Client Transition & Onboarding Lead

RealManage, LLC; Plano (TX); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life and Disability Insurance

HSA and FSA

Education Reimbursement

401K matching

Employee Assistance Program (EAP)

11 paid Holidays

Job summary

RealManage is seeking an experienced onboarding and client-services professional to plan, execute, and oversee new client integrations for HOAs, condominiums, and master-planned communities. You will coordinate board transitions, provide training to CAM staff and board members, and ensure compliance with association documents, policies, and state statutes.

The role requires strong organizational and communication skills, an associate degree, and CMCA designation with AMS/PCAM being preferred.

Qualifications

• Association management experience required.
• CMCA designation required; AMS/PCAM preferred.
• Associate degree required; Bachelor's degree preferred.

Responsibilities

• Plan, execute, monitor, and close new client integration projects within targeted timeframes.
• Communicate processes, procedures, and status with internal staff and client representatives.
• Develops, coordinates, and attends board transition, intake, and training meetings.
• Aids CAMS and Directors in troubleshooting issues during transition to new accounts.
• Maintains knowledge of state statutes related to association documents, policies, and procedures.

Skills

Customer service

Communication

Organization

Education

Associate degree

Bachelor's degree preferred

CMCA designation required

AMS designation preferred

PCAM designation preferred

Tools

MS Excel

Adobe Acrobat

Job description

RealManage is seeking an experienced onboarding and client-services professional to plan, execute, and oversee new client integrations for HOAs, condominiums, and master-planned communities. You will coordinate board transitions, provide training to CAM staff and board members, and ensure compliance with association documents, policies, and state statutes.

The role requires strong organizational and communication skills, an associate degree, and CMCA designation with AMS/PCAM being preferred.