Transitions Coordinator

Transition Coordinator

Company Profile
The Management Trust is a community association management company dedicated to integrity, trust, and support. As the nation's only 100% employee‑owned firm, we anticipate client needs and empower employees to shape best practices daily.

Position Title
:
Transition Coordinator
Location
:
Irvine, CA
Reporting To
:
Transitions Manager
Status
:
Non‑Exempt, Full‑Time
Salary
: $23.00‑$28.00/Hourly DOE

Employee Owner Position Purpose
As a Transitions Coordinator, you will proactively manage end‑to‑end transitions for homeowners’ associations, coordinating cross‑functional efforts, streamlining onboarding/offboarding, and serving as the primary client contact.

• Oversee the full onboarding process, from client engagement to system and service setup.
• Act as the main point of contact during the transition, answering questions and addressing concerns.
• Set up and configure HOA accounts, including billing items and assessment schedules.
• Coordinate with internal departments (Accounting, IT, Property Management) to ensure timely completion of onboarding steps.
• Provide training and guidance to new clients on system usage and processes.
• Verify that all client information is accurately documented and uploaded.
• Develop onboarding timelines and communicate progress updates to clients and stakeholders.
• Identify and resolve potential roadblocks or issues quickly.
• Maintain and update transition documentation to reflect process changes.
• Offer input to improve onboarding efficiency and client experience.
• Lead onboarding meetings with internal and external clients.
• Provide support to junior staff during peak volumes, performing additional tasks as needed.
• Other duties and special projects as assigned.

Qualifications

• Bachelor’s Degree or equivalent work experience.
• 2+ years of experience in client onboarding, account management, or customer service in a similar context.
• Strong organizational and project management skills.
• Excellent written and verbal communication.
• Ability to work independently and handle multiple onboarding projects simultaneously.
• Knowledge of HOA management processes and systems preferred.
• Proficiency in client management software, CRMs, and Microsoft Office Suite.

Use standard office equipment (computer, phone, copier/scanner, etc.). Be stationary for periods of time and relocate up to 25 pounds. Travel to and from offsite meetings as needed.
Monday‑Friday approximately 8:00 am‑5:00 pm. May require occasional long hours to meet business needs, including emergency availability.

The Management Trust is an Equal Opportunity employer. We celebrate and support diversity.
TMT reserves the right to modify this job description at any time based on business need.