Transition Specialist

C&W Services (S); St. Louis (MO); On-site; USD 60,000 - 75,000; Full time

Job summary

C&W Services (S) is seeking a Transition Specialist to guide onboarding and offboarding for multifamily properties. You will lead cross-functional teams, coordinate with regional managers, accounting, HR, and vendors to ensure accurate data and a positive client experience.

The role emphasizes organization, communication, and problem-solving to manage multiple transitions simultaneously while maintaining data integrity across systems.

Qualifications

• Bachelor's degree required or equivalent combination of education and experience.
• At least 3 years of relevant experience in property management or related field.
• Experience with multifamily real estate and basic accounting knowledge preferred.
• Proficient with Word, Excel, Outlook and general office software.
• Ability to interpret complex real estate terminology and data.
• Strong time management, organization, and communication skills.

Responsibilities

• Plan, analyze and complete onboarding and offboarding tasks for Multifamily property assignments.
• Coordinate communication among regional managers, client accounting, HR, and external providers.
• Deliver a positive client experience during onboarding and offboarding.
• Identify transition needs and design workflows with internal partners and clients.
• Serve as knowledge hub for transition-related questions and data integrity across platforms.
• Assist in reviewing pipeline, pricing, and notification processes affecting financial planning.
• Present to clients during pitches and updates.

Skills

Time management

Communication skills

Detail oriented

Interpersonal skills

Problem solving

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Job Title

Transition Specialist

Job Description Summary

POSITION PURPOSE

Provide additional value to our clients, both internal and external, by verifying the transition process cross functionally has been followed and all transition tasks for each individual assignment has been completed. Lead and command the internal and external clients through the transition process with exceptional organization, communication, and rationale to provide a comprehensive and positive experience.

Job Description

ACCOUNTABILITIES

May be responsible for one or more of the following:

• Plan, analyze and complete all required tasks of onboarding and offboarding newly awarded Multifamily property management assignments with minimal guidance and/or supervision using department tools
• Lead communication among regional property managers, client accounting, corporate accounting, human Resources, technology & data solutions, ancillary services team, conversion team, external service providers, and clients involved in the property transition
• Deliver a positive client (internal and external) experience during onboarding and offboarding
• Identify unique transition needs and utilize critical thinking skills to plan and outline the best workflow to accommodate internal partners and external clients
• Serve as knowledge hub for both external clients and internal partners for all aspects of property transitions
• Operate with the highest data integrity across all platforms in a timely and efficient manner
• Understand parameters in place for quality assurance as well as the ability to self-audit
• Review new opportunity pipeline, pricing, and notification process with thorough understanding of impact of accurate and timely data for financial planning, project creation, and national statistics
• Excellent written and verbal communication with all internal partners and external clients across all platforms
• Collaborate with team members and fully align with the delineation of duties to complete all required tasks and deliverables
• Ability to discern a high-risk task or deliverable and the knowledge of timing and who to best elevate issues to
• Effectively lead and manage multiple transitions all at various stages of completion simultaneously at an elevated level of data integrity and service to internal partners and external clients
• Identify areas of improvement needed on internal processes for onboarding and offboarding and provide solutions for process change and technology solutions to improve accuracy and efficiency
• Participate in regular touch bases with your manager to facilitate personal and department goals, work through challenging transitions and enhance the culture of the team through personal development
• Promote consistent best practices for property transitions by sharing learned experiences with the team as well as update internal process documents or suggesting improvements to workflows
• Collaborate with account managers RVPs (Regional Vice Presidents), and RPMs (Regional Property Managers) to field questions, establish solutions, and create/improve tools
• Serve as a change champion and remain flexible
• Maintain expertise and resolve all property management issues and questions around property onboarding and offboarding
• Ability to lead, create, assign deliverables and outline timing projections for ad hoc projects
• Interpret complex revenue and expense categories as it relates to client invoicing - including but not limited to payroll reimbursement, fee revenue, due from client expenses
• Understand and communicate employee allocations and related Workday work tags
• Promote and monitor compliance requirements for both SOC controls, SOX controls, and property operations
• Deliver presentations to clients during pitches

MINIMUM REQUIREMENTS

• Bachelor's degree
• 3+ years of relevant experience
• Or any similar combination of education and experience
• Experience in multifamily real estate and basic accounting knowledge, including understanding Property Management function (preferred)
• Proficiency with Microsoft Office products, including Word, Excel, and Outlook
• Ability to understand and interpret complex real estate terminology
• Effective and efficient time management skills
• Detail oriented, organized, and thorough
• Proven record of providing excellent internal and external customer service
• Excellent interpersonal skills with high initiative, flexibility, and team approach to work
• Excellent oral and written communication skills to include ability to create and hold presentations

PHYSICAL REQUIREMENTS

• Involves work of a general office nature; typically includes extended periods of sitting and/or operation of a computer for up to 8 hours
• May involve periods of standing, such as operating at a copier/fax/scanner
• Regularly required to talk, hear, and use hands and fingers to write and type
• Ability to speak clearly so others can understand you
• Regularly required to utilize vision abilities, allowing reading of printed material, graphics, and computer displays
• Abi