Transition Manager

Job Description

Job Description

Job Title: Transition Manager

Department: Operations / Transitions

Reports To: Director of Operations

Position Summary

The Transition Manager is responsible for managing the successful onboarding and offboarding of community associations, ensuring that each transition is organized, timely, compliant, and properly communicated across all departments.

This position serves as the primary operational coordinator between Property Management, Accounting, IT, HR, Operations, and the community association throughout the transition process.

The Transition Manager also owns assigned CRASH/offboarding activities, maintains transition-related SOPs and forms, trains Transitions Coordinators and new team members, and provides support to the Director of Operations when needed.

Key Responsibilities

1. New Association Onboarding

• Manage the complete onboarding process for newly acquired associations from contract execution through operational handoff.
• Develop and maintain transition timelines, checklists, and accountability trackers.
• Coordinate with Property Management, Accounting, IT, HR, Banking, Insurance, Legal, and other departments.
• Ensure all required association records and documentation are requested, received, organized, and properly stored.
• Coordinate system setup within CINC, HomeWise, SharePoint, Monday.com, and other required platforms.
• Confirm banking, financial, vendor, homeowner, insurance, contract, and governing-document information is received.
• Track outstanding transition items and escalate delays.
• Coordinate introductory meetings and transition calls with Boards and internal teams.
• Ensure assigned CAMs and Regional Directors have the information necessary to assume responsibility for the community.
• Conduct a final transition review before moving the association into normal operations.

2. Offboarding / CRASH Responsibilities

• Own the CRASH/offboarding process for assigned portfolio companies.
• Coordinate association terminations from receipt of notice through final transfer of records.
• Establish offboarding timelines and assign responsibilities.
• Coordinate with CAMs, Regional Directors, Accounting, IT, Legal, and other departments.
• Ensure records are transferred accurately and within required contractual and statutory timeframes.
• Track final financial reporting, bank transitions, owner records, vendor information, contracts, and association documents.
• Ensure system access and association information are appropria