> Markdown version of [/jobs/ext/575596-transition-coordinator-ndp](https://www.wearedevelopers.com/jobs/ext/575596-transition-coordinator-ndp). Every page supports `.md` or `Accept: text/markdown`. Links point to the HTML versions so they work for humans too. Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Transition Coordinator - NDP - **Company:** Cain Watters and Associates - **Location:** Frisco, TX, United States - **Experience:** Experienced - **Salary:** $52,000.0 - $62,400.0 - **Contract:** Permanent contract - **Skills:** Microsoft Word, Microsoft Excel, Asana, Microsoft Outlook, Salesforce.Com - **Published:** June 21, 2026 - **Apply:** https://www.indeed.com/viewjob?jk=6df760d99d6aa95f ## About the Role Do you have experience in monday.com?, * Minimum 2 years of administrative work experience within the financial or dental industry highly desired * Proficiency in Microsoft Office software including Word, Excel, and Outlook required * Education in Business Administration, Accounting, Finance, or related field preferred * Experience with Salesforce CMS and Monday.com preferred * Excellent verbal and written communication skills and strong interpersonal skills * Ability to prioritize and manage multiple tasks within compressed times and seek supervisory assistance as appropriate * Strong organizational skills, attention to detail, and sound decision-making abilities * Self-motivated; a strong sense of ownership and involvement is critical, This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary. ## Description The Transition Coordinator is the first point of contact for potential leads and is responsible for collecting information from clients and potential clients to support both buyer and seller consulting, listings, and valuations of NDP as well as providing administrative support to the team and various responsibilities within the business unit., * Serve as primary client contact for all incoming inquiries from prospective clients via phone and email * Respond to, track and follow up on leads from multiple sources (including collaboration with referral partners/sources) to support client acquisition and business growth * Prepare and manage engagement letters, invoicing, and related follow-up activities * Coordinate initial client onboarding, including client document intake, organization, secure portal coordination and scheduling consultations * Support process improvement and team projects as needed * Plan and execute webinars and live speaking engagements to support business development Responsibilities and Duties * Serve as the primary point of contact for clients, responding to inquiries and facilitating initial introductions * Coordinate client onboarding, including document collection, consultation scheduling, secure portal setup and handling confidential information with discretion * Prepare and manage engagement letters, invoicing, and regular reporting for leadership and team insights * Build relationships with prospective clients and referral partners, and assess alignment with NDP's services * Coordinate and track referral introductions while supporting business development initiatives and speaking engagements * Support team operations through timely client follow-up and problem-solving * Contribute to operational efficiency through process improvements and cross-functional collaboration ## Related Videos - [Developing the Rich Text Editor for DeepL.com](https://www.wearedevelopers.com/videos/1172-developing-the-rich-text-editor-for-deepl-com) - [A Founder's Journey : From Startup Chaos to Purposeful Growth](https://www.wearedevelopers.com/videos/1926-a-founder-s-journey-from-startup-chaos-to-purposeful-growth) - [Beyond the 9–5: Designing Work Around Humans](https://www.wearedevelopers.com/videos/1321-beyond-the-9-5-designing-work-around-humans) - [Developers don't need onboarding, do they? The balance between corporate culture and day-to-day project work.](https://www.wearedevelopers.com/videos/1063-developers-don-t-need-onboarding-do-they-the-balance-between-corporate-culture-and-day-to-day-project-work) - [Neuroinclusion: The Future of Work Starts in Your Meeting Room](https://www.wearedevelopers.com/videos/1804-neuroinclusion-the-future-of-work-starts-in-your-meeting-room) ## Related Articles - [Should Tech Managers Be Developers First? Pros and Cons](https://www.wearedevelopers.com/magazine/327-should-tech-managers-be-developers-first-pros-and-cons) - [From developer to manager – what does it take to become an engineering manager?](https://www.wearedevelopers.com/magazine/42-from-developer-to-manager-what-does-it-take-to-become-an-engineering-manager) - [Promotion Interview Questions: How to Answer and Get the Job](https://www.wearedevelopers.com/magazine/413-promotion-interview-questions-how-to-answer-and-get-the-job) - [5 Step Guide to Managing New Job Expectations](https://www.wearedevelopers.com/magazine/343-5-step-guide-to-managing-new-job-expectations) - [Why Attend a Developer Event in 2026?](https://www.wearedevelopers.com/magazine/688-why-attend-a-developer-event-in-2026) - [Mastering Remote Work: Tips for Developers](https://www.wearedevelopers.com/magazine/558-mastering-remote-work-tips-for-developers)