Transition Manager

Description

Cadden Community Management is seeking a highly organized, detail-driven homeowners' associations (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.

Requirements

HOA Onboarding

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

HOA Offboarding

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 Systems & Technology

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

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

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

Support continuous improvement of workflows, checklists, and documentation

Client & Internal Communication

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

Qualifications

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

Preferred Experience

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

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

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Benefits

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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

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