Transition Manager (PTX92826)

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

Company SummaryRealManage is a leading national community association management company serving homeowners' associations (HOAs), condominium associations, cooperatives, luxury high-rises, municipal utility districts, master-planned communities, and nationally recognized developer and builder clients. RealManage is proud to be recognized on the Inc. 5000 list of America's fastest-growing private companies and ranked among the top firms in the community management industry. We combine experienced people, innovative technology, and proven practices to help communities thrive.At RealManage, The RM Way is our service identity - something we live every day. It provides a shared definition of what great looks like, a common language for coaching and recognition, and a standard every associate can own. It guides how we serve our clients, how we serve each other, and how we grow.Our commitment to an exceptional associate experience is reflected in RealManage being Great Place to Work Certified. We believe exceptional client experiences start with our associates, and we foster a workplace where people are supported, encouraged to grow, and empowered to deliver outstanding service.Join RealManage and be part of a values-based organization where The RM Way shapes how we serve, work, grow, coach, and recognize one another every day - while making the communities we manage stronger because RealManage is there.Our Guiding ValuesRealManage is a values-based company with the following values as our guiding principles:Integrity: we always do the right thing.Respect: for our customers, employees and company; mutual respect is the cornerstone for every RealManage relationship.Selflessness: more than teamwork; we are part of something special and much larger than any of us.Personal Relationships: we are a professional services company; people do business with people they like.Always Improving: never satisfied, always learning, and always growing. At RealManage, we are always getting better.ResponsibilitiesPlanning, executing, monitoring, and closing new client integration projects within targeted timeframesCommunicating process, procedures, and status with internal staff and client representatives while providing recommendations as neededDevelops, coordinates, and attends board transition, intake, and training meetings, creating a layering approach to maintaining positive relationships with board members, and ensuring client retentionReviews incoming information during transition to ensure accuracy and addresses any concerns as appropriateAids CAMS and Directors in troubleshooting specific problems related to transitioning into new accountsDevelops and leads with participatory involvement portfolio CAM team meetings, transition and training meetings, and all team meetingsAcquires and maintains current knowledge of state and regulatory agency statutes as they relate to Association documents, polices, and proceduresPossesses a thorough understanding of plats, ownership, and property rights.Develops and provides oversight and training opportunities to new and existing managers and the BoardsAttend monthly Director, management, and leadership meetings as appropriate.Conduct business at all times with the highest standards of personal, professional, and ethical conductResponsible for compliance with Company guidelines and management operations as they relate to specific procedures listed hereinPlus, other work-related tasks as neededDisclaimerThis description is not intended to be an exhaustive list of duties. Responsibilities may evolve based on Board direction and community needs. Reasonable accommodations may be made to enable qualified individuals to perform the essential functions of this position.Associate's degree required - Bachelor's preferredAssociation management experience and CMCA designation are required, AMS and PCAM preferred.Account management, project management, or new client onboarding/acquisition experience (preferred)Advanced skills in MS Excel and Adobe Acrobat are preferredAbility to quickly learn/adapt to new softwareExcellent customer service skills with written and verbal communicationStrong organizational & multi-tasking skillsAbility to work both independently and in a collaborative team-oriented environmentAbility to adapt to shifting priorities, demands, and timelines through analysis and problem-solvingPhysical RequirementsAbility to sit for prolonged periods at a desk and work on a computer.Ability to occasionally stand, walk, bend, or reach as needed.Ability to lift or move objects up to 10–15 pounds (e.g., files, office supplies).Manual dexterity to operate a computer keyboard, mouse, telephone, and other office equipment.Visual acuity to read printed materials, spreadsheets, and computer screens.Hearing and speech ability to communicate effectively in person, by phone, and in virtual meetings.Ability to work in a standard office environment with moderate noise levels.Ability to work a standard schedule, with occasional extended hours as required.Pay and Benefits$75,000 to $85,000, depending on education and experience.Benefits includeMedical InsuranceDental InsuranceVision InsuranceLife and Disability InsuranceHSA (Required High-Deductible Medical Plan to be eligible)FSAEducation Reimbursement401K matchingEmployee Assistance Program (EAP)11 paid HolidaysEEO & Values StatementRealManage is a values-based, equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.ADA StatementRealManage is committed to providing reasonable accommodation to individuals with disabilities. If you need an accommodation to apply for this position or perform essential job functions, please contact Human Resources at [e-mail].