Portfolio Administration Transitions Manager

• Manage Portfolio Lease Administration Transition projects to ensure maximum efficiency and 

delivery of services per contractual obligations: 

• Read the client contract and work with sales team/brokerage team to understand scope, desired timeline and overall expectations for onboarding client to ensure account needs are met while following the scope outlined in the client service agreements 

• Lead all Lease Administration internal and client facing service line meetings 

• Set completion targets and identify the key success criteria 

• Identify and incorporate opportunities to enhance the customer experience 

• Manage the direction, supervision and initial setup process relating to lease 

• Administration including consulting & partnering with technology and ensure successful set up of PLA services including reporting and proactive analytics 

• Coordinate database design aligned to client's desired outcomes and aligned with best practices 

• Oversee the abstraction/migration/validation of leases by the abstraction team 

• Coordinate requests for additional documentation/clarification by the abstraction team to the client, in order to build as complete a database during the transition period as possible 

• Identify, track and report PLA transition progress; identify potential risks and develop mitigation strategies including providing regular updates to client and transition team on progress, alerting them of potential problems or delays 

• Collaborate with other divisions and Client entities including Transaction Management, Facilities Management, Construction/Design, legal, etc. as needed 

• Provide regular feedback to leadership regarding issues, challenges, and areas for additional focus 

• Partner with regional and account leadership to finalize PLA organizational structure 

• Lead the team through transition go live / transformation handover 

• Complete transition billing for Portfolio Administration implementation services for assigned clients 

• Additionally, the Portfolio Administration Transitions Manager will:  

• Coordinate and facilitate the communication channels between the Clients, abstraction 

• personnel and/or subcontractors, quality control coordinators and Client teams 

• Track and ensure completion of all Client and Client Team’s deliverables 

• Provide superior client service to internal and external clients while creating and maintaining trust and strong relationships with team members, leadership, and clients 

• Responsible for overall integrity and ongoing development of the lease administration program including the initial development of playbook for ongoing lease administration 

• Work in a variety of lease administration platforms to deliver lease administration 

• services to Clients 

• Demonstrate initiative and reflect a sense of urgency in daily duties by meeting or improving upon deadlines 

• Lead discussions about current practices, and how future state procedures might be improved via best practices developed through experience/benchmark data with other clients by recommending new approaches, policies, and procedures to drive continual improvements in efficiency of services performed 

• Communicate inefficiencies in existing process and establish new processes to suit client specific needs 

• Generate and deploy integrated best practice playbooks, templates and PLA tools  

• Support internal and change management with client's organization  

• Execute special projects as assigned by senior leadership 

• Support and assist with department and companywide initiatives and ensure company standards are implemented, met, and maintained 

• Stay up to date on the latest industry standards and trends 

Key Competencies  

Demonstrated leadership/management skills 

Strong Customer Service Skills 

Strong Communication Proficiency (oral and written) 

Presentation Skills 

Organization Skills 

Technical Proficiency 

Analytical Skills 

Research Skills 

Detail Oriented 

Interpersonal Skills 

Sense of Urgency 

Priority Setting  

Problem Solving  

Results Driven  

Strategic Thinking  

Education   

• Bachelor’s Degree preferred in any field; business, finance/real estate, accounting ideal 

Additional Eligibility Qualifications 

• 3+ years relevant work experience 

• Ability to read and understand financial statements 

• Strong interpersonal skills 

• Ability to manage multiple high priorities 

• Strong proficiency with MS Office Suite (MS Word, Excel and PowerPoint) 

WORK ENVIRONMENT  

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. 

PHYSICAL DEMANDS 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate with others and exchange accurate information; operate a computer and other office productivity machinery; move about the workplace; remain in a stationary position for 75% of the time; and extend hands and arms in any direction. 

AAP/EEO statement 

C&W provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.  Further, C&W takes affirmative action to ensure that applicants are employed and employees during employment are treated without regard to any of these characteristics.  Discrimination of any type will not be tolerated. 

Other Duties 

This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.