Client Onboarding Specialist

The Onboarding Specialist is responsible for ensuring a smooth transition when a new association begins management services. Their tasks are front-loaded and focused on gathering, organizing, and setting up essential information for the Community Management Team for effective oversight. Onboarding responsibilities end once the setup tasks are completed, and the day-to-day management is fully transferred to the Property Manager (CAM) and Assistant Property Manager (ACAM).

Duties & Responsibilities:
- Data Collection: Gather association documents from the outgoing manager or board for onboarding.
- Vendor Coordination: Distribute vendor packets with billing updates, VIVE registration, and invoice procedures.
- Board Information: Compile board member contact details and provide regular transition updates.
- Community Welcome: Send welcome communications covering payments, contacts, and emergency procedures.
- Setup & Configuration: Initiate VIVE setup and notify t...