureau, sales and marketing calls, and other civic duties. Promoted a positive relationship with community and civic leaders.• Led television commercial campaign project, writing script and overseeing production. Commercial garnered 35% of all qualified leads.• Led customer satisfaction survey project annually. Show less

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  Western Reserve Masonic Community/The Ohio Masonic Home

  Aug 1999 - Dec 2003

  Director of Marketing

  • Hired, trained, and managed sales team for start up community.• Developed entire lines of collaterals, including newsletters, print advertising, direct mail pieces, and informational brochures.• Trained all employees on customer service and satisfaction.• Coordinated external marketing efforts, including large group presentations, community involvement, speaker’s bureau, sales and marketing calls, and other civic duties. Promoted a positive relationship with community and civic leaders.• Led television commercial campaign project, writing script and overseeing production. Commercial garnered 35% of all qualified leads.• Led customer satisfaction survey project annually. Show less

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  Masonic Retirement Village- The Ohio Masonic Home

  Dec 2003 - Dec 2004

  Director of Marketing

  • Managed all aspects of retirement community marketing, including marketing team, collateral development, advertising, census development, and public relations.• Developed and managed large budgets annually.• Coordinated external marketing efforts, including large group presentations, community involvement, speaker’s bureau, sales and marketing calls, and other civic duties. Promoted a positive relationship with community and civic leaders. Traveled around the U.S. promoting the community to Masonic members. • Interfaced with operations, finance, and legal council to development new products and services to meet target market needs and demands.• Provided customer service and sales training to team, leading team to an above industry average sales close rate, and a personal sales close rate of 7.5%. Show less

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  National Church Residences

  Dec 2004 - Mar 2009

  Corporate Director of Marketing/Health Care Division

  • Multi-site management of the marketing components of assisted livings, skilled nursing facilities, continuing care retirement communities, memory care units and adult day health programs. Completed Blue Sky marketing and opened several communities and product lines. • Coached sales professionals to achieve census and average daily attendance goals. Create Marketing Scorecard to track results. All business units achieved highest record census under my management. • Managed collateral development, website content, advertising and marketing/business development plans for all business units.• Taught division-wide customer service train the trainer classes and managed customer service full circle program for all business units.• Created sales training manual for new employee training.• Managed lead management process, software training and utilization.• Assessed data for marketing/sales trends and proper budget utilization.• Assessed new acquisitions, completed market research and feasibility studies. Show less

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  Brookdale Senior Living

  Mar 2009 - Aug 2011

  Regional Sales & Marketing Manager

  Oversees and directs the sales efforts for multiple communities and products within district, major markets, clusters and stand-alone communitiesResponsible and accountable for meeting and exceeding the occupancy and revenue goals while supporting operational policiesDevelops and monitors marketing plans and budgets to assure optimal exposure and maximum efficienciesAssists in interviewing, hiring, training and coaching of all marketing staff in the portfolio of communities they manageMonitors marketing and sales performance expectationsCertified as a Sales Coach and participated in company wide sales training delivery. Show less

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  A Place for Mom

  May 2012 - now

  Acts as a strategic business partner with the sales and operations leadership teams. Manages all aspects of the Health Care Account Executive and Health Care Account Representative roles, (professional business to business), training program. Manages sales component of corporate new hire training program. Manages members of the L&D team. Provides 1:1 coaching as needed to enhance sales skills of sales team. • Evaluates the effectiveness of the training programs and making modifications as needed. Creates training content for new roles and company initiatives. • Department expert for Medicare, Medicaid, Continuing Care Retirement Communities and Memory Care content development and training.• Develops, recommends and delivers effective performance improvement/training solutions and materials to support the future direction and ideal culture that supports that direction. Develops, trains and coaches new L&D team members to assure world class training team. • Equips managers with the tools, systems and training to develop their team members• Selects and/or develops follow-up training initiatives and materials to assist in long-term learning and retention• Provides 1:1 coaching with new and tenured employees targeted at specific performance measurements.Provides feedback and coaching suggestions to managers• Acts as the Certified Becoming Your Best trainer for the company, providing Becoming Your Best training programs and working on the Becoming Your Best task force that works across the entire organization. • Works within the L&D team to assist with management training, including creation, training and feedback. • Provides back up assistance for the Senior Living Advisor training program. Show less Acts as a strategic business partner with the sales and operations leadership teams. Manages all aspects of the Health Care Account Executive and Health Care Account Representative roles, (professional business to business), training program. Manages sales component of corporate new hire training program. Provides 1:1 coaching as needed to enhance sales skills of sales team. • Evaluates the effectiveness of the training programs and making modifications as needed. Creates training content for new roles and company initiatives. • Department expert for Medicare, Medicaid, Continuing Care Retirement Communities and Memory Care content development and training.• Develops, recommends and delivers effective performance improvement/training solutions and materials to support the future direction and ideal culture that supports that direction. • Equips managers with the tools, systems and training to develop their team members• Selects and/or develops follow-up training initiatives and materials to assist in long-term learning and retention• Provides 1:1 coaching with new and tenured employees targeted at specific performance measurements.Provides feedback and coaching suggestions to managers• Acts as the Certified Becoming Your Best trainer for the company, providing Becoming Your Best training programs and working on the Becoming Your Best task force that works across the entire organization. • Works within the L&D team to assist with management training, including creation, training and feedback. • Provides back up assistance for the Senior Living Advisor training program. Show less Acts as a strategic business partner with the sales and operations leadership teams. Manages all aspects of the Senior Living Advisor and Health Care Account Executive, (professional business to business), training program. • Evaluates the effectiveness of the training programs and making modifications as needed• Department expert for Medicare, Medicaid, Continuing Care Retirement Communities, content and training• Develops, recommends and delivers effective performance improvement/training solutions and materials to support the future direction and ideal culture that supports that direction• Equips managers with the tools, systems and training to develop their team members• Selects and/or develops follow-up training initiatives and materials to assist in long-term learning and retention• Provides 1:1 coaching with new and tenured employees targeted at specific performance measurements.Provides feedback and coaching suggestions to managersFrom a recently trained new hire, after one month in the field:"I had a good first month, exceeded goals, kept up with my group. I am very grateful for your training, your insight, your tips for succeeding, and for your tolerance and gentle coaching when I did not do well in class. Training has always been a little rough for me. There were at least a thousand moments during the month when I thought of something you said, something you taught me, something you prepared me for. Your voice was in my head all month long. You were a silent coach and mentor, and I credit you with every single move in I had. I am so grateful for your training. I love this job, more than I’ve ever loved any job. Thank you for giving me such a great start. I will always be grateful." Show less Accountable for top line revenue goals based upon fees generated via move-ins at partner communities in a defined market.Responsible for converting leads into partner move-ins.Focus on referring and moving families into appropriate partner communities by understanding a family’s unique needs and demonstrating an intimate knowledge of partners within the market. Builds relationships and educates families over the phone on referral process: ensure families understand the value of APFM throughout their senior living search.Understand family needs and refer appropriate partner communities.Manage the sales process: guide families through their search process with strong post-referral follow up with families and partner communities.Understand partner community offerings, resident requirements, and sales process.Pipeline management: manage lead pipeline on a daily basis and accurately record in our CRM to ensure up-to-date family information and status, as well as maintain accurate sales forecasts. Show less

  • Manager, L&D

    Mar 2022 - now

  • Learning & Development Team Lead

    May 2021 - Mar 2022

  • Executive Trainer

    Aug 2018 - May 2021

  • Senior Learning and Development Specialist

    Feb 2013 - Aug 2018

  • Senior Living Advisor

    May 2012 - Feb 2013