Transition and Client Relations Specialist

Associa•St. Petersburg, FL

19h

About The Position

We are seeking experienced and talented leaders to fill the position of Transitions and Client Relations Specialist for our growing and busy property management branch in the vibrant St. Petersburg, FL area. This is a key leadership role that requires strong organizational, management, and leadership skills. As the Director, you will oversee the operations and growth of our branch, ensuring expectational service delivery and client satisfaction. A Transitions and Client Relations Specialist in an HOA management company plays a crucial role in ensuring smooth transitions for new and existing communities and maintaining strong relationships with clients, ensuring exceptional service delivery, and driving client satisfaction.

Requirements

Active Florida Community Association Manager (LCAM) license is Preferred but not required.
Minimum of 1 year of experience in Association Management, with significant experience in adminsitrative, leadership or management role.
Strong leadership, organizational, and management skills with a track record of successfully leading teams and driving results.
Excellent interpersonal and communication skills, with the ability to build and maintain relationships with clients, staff, and stakeholders.
In-depth knowledge of community association management principles, financial management, and governing documents.
Proven business acumen and ability to develop and execute strategic plans.
Experience in budgeting, financial analysis, and delivering financial results.
Proficiency in property management software, Microsoft Office Suite, and relevant industry tools.

Responsibilities

Oversee and manage the onboarding process for new HOA clients, ensuring a seamless transition.
Develop and implement standardized transition processes to improve efficiency.
Coordinate between developers, board members, and management teams to facilitate smooth handovers.
Act as the primary point of contact for new clients during the transition phase.
Address client concerns and ensure high levels of satisfaction throughout the transition process.
Conduct welcome meetings and orientation sessions for new boards and residents.
Ensure all required governing documents, financials, and contracts are properly reviewed and transferred.
Work closely with legal teams to ensure compliance with state laws and HOA regulations.
Maintain accurate records of transition activities and milestones.
Collaborate with internal teams (accounting, maintenance, administrative support) to ensure a smooth transition.
Implement best practices for property management, vendor management, and service delivery.
Address and resolve any operational issues during the transition period.
Identify and mitigate risks associated with new community transitions.
Troubleshoot and resolve unexpected issues that arise during the transition phase.
Monitor and assess the effectiveness of transition processes and make necessary improvements.
Develop and track key performance indicators (KPIs) to measure success.
Serve as the primary point of contact for key clients, addressing concerns and ensuring long-term satisfaction.
Build and maintain strong relationships with HOA boards, homeowners, and community stakeholders.
Conduct regular check-ins and meetings with board members to assess needs and provide solutions.
Ensure a high level of customer service by overseeing the performance of community managers.
Develop and implement strategies to improve client retention and minimize turnover.
Respond to escalated client concerns and resolve issues efficiently.
Foster open and proactive communication between the company and HOA clients.
Create and distribute client newsletters, updates, and reports on community management.
Partnering with sales and marketing team to organize and lead client engagement events, training sessions, and feedback forums .
Identify opportunities for expanding services and increasing client satisfaction.
Gather feedback to refine service offerings and enhance client experiences.
Work with the sales and marketing teams to support new client acquisition and onboarding.