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Transitions​/Data Management

Job in Richardson, Dallas County, Texas, 75080, USA
Listing for: Associa
Full Time position
Listed on 2026-06-27
Job specializations:
  • Business
    Office Administrator/ Coordinator, Business Administration
  • Finance & Banking
    Office Administrator/ Coordinator, Business Administration
Salary/Wage Range or Industry Benchmark: 45000 - 60000 USD Yearly USD 45000.00 60000.00 YEAR
Job Description & How to Apply Below

With more than 225 branch offices across North America, Associa is building the future of community for nearly five million residents worldwide. Our 11,000+ team members lead the industry with unrivaled education, expertise, and trailblazing innovation. For more than 43 years, Associa has brought positive impact and meaningful value to communities. To learn more, visit

Job Description

The Transitions & Data Management Specialist plays a hands‑on operational role within the Transitions Team, supporting the financial onboarding and offboarding of community associations across North America. This position focuses on executing transition tasks, managing financial data, coordinating documentation, and ensuring accuracy and compliance throughout the transition lifecycle. Candidates must meet Associa’s credit requirements.

Job Responsibilities
  • Execute all tasks related to association transitions in and out, including data collection, validation, and entry
  • Gather, organize, and maintain required financial and operational documents for each transition out and data management request
  • Work closely with CSSC teams, community managers, and other internal departments to ensure seamless transitions out process
  • Identify discrepancies or data issues and resolve them promptly or escrow as needed
  • Follow established workflows, timelines, and service-level expectations for all transitions and data management activities
  • Use internal financial and data systems to input, track, and validate transition information
  • Handle escalated issues or requests from leadership at the Client Shared Services Center and/or Branch
  • Maintain Department Key Performance Indicator (KPI) as required
  • Other duties as assigned
Required Knowledge, Skills, and Abilities
  • Very detail-oriented
  • Excellent written and verbal communication skills
  • Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint) and virtual meeting platforms
  • Clear, professional communication with internal teams and stakeholders
  • Ability to troubleshoot data issues and identify root causes

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

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