The Management Trust ยท 14 hours ago
TRANSITIONS COORDINATOR
Irvine, CA
Full-time
Onsite
Entry, Mid Level
$23/hr - $28/hr
2+ years expThe Management Trust is a community association management company that focuses on effective management to meet clients' needs. As a Transitions Coordinator, you will manage the end-to-end transitions process for new and offboarding homeowners' associations, ensuring efficient client support and coordination with various departments.
Real Estate
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
Other duties and special projects as assigned
Qualification
Required
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
Proficient in using client management software, CRMs, and Microsoft Office Suite
Preferred
Knowledge of HOA management processes and systems
Company
The Management Trust
The Management Trust is a real estate company that provides community management services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jerry Storage
Chief Executive Officer, Desert Princess HOA & Country Club
William Sasser
Chairman & CEO
Company data provided by crunchbase