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Westward360 · 2 months ago

Client Transition Director

Chicago, IL

Full-time

Onsite

Lead/Staff, Director/Executive

$75K/yr - $85K/yr

3+ years exp

Westward360 is a leader in the Property Management industry, seeking a Client Transition Director to ensure seamless experiences for new clients. This role involves leading client transitions, overseeing internal and external communications, and developing standardized processes for onboarding and offboarding clients.

Real Estate

Responsibilities

Lead and manage all aspects of client transitions, including new acquisitions, new business onboardings, and client offboardings

Oversee timelines, deliverables, and communication across internal departments and external partners to ensure smooth, consistent transitions

Collaborate with internal functional leads—including Owner Services, Accounting, Leasing, and Maintenance—as well as acquired company leadership and client boards

Develop and refine transition playbooks and checklists to create a standardized, scalable process

Coordinate the transfer of accounts, staff, leases, financials, and technology systems for new acquisitions or client onboarding

Serve as the central point of contact for data collection, ensuring teams meet deadlines and deliverables leading up to go-live

Partner with Leasing and Compliance teams to confirm proper licensing and registrations are maintained

Identify risks, troubleshoot issues, and escalate concerns to leadership when needed

Deliver regular progress reports and updates to leadership, highlighting milestones, challenges, and action plans

Qualification

Client transitionM&A integrationProject managementOrganizational skillsCommunication skillsEmotional intelligenceRelationship-buildingStrategic mindset