Transition Manager (PTX92826)
About The Position
The Transition Manager plans, executes, monitors, and closes new client integration projects within targeted timeframes. The role communicates processes, procedures, and project status to internal staff and client representatives, provides recommendations, and develops and attends board transition, intake, and training meetings. It reviews information received during transitions for accuracy, addresses concerns, and helps CAMS and Directors troubleshoot issues related to moving into new accounts. The manager leads portfolio CAM team, transition, training, and other team meetings with participatory involvement; maintains current knowledge of relevant state and regulatory agency statutes; and applies a thorough understanding of plats, ownership, and property rights. The role also provides oversight and training opportunities to managers and Boards, attends Director, management, and leadership meetings as appropriate, and follows company procedures and standards of ethical conduct. Other work-related tasks may be assigned, and responsibilities may evolve based on Board direction and community needs.
Requirements
- Associate's degree required; Bachelor's degree preferred.
- Association management experience required.
- CMCA designation required.
- Ability to quickly learn and adapt to new software.
- Strong customer service skills and written and verbal communication skills.
- Strong organizational and multitasking skills.
- Ability to work independently and in a collaborative, team-oriented environment.
- Ability to adapt to shifting priorities, demands, and timelines through analysis and problem-solving.
- Ability to sit for prolonged periods at a desk and work on a computer; occasionally stand, walk, bend, or reach; and lift or move objects weighing up to 10–15 pounds.
- Manual dexterity to operate a computer keyboard, mouse, telephone, and other office equipment; visual acuity to read printed materials, spreadsheets, and computer screens; and hearing and speech ability to communicate in person, by phone, and in virtual meetings.
- Ability to work in a standard office environment with moderate noise levels and a standard schedule, with occasional extended hours as required.
Nice To Haves
- Bachelor's degree.
- AMS and PCAM designations.
- Account management, project management, or new client onboarding/acquisition experience.
- Advanced skills in MS Excel and Adobe Acrobat.
Responsibilities
- Plan, execute, monitor, and close new client integration projects within targeted timeframes.
- Communicate processes, procedures, and status to internal staff and client representatives, providing recommendations as needed.
- Develop, coordinate, and attend board transition, intake, and training meetings, maintaining positive relationships with board members and supporting client retention.
- Review incoming transition information for accuracy and address concerns as appropriate.
- Help CAMS and Directors troubleshoot problems related to transitioning into new accounts.
- Develop and lead portfolio CAM team meetings, transition and training meetings, and other team meetings with participatory involvement.
- Maintain current knowledge of state and regulatory agency statutes related to Association documents, policies, and procedures.
- Apply a thorough understanding of plats, ownership, and property rights.
- Develop and provide oversight and training opportunities to new and existing managers and Boards.
- Attend monthly Director, management, and leadership meetings as appropriate.
- Conduct business according to high standards of personal, professional, and ethical conduct and comply with company guidelines and management operations procedures.
- Perform other work-related tasks as needed; responsibilities may evolve based on Board direction and community needs.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life and disability insurance
- Health Savings Account (HSA), available with the required high-deductible medical plan
- Flexible Spending Account (FSA)
- Education reimbursement
- 401(k) matching
- Employee Assistance Program (EAP)
- 11 paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
Associate degree
