Transition specialist job description

The Franchisee Transition Specialist is responsible for franchise transitions (transfers) from day of listing for sale and making an inquiry to purchase (transition) until the onboarding process is completed. This role reports directly to the Associate SVP of Business Development.
CLASSIFICATION: Salaried, Exempt



PRINCIPAL ACCOUNTABILITIES AND ESSENTIAL FUNCTIONS:


This is not a comprehensive list for this position. Tasks and projects may be assigned as necessitated by business demands. These are general functional areas that need coverage:


Diligent attention to customer service and detail to the relationship with the franchise and prospective franchisee until they complete the onboarding process.
Manages list of franchises for sale and schedules licensure consult, if applicable.
Monitors franchisees' progress in accordance with the timeline and checklist.
Schedules routine calls with the seller and the prospective buyer. Manages deadlines in accordance with the transition policy and procedure.
Prepares and maintains an accurate list of all pending transactions and outstanding items.
Reviews the applications and documents for accuracy, identifies and escalates concerns.
Prepares final files and records for internal team review and the board meeting.
Schedules and actively participates on the transition calls. Partners with cross functional partners of the home office to make sure they are prepared to deliver timely onboarding.
Tracks the transaction close dates and tracks the onboarding process.
Completes data tracking form. Maintains information within FranConnect and Wrike.
Prepares report and handoff to the assigned Operations team member.
Prepares pre and post transition metrics.
Process partnership changes in a timely basis
Source potential Franchise owners by identifying prospective owners within requirements and standards


Other Duties:
Please note: this is not a comprehensive listing of the details of the activities, duties or responsibilities that are required of the employee for this job. These may change at any time with or without notice.


REQUIRED JOB KNOWLEDGE AND SKILLS:


Bachelor's degree in a business related field is required; Master's degree or MBA preferred.
A minimum of 5 years of experience in a sales and/or inside sales environment with emphasis on business development and or management consulting. Franchise sales experience is a plus.
Experience reading and interpreting financial statements, problem solving and business deal negotiations strongly preferred.
Ability to deliver a high touch, high customer service experience on a consistent basis across multiple delivery channels - email, telephone and virtual.
Evidence of having navigated interdepartmental projects and managed cross-functional issues or concerns.
Analyzes key reports (Financial projections, Profit and Loss Statements, Business Plans)
Can simplify key business indicators. Track and maximize these indicators to ensure a successful transition process.
Proficient in Microsoft Office Suite or related software.
Excellent organizational skills and attention to detail plus analytical and management skills.
Excellent interpersonal skills with the ability to listen and communicate clearly, fluently and diplomatically in a business setting, oral & written.
Ability to listen and communicate clearly, fluently and diplomatically in a business setting, oral & written. Work independently and proactively with minimal direction and/or supervision.
Ability to plan, organize and prioritize projects and to accurately complete work activities within allotted deadlines while managing interruptions.
Ability to build rapport and relationships within the department and with department managers.
Ability to lawfully work in the U.S.


PHYSICAL/ENVIRONMENTAL DEMANDS:


This is largely a sedentary role; however, some filing is required. This would require the ability to stoop/crouch, crawl, and bend or stand as necessary.
Must be able to properly operate office equipment.
Must be able to maintain verbal and written communication with co-workers, leadership team, supervisors, vendors and all business associates within or outside the company.
All of the above demands are subject to ADA requirements.

Develop and implement transitional services for special education students that are focused on social, intellectual, and vocational growth. Secure person-centered, community-based learning and employment opportunities for students transitioning out of educational settings. Serve as a vocational mentor, social coach and community advocate while promoting preparation for a paid career.
Essential Functions

