TRANSITIONS COORDINATOR

$47,840 - $56,160/Yr

Management Trust - Irvine, CA

Part-time - Mid Level

Irvine, CA

About the position

The Transitions Coordinator at The Management Trust plays a crucial role in managing the onboarding and offboarding processes for homeowners' associations. This position is responsible for ensuring a smooth transition for clients by coordinating various internal departments, providing client support, and overseeing the completion of necessary tasks. The role requires strong organizational skills and the ability to communicate effectively with clients and team members.

Responsibilities

• Oversee the full onboarding process, from initial client engagement through the completion of system and service setup.
• Manage department inbox acting as the main point of contact for clients during the transition period, answering questions, and addressing concerns.
• Ensure proper setup and configuration of HOA accounts, including billing items, assessment schedules, and governing documents.
• Coordinate closely with internal departments (e.g., Accounting, IT, and Property Management) to ensure all onboarding steps are completed on time.
• Provide training and guidance to new clients on system usage and service processes.
• Review and verify that all client information is properly documented and uploaded into the system.
• Develop onboarding timelines and communicate progress updates to clients and internal stakeholders.
• Identify and escalate potential roadblocks or issues that may delay onboarding and work to resolve them quickly.
• Maintain and update transitions documentation to reflect current processes and system changes.
• Provide input on improving the efficiency of the onboarding process and client experience.
• Coordinate and lead onboarding meetings with internal and external clients.
• Jump in to provide support to junior level positions at times of peak volumes to assist with any other team tasks and responsibilities.

Requirements

• Bachelor's Degree or equivalent work experience.
• 2+ years of experience in client onboarding, account management, or customer service in a similar environment.
• Strong organizational and project management skills.
• Excellent written and verbal communication skills.
• Ability to work independently and handle multiple onboarding projects simultaneously.
• Knowledge of HOA management processes and systems preferred.
• Proficient in using client management software, CRMs, and Microsoft Office Suite.

Nice-to-haves

• Knowledge of HOA management processes and systems preferred.