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Transitions Specialist

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Job Description - Transitions Specialist



Why You’ll Love Working at Milestone


Milestone is one of the fastest-growing senior living operators, with 100+ years of combined industry and hospitality experience. We focus on teamwork, creativity, and making a real impact for our residents and staff.


Perks & Benefits



  • Medical, Dental, Vision (full-time employees)

  • 401(k) with employer match

  • Generous PTO

  • Pet insurance

  • Perks at Work

  • Employee Assistance Program

  • Voluntary benefits options


About the Role


We’re seeking a Transitions Specialist to guide prospective residents and their families through the move-in process while supporting the community’s occupancy and growth goals. In this role, you’ll combine consultative sales expertise with compassionate guidance, helping families make informed decisions and ensuring a seamless transition into community life. You’ll also develop community partnerships, host engaging events, and serve as a trusted resource for prospects, families, and referral sources.


What You’ll Do



  • Guide prospective residents and families through discovery, apartment selection, and move-in processes

  • Maintain and grow occupancy in line with community goals and business plan

  • Build and maintain a prospect pipeline with detailed CRM records, tracking interactions, follow-ups, and conversions

  • Market community services and programs to prospects, families, and advisors, tailoring presentations to their needs

  • Plan, execute, and follow up on strategic events that highlight community lifestyle and generate leads

  • Represent the community at outside events, professional groups, and local organizations

  • Build and maintain relationships with referral sources, including legal and financial professionals, senior organizations, hospital discharge planners, and healthcare providers

  • Coordinate with internal teams for smooth resident transitions, including care assessments, apartment preparations, and welcome programs

  • Conduct engaging community tours that showcase amenities, programs, and lifestyle benefits

  • Identify opportunities to increase revenue and optimize community inventory

  • Perform other duties as assigned to support community goals


What We’re Looking For



  • Bachelor’s Degree in Business, Marketing, or related field preferred, or equivalent experience

  • 2–5 years of sales experience, ideally in senior living, healthcare, or pharmaceutical sales, with a proven track record of closing leads

  • Knowledge of sales and marketing principles, strategies, and techniques

  • Understanding of state regulations affecting service delivery and familiarity with Medicare/Medicaid processes

  • Strong communication, interpersonal, and presentation skills

  • Ability to build trust, assess customer needs, and guide families through complex decisions

  • Proficient with smartphones, computers, and related software

  • Valid driver’s license and willingness to travel frequently

  • Self-motivated, organized, and able to manage multiple priorities independently

  • Compassionate, professional, and personable demeanor


Join Milestone to help families navigate one of life’s biggest transitions while contributing to a welcoming, vibrant community.


Milestone is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.


 




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