Transition Manager

Role Overview

The Transition Manager, Lease Administration, is responsible for managing Lease Administration client implementations, client and vendor relationships, centralizing, establishing and producing schedules, reports and communication plans, as well as process flow for new or expansion of business.

• Manage multiple projects concurrently.
• Track and manage project team’s accountability to scope, schedule, and budget for transitions.
• Provide quality control within the database to identify errors and inconsistencies during the onboarding phase.
• Create, edit, and run reports in most Lease Administration databases.
• Mentor and train junior transition resources on key duties.
• Interpret complex commercial lease language and attend to details.
• Oversee lease abstraction, translation and quality control process for transition projects.
• Maintain evergreen templates and develop account processes, procedures and playbooks inclusive of RACI chart.
• Ensure timely and accurate abstraction or input of all rental obligations related to leases during onboarding phase.
• Understand client business objectives, real estate portfolio strategy, and service expectations.
• Maintain a thorough understanding of client agreements for team accounts including boundaries of scope of work, fee structure, billing frequency and payee information.
• Ensure this information has been correctly entered into Work Trac.
• Program manage delivery of transitions to include project timelines, gant charts, risk and mitigation strategies, action tracking, meeting agendas & minutes, etc.
• Conduct regular meetings and reviews with clients.
• Develop strong client governance programs such as reporting cadence, communication methods, business reviews during transition.
• Prioritize strong service delivery and client relationships.
• Manage client escalations and ensure timely resolution of issues during transition.
• Ensure global team delivery of services.
• Support RFI and RFP response development including pricing, presentation decks, etc.
• Participate in presentations to new or existing clients for new business pitches.
• Manage assignments and delegation of database management tasks to global team members.
• Establish weekly calls and ongoing internal communications cadence with global lease admin account team members to review work, discuss outstanding issues and determine appropriate actions.
• Prepare and lead with impactful communication and professional presence.
• Foster effective communication and demonstrate professional presence, actively engaging with all team members to promote a collaborative environment.
• General understanding of AI technology and openness to adapting to the evolution of technology.
• Oversee the abstraction or input of rental obligations related to leases and all other important lease information as stipulated by client abstraction standards.
• Provide final QC for abstraction process as may be required for assigned transition accounts.
• Demonstrate working knowledge of Colliers
  360, dashboards, Work Trac, etc.
• Oversee data migration from legacy systems and target systems, data mapping, ETL processes or reconciliation between tools.
• Provide training for lease administration systems and dashboards.
• Ability to review recovery clauses, set up recovery pools, calculate actual recovery expenses for each tenant, and review caps, base years, and non‑standard exclusions.
• Develop initial monthly rental payment schedules.
• Assist with monitoring, reviewing and approving all Rent, CAM, Operating Expense, Tax and Insurance payments to Landlords, including reviewing leases to insure accuracy of all charges.
• Review and validate Consumer Price Index adjustments as provided in legal documents.
• Maintain file systems, including the data integrity of initial information uploaded to the database application used for tracking all Tenant and Lease related data specific to the initial set up of a new account during transition.
• Maintain client transition financial forecasts for internal tracking and budgeting.
• Confirm and approve monthly client billing.
• Ensure that all pass‑through expenses are billed in accordance with contract and internal process for transitions.
• Track A/R…