Transitions Specialist

Scope and Purpose

The Transitions Specialist leads the onboarding and offboarding of properties for Zellis, serving as the lead point person for clients, property teams, and internal departments throughout the transition and due diligence process. You make sure that when a property comes onto—or leaves—the Zellis platform, every task is completed on time, every stakeholder knows what to expect, and the client experiences a smooth, professional transition from first impression to final impression.

You interface with every department involved in a transition—operations, accounting, HR, marketing, and systems—and ensure each has what it needs to succeed. You outline to clients and internal teams what to expect, manage client expectations while adhering to Zellis policies and procedures, and proactively address challenges before they escalate. You are a resource for Zellis knowledge across departments and a leader others turn to for guidance on the transition process.

Zellis takes on properties across different asset types, deal types, and markets, and each transition has its own demands. The Transitions Specialist prepares for those differences, keeps accurate data in Yardi Voyager and Monday.com, thinks critically to solve problems under pressure, and continuously improves the transition process by sharing feedback and offering solutions. You help drive onboarding and offboarding decisions based on what will be most successful for the client.

Our Core Values

At Zellis, everything we do is guided by four values that define how we show up—for each other, for our residents, and for our clients.

Driven by Passion: We show up with energy, ownership, and a relentless drive to be better – We care deeply about the work, and it shows. We hold ourselves to a higher standard, take responsibility for outcomes, and push through challenges with determination. Your ownership of every transition—and your drive to give clients the best possible first and final impression—sets the tone for how Zellis is experienced from day one.

Built Smarter: We run toward change and build better systems to stay ahead – We lead the industry by embracing technology, automation, and new ways of working to create smarter, more efficient operations. You use Yardi Voyager and Monday.com to track every transition task, keep data accurate, and continuously reconsider workflows to make the transition process faster and more reliable.

Experience Meets Insight: We combine experience and data to guide smarter decisions – Our clients and residents trust us to do more than manage—they rely on us to think. We bring expertise and turn data into clear, actionable insight. You apply a strong understanding of asset types, deal types, and market differences to prepare for each transition and to make recommendations that help clients and internal teams make confident decisions.

Service Without Compromise: We set a higher standard by anticipating needs and owning every outcome – Every interaction is thoughtful, timely, and intentional. We anticipate needs, communicate clearly, and follow through without exception. You respond promptly to client and team needs, set clear expectations, and own every transition through completion.

Duties and Responsibilities

• Act as the lead point person for clients, brokers, and internal teams during the onboarding and offboarding of each property, responding promptly to any needs.
• Outline to clients and internal team members what to expect during the transition and due diligence process, and manage client expectations while adhering to Zellis policies and procedures.
• Ensure the timely completion of all transition and due diligence tasks for yourself and for every other department involved.
• Oversee property dispositions and due diligence activities, keeping each on schedule and on scope.
• Interface with all departments involved in property transitions, ensuring everything they need for success is provided.
• Deliver the best possible first impression and final impression to clients, and address client issues directly with solutions that align with Zellis policies.
• Proactively identify and address challenges or needs before they escalate, and help drive onboarding and offboarding decisions based on what will be most successful for the client.
• Maintain accurate transition data and project status in Yardi Voyager, Monday.com, and other company systems.
• Review reporting and property management deliverables for accuracy before they are shared with clients or internal teams.
• Assist team members at every level in understanding the transition process and their specific expectations within it.
• Train and support new associates on the transition process and expectations, and step in or notify the appropriate party when a teammate is struggling to meet a deadline so the overall workflow is not disrupted.
• Identify opportunities to improve the transition process within the team and across departments, and share feedback and offer solutions.
• Prepare for differences among asset types, deal types, regions, markets, and operators when transitioning properties in multiple markets.
• Serve as a Zellis knowledge resource to all departments and clients, and connect people with the right resources when a question falls outside your direct oversight.

Competencies

Communication – Communicates respectfully and professionally, verbally and in writing, without errors. Is thoughtful in approach—outlining pertinent information up front so others do not need clarification—and proactively connects with department heads and stakeholders when there are questions or delays.

Client Service – Is comfortable and confident interacting with clients and brokers daily. Manages expectations, communicates client needs to the right stakeholders, and leads the client through transition and due diligence.

Internal Customer Service – Treats internal teams as customers. Reconsiders workflows based on feedback, helps resolve questions, and connects people to the right resources.

Business Acumen – Understands Zellis policies and procedures, asset types, deal types, and regional and market differences, and prepares accordingly.

Role Execution – Ensures timely completion of all transition and due diligence tasks. Maintains accurate data in company systems.

Team Effectiveness & Development – Collaborates with the team and shares feedback to strengthen processes. Trains, mentors, and supports new associates and is seen as a leader and resource.

Problem-Solving – Applies critical thinking and creative problem-solving—identifying root causes, options, and recommendations. Uses good judgment on when to consult others and decides effectively under pressure.

Knowledge, Abilities, and Other Qualities

Strong, general understanding of Zellis policies and procedures.

Strong, general understanding of asset types: conventional, affordable, new development, build-to-rent, and student.

Strong, general understanding of deal types: management change, new development, acquisition, and receivership.

Understanding of differences among regions, markets, and operators, and the ability to prepare for them when transitioning properties in multiple markets.

Familiarity with property management software systems, with proficiency in Yardi Voyager.

Proficiency in Microsoft Office and Monday.com or a similar project management tool.

Ability to review reporting and property management deliverables for accuracy.

Exceptional professional written and verbal communication skills, with the ability to accept feedback and collaborate across departments.

Experience, Training, and Education

• Minimum of 3 years of experience in property management, client services, or a transitions or onboarding role.
• Experience supporting property onboarding, offboarding, or due diligence strongly preferred.
• Experience in multifamily residential property management required; third-party management experience preferred.
• Demonstrated experience interacting with clients, brokers, or ownership groups on a daily basis.
• Experience with Yardi Voyager or similar property management software, and a project management tool such as Monday.com.
• Experience training or mentoring new associates preferred.
• Bachelor’s degree in Business, Real Estate, or a related field preferred, or equivalent professional experience.

Physical Requirements

This position requires the ability to

• Sit for extended periods while working on a computer or attending meetings.
• Communicate effectively in person, over the phone, and through digital platforms.
• Move about the office, including climbing stairs.
• Occasionally lift, carry, push, or pull up to 25 pounds (e.g., office supplies, files, equipment).
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

Driving Requirements

Minimal driving may be required for bank visits, auditor meetings, or occasional property visits.

Note: This job description is not intended to be all-inclusive. The employee may be required to perform other related duties as assigned.