Transition Specialist

Cushman & Wakefield•Saint Louis, MO

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 specialist leads clients and internal partners through onboarding and offboarding with strong organization, communication, and sound rationale to deliver a positive experience. The role plans and completes transition tasks for newly awarded multifamily property management assignments, coordinates communication among internal teams and external stakeholders, and manages multiple transitions at different stages while maintaining data integrity and service quality. It also supports quality assurance, compliance, process improvement, and ad hoc projects; serves as a knowledge resource for property transitions; and may present to clients 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 Word, Excel, and Outlook.
  • Ability to understand and interpret complex real estate terminology.
  • Effective and efficient time-management skills.
  • Detail-oriented, organized, and thorough approach to work.
  • Proven record of excellent internal and external customer service.
  • Strong 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.
  • Basic accounting knowledge, including understanding of the property management function.

Responsibilities

  • Plan, analyze, and complete onboarding and offboarding tasks for newly awarded multifamily property management assignments with minimal guidance or supervision.
  • Coordinate communication among regional property managers, accounting teams, human resources, technology and data solutions, ancillary services, conversion teams, external service providers, and clients.
  • Deliver a positive experience for internal and external clients throughout onboarding and offboarding.
  • Identify unique transition needs and develop workflows that accommodate internal partners and external clients.
  • Serve as a knowledge resource for internal partners and external clients on property transitions.
  • Maintain accurate and timely data across platforms and follow quality assurance parameters, including self-auditing.
  • Review the new opportunity pipeline, pricing, and notification process, and understand their effects on financial planning, project creation, and national statistics.
  • Collaborate with team members and align on responsibilities to complete required tasks and deliverables.
  • Identify high-risk tasks and determine when and to whom to escalate issues.
  • Manage multiple transitions simultaneously at different stages while maintaining data integrity and service quality.
  • Identify opportunities to improve onboarding and offboarding processes and propose process or technology solutions to improve accuracy and efficiency.
  • Meet with the manager to discuss personal and department goals, challenging transitions, and professional development.
  • Share transition best practices and lessons learned, and update internal process documents or recommend workflow improvements.
  • Collaborate with account managers, Regional Vice Presidents, and Regional Property Managers to answer questions, establish solutions, and create or improve tools.
  • Champion change and remain flexible.
  • Resolve property management questions and issues related to onboarding and offboarding.
  • Lead, create, and assign deliverables and outline timing projections for ad hoc projects.
  • 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 associated Workday work tags.
  • Promote and monitor compliance with SOC controls, SOX controls, and property operations requirements.
  • Deliver presentations to clients during pitches.

Benefits

  • 120 hours of paid time off annually, prorated upon hire.
  • 40 hours of sick time annually, prorated upon hire.
  • Two paid 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 major retailers and service providers.
  • Company-provided personal and professional development, including LinkedIn Learning, an Employee Assistance Program, and counseling services.
  • Eligible employees may enroll in health savings accounts, retirement savings plans, disability insurance, and paid and unpaid time away from work.
  • Competitive pay.
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