Transition Specialist

Cushman & Wakefield • St. Louis, MO

2d • $68,000 - $80,000

About The Position

The Transition Specialist provides value to internal and external clients by verifying that cross-functional transition processes are followed and all tasks for each property assignment are completed. The role leads clients and internal partners through onboarding and offboarding with strong organization, communication, and sound rationale to create a comprehensive, positive experience.

The position plans and completes transition work for newly awarded multifamily property management assignments, coordinates stakeholders across departments and with clients and service providers, and manages multiple transitions at different stages. It maintains data integrity, supports quality assurance and compliance, identifies transition risks and unique needs, and serves as a source of expertise on property onboarding and offboarding. The specialist also contributes to process and technology improvements, shares best practices, supports ad hoc projects, interprets client invoicing categories and employee allocations, and may deliver client presentations during pitches.

Requirements

• Bachelor's degree, or a similar combination of education and experience.
• At least 3 years of relevant experience, or a similar combination of education and experience.
• Proficiency with Microsoft Office products, including Word, Excel, and Outlook.
• Ability to understand and interpret complex real estate terminology.
• Effective and efficient time-management skills.
• Detail-oriented, organized, and thorough.
• Proven record of providing excellent internal and external customer service.
• Excellent interpersonal skills, initiative, flexibility, and a team-oriented approach.
• Excellent oral and written communication skills, including the ability to create and deliver presentations.

Nice To Haves

• Experience in multifamily real estate and basic accounting knowledge, including an understanding of the property management function.

Responsibilities

• Plan, analyze, and complete onboarding and offboarding tasks for newly awarded multifamily property management assignments using department tools, with minimal guidance or supervision.
• Lead communication among regional property managers, client accounting, corporate accounting, Human Resources, technology and data solutions, ancillary services, the conversion team, external service providers, and clients.
• Deliver a positive experience for internal and external clients during onboarding and offboarding.
• Identify unique transition needs and develop workflows that accommodate internal partners and external clients.
• Serve as a knowledge hub for internal partners and external clients on property transitions.
• Maintain data integrity across platforms in a timely and efficient manner and self-audit against quality assurance parameters.
• Review the new opportunity pipeline, pricing, and notification process, including the effects of accurate, timely data on financial planning, project creation, and national statistics.
• Collaborate with team members and align responsibilities to complete required tasks and deliverables.
• Identify high-risk tasks or deliverables and determine appropriate timing and escalation contacts.
• Manage multiple transitions simultaneously while maintaining data integrity and service quality.
• Identify improvements to onboarding and offboarding processes and propose process changes or technology solutions to improve accuracy and efficiency.
• Participate in regular manager touch bases to support personal and department goals, address challenging transitions, and contribute to team development.
• Share lessons learned and best practices, and update internal process documents or suggest workflow improvements.
• Collaborate with account managers, Regional Vice Presidents, and Regional Property Managers to answer questions, establish solutions, and create or improve tools.
• Act as a change champion and remain flexible.
• Maintain expertise and resolve property management issues and questions related to onboarding and offboarding.
• Lead ad hoc projects by creating and assigning deliverables and outlining timing projections.
• Interpret complex revenue and expense categories related to client invoicing, including payroll reimbursement, fee revenue, and due-from-client expenses.
• Understand and communicate employee allocations and related Workday work tags.
• Promote and monitor compliance with SOC controls, SOX controls, and property operations requirements.
• Deliver client presentations during pitches.

Benefits

• 120 hours of paid time off annually, prorated upon hire.
• 40 hours of sick time annually, prorated upon hire.
• Two volunteer days annually.
• 12 or more company holidays.
• Paid parental leave.
• Medical, dental, vision, and life insurance, with supplementary benefit options including pet insurance.
• Pre-tax spending accounts.
• Company discounts at many major retailers and service providers.
• Company-provided personal and professional development, including access to LinkedIn Learning, an Employee Assistance Program, and counseling services.
• Eligible employees may enroll in retirement savings plans and disability insurance programs.
• Eligible employees may receive paid and unpaid time away from work.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level