* Conduct comprehensive person-centered analysis of the person's history, interviews with family, friends and staff, observing the person performing work skills and career research in order to determine the person's career interests, talents, skills, support needs and needs for potential accommodations.
* Collaborate with community businesses to develop and coordinate paid and unpaid work experiences for students and adults with disabilities; observation of person and assessment of their interpersonal skills, work behaviors and vocational skills related to employment position.
* Coordinate, implement, coach and assess individuals' vocational skills, interests and abilities through job observations, job shadowing, tours of various work environments, and work experience activities for discovery and assessment.
* Facilitate conversation between students and employees at various job sites to develop natural supports, interpersonal skills and to learn about various types of skills needed to be hired in a given field.
* Provide training and assistance on locating and reading job descriptions, encouraging participation in career exploration process, and identifying labor market trends.
* Assist students with developing and improving communication skills for the workplace, requesting assistance, developing and maintaining professional relationships, problem solving, manners in the workplace, active listening, and understanding the work culture through classroom-based learning and through experiential learning in the community.
* Help students identify, learn and communicate job competencies required for vocational areas of interest. Compare students actual performance to that of a skilled worker within that field, implementing a person-centered plan to develop the necessary skills for employment.
* Provides job development and job coaching services to individuals with disabilities using a person-centered approach with focused intent and respect.
* Assist the individual with understanding a career ladder and provide assistance with developing a career plan for future personal and vocational growth.
* Job development: promote the program to new employers, advocate for the students supported. Assist with resume writing and interviewing skills.
* Job coaching: learn and teach a wide variety of job tasks, serving as an advocate and liaison between the school, students and the employer. Assess students' needs on the job site as they arise, implementing strategies to resolve needs or issues.
* Establishes a Task Analysis for individuals who are struggling to adhere to the assigned job tasks, need additional supports to learn and master the task, etc.
* Schedules and attends required visits according to program requirements, outside of school hours when applicable.
* Writes and maintains case notes and records visits, contacts, and overall vocational development and progress.

General Requirements

* Bachelors or Associates Degree preferred in special education, psychology or a related field.
* ACRE Certification preferred.
* One years' relevant experience supporting people with intellectual and developmental disabilities.
* Valid Driver's License, vehicle inspection, registration and insurance.
* Location: West Warwick

What we offer you

* Pay Rate: $19.00 hourly
* Platinum Plan Benefits (Up to $20K)

BCBS Health Insurance (HMO & PPO Plans), Remarkably low bi-weekly employee contributions; Delta Dental Insurance; Health Reimbursement Account (HRA); Agency sponsored life insurance; 401K Retirement Plan; Vacation time; Sick time; Tuition Reimbursement up to ($2,400 a year); Voluntary Benefits: Vision Insurance, Aflac Insurance (Accident/Cancer/Life); Pet Insurance; Identity Theft Insurance; Employee Assistance Program (EAP); Career Development; Employee Health and Wellness events, Employee Discounts and more!

EEO

Margate, FL, USA

Req #375

Monday, October 3, 2022

Centers Plan for Healthy Living's goal is to create the ultimate healthcare experience that provides our members, their families, healthcare decision makers, and general caregivers with the guidance and plans they need for healthy living.

SUMMARY:

The Transition of Care Specialist is responsible to assist in a safe and effective discharge of members from the hospital setting to the community. The Specialist serves as a bridge between professional staff in the care setting (i.e. hospital, physician, social worker and nurse). The Transition of Care Specialist provides information and guidance and care coordination for effective care transition from hospital to community.

DUTIES AND RESPONSIBITIES:

+ Conducts telephonic assessment of members status and discharge plans with hospital(s).

+ Evaluates discharge plan and appropriateness of discharge status, in coordination with CM department.

+ Serves as a guide to the hospital discharge planner to promote better understanding of healthcare issues and ongoing care needs the member may have.

+ Evaluates/reviews discharge summary/homecare needs and support systems to formulate a plan that will lead to, appropriate referral(s) to community or other programs (i.e. Hospice, Palliative care, home care services) as appropriate.

+ Engages with Care management team as needed to collaboratively work on members discharge needs (if applicable).

+ Completes required documentation in a timely manner.

+ Other duties as assigned.

QUALIFICATIONS:

+ MSW degree preferred

+ Some knowledge of Case Management in a health care setting, experience in a MLTC, Managed Care, Home Care or Community Health Setting preferred

+ Excellent interpersonal, verbal and written skills.

+ Able to communicate effectively on the telephone.

PHYSICAL REQUIREMENTS:

The physical demands described here represent those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to stand; walk; and use hands to finger, handle, or feel objects, tools, or controls. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job involve normal vision.

Centers Plan For Healthy Living is committed to leveraging the diverse backgrounds, perspectives and experiences of our workforce to create opportunities for our employees and our business. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or any other characteristic protected by law and will not be denied employment.

Other details

+ Pay Type Salary

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+ Margate, FL, USA