Transition Manager

Description

Cadden Community Management is seeking a highly organized, detail-driven Homeowners Association (HOA) Transition Manager to oversee the onboarding and offboarding of homeowners' associations. This role owns the full transition lifecycle, ensuring a professional, well-documented, and seamless experience for Boards, internal teams, and stakeholders. The ideal candidate is confident using CRM and project management software (Zoho or similar), learns new systems quickly, and thrives in a fast-paced, process-driven environment.

Manage all new HOA transitions from contract execution through operational stabilization.

Build and track detailed transition plans, timelines, and task assignments.

Coordinate with Accounting, Community Management, Compliance, and Leadership teams.

Collect, review, and validate governing documents, financials, contracts, and records.

Proactively identify and resolve risks or missing information.

Lead the structured offboarding of HOA clients transitioning away.

Coordinate the timely transfer of association records, financials, and data.

Ensure compliance with contract terms and statutory requirements.

Reconcile accounts, close files, and document completion in CRM systems.

Support leadership in minimizing disruption and reputational risk.

Confidently use CRM and project management platforms (Zoho or equivalent).

Maintain accurate, real-time documentation of tasks, milestones, and communications.

Learn and utilize HOA specific software for association setup, configuration, and closure.

Support continuous improvement of workflows, checklists, and documentation.

Serve as a professional point of contact for Boards, developers, and vendors.

Set expectations, communicate timelines, and provide proactive updates.

Ensure smooth handoffs to Community Managers or outgoing stakeholders.

Experience managing projects, transitions, implementations, or onboarding/offboarding processes.

Strong confidence using CRM and project management software (Zoho preferred).

Ability to quickly learn and adapt to new software systems.

Exceptional organization, attention to detail, and follow-through.

Strong written and verbal communication skills.

Ability to manage multiple priorities and deadlines simultaneously.

HOA, property management, financial services, or professional services background.

Familiarity with HOA governing documents, financial statements, and compliance requirements.

Medical, dental, and vision insurance.

Paid time off (PTO) and paid holidays.

401(k) retirement plan.

Professional development and training opportunities.

Collaborative, team-oriented work environment.

Opportunity for growth within an expanding organization.