Manage end-to-end migration processes for multi-property portfolios, ensuring timelines, deliverables, and client expectations are met.
Serve as the point of contact for clients during migrations, facilitating communication, addressing concerns, and ensuring a high level of satisfaction.
Partner with internal teams (Operations, Marketing, Treasury, IT, Legal, Training, etc.) to align on requirements, remove roadblocks, and maintain visibility across all stakeholders.
Develop migration timelines, identify dependencies, and adjust strategies as needed to ensure a smooth transition.
Recommend and implement enhancements to migration processes, tools, and templates to drive efficiency and consistency across projects.
Serve as a resource and escalation point for Client Services Specialists (CSSs) assigned to individual tasks within a portfolio migration.
Maintain accurate migration trackers, status updates, and client-facing deliverables, ensuring they are updated in real time for visibility.
Anticipate and address potential challenges before they escalate, coordinating with appropriate departments for resolution.
Understand and manage unique portfolio requirements (e.g., client-specific Yardi instances, banking arrangements, MSAs, and third-party integrations).
Travel Requirement: This position does not require travel.
Requirements
Bachelor’s degree or equivalent experience required.
4–6 years of experience in client services, property management, or transitions.
Experience leading large-scale, multi-property projects preferred.
Proven experience in client services, property transitions, or portfolio migrations, ideally within the multifamily or real estate industry.
Strong leadership skills with the ability to guide cross-functional teams without direct authority.
Exceptional organizational skills, with the ability to manage multiple properties and deadlines simultaneously.
Advanced problem-solving skills with a proactive approach to identifying and resolving challenges.
Excellent communication and interpersonal skills, capable of building trust with both clients and internal teams.
Proficiency in Microsoft Office Suite, SharePoint, Yardi, and CRM platforms.
Ability to work independently and collaboratively in a fast-paced environment.