Helena Oakley

Sales and Marketing professional with more than 5 years in senior living and home care experience. Over 35 years of customer service and management experience. Passionate about assisting people and being a helpful sourse to society.

Home Care Consultant

Home Instead-Chapel Hill, NC April 2024 to September 2024

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Outreach and Marketing

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Building new and strong relationships with referral partners

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Sales force; Immediate response on leads and follow-ups. Including calls, e-mails, texts.

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In person consultations at any of the following; in client home, hospitals, skilled nursing facilities, assisted living communities, CCRC,s.

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Organizing and attending events, marketing meetings, scheduling and attending marketing meetings with potential referral partners.

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Presentations at senior community's, senior centers and skilled nursing facilities.

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Scheduling lunch and learn for medical offices.

Sabbatical

Self-Scheemda June 2021 to April 2022

During the pandemic my father contracted covid, and I spend time in the Netherlands to care for him. He passed away, and I spend the remaining time to handle the proceedings after his passing.

Courrier

Postmates-Cary, NC March 2020 to June 2021

Due to the pandemic, I was unable to return to a sales position, and decided to apply my time to deliver groceries during lock down. I worked full time, approximately 80 hours a week. I had to stop working once my father contracted covid.

Director of Sales

Sunrise Senior Living-Cary, NC February 2017 to March 2019

In charge of sales and external business development. Follow up on leads and phone inquiries. Calls to new leads and scheduling tours. Creating an initial inquiry visit plan for all prospects and referral sources. All hands on deck in place for scheduled visits. In charge of community presentation, Tours, family meetings and move-in paperwork. Assuring all move-ins have appropriate TB placement and correct FL2 documentation 72 hours prior to move-in. External business development. In house monthly professional meetings. Weekly, monthly and quarterly reports including marketing plans and Competitive analysis. Ordering collateral, and promotional items. Continues training.

Sales Director

Affinity-Cary, NC

September 2016 to February 2017

In charge of move-ins with a 80 resident capacity, including assisted and memory care. Awareness of medicaid as well as private pay admissions. Conducting assessments for appropriate placement. Keeping up with new leads and referrals from hospitals and skilled nursing facilities. In charge of community presentation. Tours, family meetings and move-in paperwork. Assuring all move-ins have appropriate TB placement and correct FL2 documentation. External business development with a required 70 connections per month. In house monthly professional meetings. Weekly, monthly and quarterly reports including marketing plans and Competitive analysis.

Community relations Director

Pacifica Senior Living-Wilmington, NC September 2013 to April 2016

In charge of prospect calls, data entry, tours, admissions, weekly and monthly reports, budgeting, ordering promotional products, outreach; attending monthly meetings, healthcare visits and referral visits, organizing events, attending expos and health fairs, In charge of planning and organizing advertisements and commercials, Ability to apply self where needed outside of marketing department.

Artist/Co-owner Operator

NC pennysaver-Cary, NC 1997 to 2008

Artist/Co-owner Operator In charge of the art department. Making and creating of ads, Computer experience: Windows Xp Pro, Quark Express, Adobe Photo shop, Outlook, Word Perfect, secretarial duties, filing and organizing paperwork, answering phones/customer service

Owner/Manager

Sprinkles-Fire Island, NY 1992 to 1997

Candy/Ice Cream Store, Hiring and firing of personnel (including Scheduling), Customer relations, Ordering and restocking of merchandise, Making Ice cream, Accounting. During the time I was in charge of this location, I was able to increase (year to year) sales as high as 162%. In this period I was running 2 businesses at the same time.

Owner/Manager

Sweet Memories-Fire Island, NY 1987 to 1992

Restaurant, Hiring and firing of personnel (including Scheduling), Customer relations, Ordering and restocking of merchandise, Making Ice cream, Accounting, Cook and food server when needed. During the time I was in charge of this location, I was able to increase (year to year) sales as high as 145%.

Associates in Applied Science in Surgical Technology Miller-Motte