TRANSITIONS COORDINATOR

The Management Trust is a community association management company dedicated to building and maintaining communities with integrity, trust, and proactive support. As the only 100% employee-owned community management firm in the nation, we empower our team to help shape best practices and grow our business.

About the role

As a Transitions Coordinator, you will manage the end-to-end transitions process for new and offboarding homeowners' associations. This proactive, hands-on role involves coordinating cross-functional efforts, streamlining onboarding and offboarding, and delivering high-level client support. You will serve as the primary point of contact for clients, ensuring all transition tasks are completed efficiently and accurately.

Responsibilities

• Oversee the full onboarding process, from initial client engagement through system and service setup completion.
• Manage the 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 timely completion of all onboarding steps.
• 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.
• Support junior team members during peak volumes by assisting with team tasks and responsibilities.
• Perform other duties and special projects as assigned.

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.

Essential Functions

• Use standard office equipment, including computer, phone, copier/scanner, etc.
• Remain stationary for extended periods.
• Lift up to 25 pounds.
• Travel to and from offsite meetings.

Pay

$27.00–$33.00 per hour, based on experience.

Schedule

Monday–Friday, approximately 8:00 AM–5:00 PM. Occasional long hours may be required to meet business needs, including availability for emergencies.