Top 46 Transition specialist Jobs in Plano Tx

Transition Coordinator - NDP
Cain Watters & Associates, LLC —Frisco, TX
- $25 - $30 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Urgent Care
- Paid parental leave
- Health savings account
Quick Apply
Veterans Transition Specialist- College Credit for Heroes (Grant Funded)
Collin County Community College —Wylie, TX
- $47,840 - $58,344 a year
- Full-time
- Mid-level
- University
- Criminal background check
5d
Care Transition Navigator
Methodist Health System —Dallas, TX
- Full-time
- Mid-level
- Master's degree
- Bachelor's degree
SkillBridge Military Transition Program, Information Security Engineer - Trainee
Equinix —Dallas, TX
- Full-time
- Military
- System design
- Java
Pediatric Transitional Nurse – Registered Nurse (RN) / Licensed Vocational Nurse (LVN)
Angels of Care Pediatric Home Health —McKinney, TX
- $30 - $36 an hour
- Weekends as needed
- Bilingual
- CPR Certification
- Nursing
- Wellness program
- Health savings account
Quick Apply
Transition Specialist - Community Support Specialist
Greystar Real Estate Partners LLC —Dallas, TX
- Email
- Mid-level
- Fair chance
- Paid parental leave
- Paid holidays
2h
Transitional Care Liaison
Reliant Rehabilitation —Plano, TX
- $80,000 - $85,000 a year
- Microsoft Excel
- Microsoft Outlook
- Marketing
Payer Relations Onboarding & Transitions Specialist
U.S. ORAL SURGERY MANAGEMENT —Irving, TX
- $25 - $26 an hour
- Call employer
- Surgery
- English
- Mid-level
9d
Care Transition Coordinator - Hospice Sales
VitalCaring Group —Plano, TX
- Skilled nursing facility
- Marketing
- Hospital
- Continuing education credits
- Health savings account
DFCA Transitional Case Manager
Buckner International —Dallas, TX
- Weekends as needed
- Ability to walk for extended periods
- Mid-level
- Driver's License
Quick Apply
Life Skills Coach-Transition Academy
29 Acres Inc —Little Elm, TX
- From $18 an hour
- Part-time
- Classroom
- Clean driving record
- Pass drug screening
Quick Apply
Transitions Partner
Cetera Financial Group —Dallas, TX
- $55,000 - $101,000 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor of Science
- English
- Paid parental leave
- Paid holidays
Transitional Pathways Aide
Coppell ISD —Coppell, TX
- Classroom
- Microsoft Excel
- Microsoft Outlook
Property Transition and Compliance Associate
Advanced Asset Management LLC —Forney, TX
- Full-time
- Mid-level
- 3 years
- Ability to climb stairs
Quick Apply
1d
Special Education Teacher - High-school self-contained classroom and Transition Program
Behavior Network —McKinney, TX
- Rotating shift
- School experience
- Classroom
- HIPAA
Quick Apply
Care Transition Manager, Social Worker - Full time, Days
Texas Health Resources —Dallas, TX
- Email
- CPR Certification
- BLS Certification
- Licensed Clinical Social Worker
- Paid parental leave
- Loan repayment program
20h
Care Transition Navigator
VitalCaring Group —McKinney, TX
- LVN
- RN License
- Hospital
- Continuing education credits
- Health savings account
7d
Transition Academy Teacher
29 Acres Inc —Little Elm, TX
- From $63,500 a year
- Full-time
- Classroom
- Clean driving record
- Teaching Certification
- Dental insurance
- Paid time off
Quick Apply
11d
Special Education Aide - Transitional Pathways (2026-2027)
Coppell ISD —Coppell, TX
- Classroom
- Microsoft Excel
- Microsoft Outlook
Lead Transition/ Primary Montessori Teacher
Applebee Montessori Academy —McKinney, TX
- Full-time
- Classroom
- Mid-level
- Mentoring
Quick Apply

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transition specialist jobs near plano tx

Transition Coordinator - NDP

Cain Watters & Associates, LLC -
Frisco, TX

Quick Apply

Job Details

Full-time
$25 - $30 an hour

Benefits

Paid parental leave
Health savings account
Paid holidays
Disability insurance
Health insurance
Unlimited paid time off
Dental insurance
401(k)
Parental leave
Vision insurance
Life insurance

Qualifications

Optimizing workflow processes
Project reporting
Confidential information handling
Microsoft Excel
Office activity coordination
Client onboarding
Microsoft Outlook
Referral-based lead generation
Webinars
Phone communication
Copy machines
Sales referrals
Operations coordination planning
Client file management
Mid-level
Legal client correspondence writing
Finance
Administrative experience
Managing clients in a customer support role
Client invoicing
Salesforce Cloud
Continuous improvement
Task prioritization
Fax machines
Decision making
Sales management systems proficiency
Organizational skills
Client acquisition
Management reporting
Business Administration

Full Job Description

Summary/Objective

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.

Essential Functions

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

Education and Experience

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

Travel

No travel is expected for this position. Travel to speaking events or exhibits may be offered if desired after sufficient experience.

Work Environment

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

Physical Demands

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.

Position Type and Expected Hours of Work

This is a full-time, non-exempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours is allowed based on management’s approval and required based on client/workflow needs. This role offers a hybrid work arrangement; 2-3 days in-office presence is required. Additionally, an in-office presence is expected for training, team meetings, or as other business needs dictate.

Job Compensation & Benefits
Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.

Compensation
Minimum: $25.00 - Maximum: $30.00/hour USD

Benefits

Heavily subsidized medical insurance options

Generous employer HSA contributions

100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health

Dental and Vision plans

Unlimited PTO

Organization-paid holidays, including an extended Winter Break

Safe Harbor 401k Plan

Employer-paid professional dues, licenses, and renewals

Continuing Education resources

Family Planning Assistance Program and Paid Parental Leave

Subsidized fitness programs

CWA has consistently been recognized from rating services and publications such as:

INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)

Top Workplaces - Financial Services (2024)

Top Workplaces - Culture Excellence (2024)

Accounting Today - Top Firm by AUM (2024)

USA Today - Top Workplaces (2024, 2025)

Accounting Today - Top 100 Firms (2022, 2023)

Forbes America's Best Tax & Accounting Firms (2022, 2023)

INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)

Dallas Morning News - Top Workplace (2022, 2023)

Accounting Today - Beyond Top 100: Firms to Watch (2020)

Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)

INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)

INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)

Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at [email protected]. Your concerns will be handled with the utmost confidentiality and care.

Quick Apply

Refine Your Search

transition specialist jobs in plano tx

Transition Coordinator - NDP

Veterans Transition Specialist- College Credit for Heroes (Grant Funded)

Care Transition Navigator

SkillBridge Military Transition Program, Information Security Engineer - Trainee

Pediatric Transitional Nurse – Registered Nurse (RN) / Licensed Vocational Nurse (LVN)

Transition Specialist - Community Support Specialist

Transitional Care Liaison

Payer Relations Onboarding & Transitions Specialist

Care Transition Coordinator - Hospice Sales

DFCA Transitional Case Manager

Life Skills Coach-Transition Academy

Transitions Partner

Transitional Pathways Aide

Property Transition and Compliance Associate

Special Education Teacher - High-school self-contained classroom and Transition Program

Care Transition Manager, Social Worker - Full time, Days

Care Transition Navigator

Transition Academy Teacher

Special Education Aide - Transitional Pathways (2026-2027)

Lead Transition/ Primary Montessori Teacher

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