Transition Specialist

Job Title Transition Specialist Job Description Summary Provide additional value to our clients, both internal and external, by verifying the transition process cross functionally has been followed and all transition tasks for each individual assignment has been completed. Lead and command the internal and external clients through the transition process with exceptional organization, communication, and rationale to provide a comprehensive and positive experience.

ACCOUNTABILITIES   May be r esponsible for one or more of the following:   Plan, analyze and complete all required tasks of onboarding and offboarding newly awarded Multifamily property management assignments with minimal guidance and/or supervision using department tools   Lead communication among regional p roperty m anagers, c lient a ccounting, c orporate a ccounting, h uman Resources, t echnology & d ata s olutions , a ncillary s ervices t eam, c onversion t eam, external service providers, and clients involved in the property transition   Deliver a positive client (internal and external) experience during onboarding and offboarding   Identify unique transition needs and utilize critical thinking skills to plan and outline the best workflow to accommodate internal partners and external clients   Serve as knowledge hub for both external clients and internal partners for all aspects of property transitions   Operate with the hig h est data integrity across all platforms in a timely and efficient manner    U nderstand parameters in place for quality assurance as well as the ability to self-audit   Review new opportunity pipeline, pricing, and notification process with thorough understanding of impact of accurate and timely data for financial planning, project creation, and national statistics   Excellent written and verbal communication with all internal partners and external clients across all platforms    Collaborate with team members and fully align with the delineation of duties to complete all required tasks and deliverables    Ability to discern a high-risk task or deliverable and the k nowledge of timing and who to best escalate issues to    Effectively lead and manage multiple transitions all at various stages of completion simultaneously at an elevated level of data integrity and service to internal partners and external clients    Identify areas of improvement needed on internal processes for onboarding and offboarding and provide solutions for process change and technology solutions to improve accuracy and efficiency   Participate in regular touch bases with your manager to facilitate personal and department goals, work through challenging transitions and enhance the culture of the team through personal development    Promote consistent best practices for property transitions by sharing learned experiences with the team as well as update inter n al process documents or suggesting improvements to workflows    Collaborate with account managers RVPs (Regional Vice Presidents) , and RPMs (Regional Property Managers) to field questions, establish solutions, and create/improve tools   Serve as a change champion and remain flexible   Maintain expertise and resolve all property management issues and questions around property onboarding and offboarding   Ability to lead, create, assign deliverables and outline timing projections for ad hoc projects    Interpret complex revenue and expense categories as it relates to client invoicing - including but not limited to payroll reimbursement, fee revenue, due from client expenses   Understand and communicate employee allocations and related Workday work tags   Promote and monitor compliance requirements for both SOC controls, SOX controls, and property operations   Deliver presentations to clients during pitches     MINIMUM REQUIREMENTS   Bachelor's degree   3 + years of relevant experience   Or any similar combination of education and experience   Experience in