Oasis Senior Advisors - Regional Support Coordinator
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- United States
- Work type
- Hybrid
- Posted
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Regional Support Coordinator
(Candidate must live in Pierce County, Washington)
Position Summary
The Regional Support Coordinator (RSC) provides comprehensive administrative, marketing, technical, and operational support our senior living advisors across the Puget Sound market. This full-time role ensures consistent, proactive management of day-to-day operations, data reporting, client engagement, marketing initiatives, onboarding, and community relationships. The RSC is critical to maintaining advisor efficiency, client satisfaction, and overall organizational effectiveness.
Administrative & Operational Support
- Monitor calendars for advisors across multiple regions and assist with scheduling meetings, obligations, and client interactions as needed.
- Provide in-person or virtual technical training and support to advisors, ensuring proficiency in internal systems, OneDrive, IQ, Slack, and other tools required for their roles.
- Take initiative in proactively reaching out to new advisors to ensure they have all tools, resources, and guidance needed to be successful.
- Support seasoned advisors by following up on To-Do items, assisting with client/family communications, and helping coordinate outreach as needed.
- Collaborate with the regional digital team to manage To-Do tasks, follow-ups with families and communities, and ensure timely completion of assigned action items.
- Track and manage outstanding invoices and uncollected revenue daily, following up with communities to resolve past-due balances and maintain accurate reporting.
- Maintain up-to-date community profiles, including rates, amenities, contracts, contacts, photos, and Activities of Daily Living (ADLs), proactively reaching out to gather new information.
Onboarding & Advisor Support
- Coordinate the full onboarding process for all new hires, including technology access, internal communication channels (Slack, OneDrive, email, GoTo), branded materials, headshots, and bios.
- Provide technical training and one-on-one guidance on internal systems, workflows, and company processes to ensure advisors are fully equipped.
- Take initiative to ensure new and seasoned advisors have the resources and support needed to perform effectively.
- Ensure onboarding and ongoing support processes are consistent, professional, and promote advisor productivity and team culture.
- Plan, draft, and distribute monthly newsletters tailored to specific audiences, including clients, senior living communities, healthcare professionals (HCPs), and non-healthcare professional referral sources (NHCPs).
- Attend company-wide and local marketing meetings to broaden knowledge of marketing systems, campaigns, and best practices, and integrate insights into regional marketing strategies.
- Execute marketing initiatives, including regional promotional campaigns, community outreach, and event support, while tracking progress and outcomes.
- Manage logistics for marketing materials, promotional items, and drop-offs, ensuring campaigns meet deadlines and quality standards.
- Maintain social media content across Facebook and Instagram, schedule posts using Soci, monitor engagement, respond to comments/messages, and update the Google website regularly to ensure the company’s online presence is professional, up-to-date, and consistent with brand standards.
- Proactively request Google reviews and testimonials from clients, families, community partners, and referral sources.
- Send follow-up thank-you or testimonial cards via mail and email, noting all outreach in client profiles in IQ and community records.
- Track responses, ensure reviews are posted on Google, and maintain ongoing monitoring to respond promptly and professionally to new reviews.
- Coordinate full placement gift process, including purchase, packaging, personalization, shipping, and documentation.
- Build and maintain strong relationships with senior living communities to ensure accuracy of information and ongoing collaboration.
Reporting & Data Management
- Generate, review, and maintain weekly and monthly reports on placements, outstanding invoices, and revenue.
- Ensure all data is accurate, up-to-date, and accessible in IQ, OneDrive, and internal spreadsheets, supporting advisor decision-making and organizational strategy.
- Minimum 2–3 years of administrative, marketing, or coordination experience (senior living, healthcare, or service-oriented industry preferred).
- Proven ability to manage multiple priorities and regions in a fast-paced environment.
- Proficiency in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint) and cloud-based platforms (OneDrive, SharePoint, Slack).
- Strong technical skills and ability to train others on internal systems and workflows.
- Excellent written and verbal communication skills, with experience managing client and community relationships.
- Detail-oriented, proactive, and able to work independently while supporting a collaborative team.
- Comfort with client-facing communication, including phone calls, email, and in-person/virtual meetings.
- Full-time (40 hours/week)
- Hybrid/remote flexibility as determined by regional needs. CANDIDATE MUST LIVE WITHIN PIERCE COUNTY, WASHINGTON.
- Occasional regional travel for marketing, community engagement, and team events monitoring to respond promptly and professionally to new reviews.
