ASSEMBLY HOA · DIRECTOR OF BUSINESS DEVELOPMENT · SF BAY AREABUILDING A REPEATABLE LOCAL GROWTH ENGINE FOR MODERN HOA MANAGEMENT
01 / 07THE ROLE
SAN FRANCISCO BAY AREA GROWTH

Win communities by making the switch feel obvious and safe.

Own the full business-development cycle from finding the right HOA, to earning trust with the President and Treasurer, to winning the board vote, to handing Operations a community that is ready to transition.

WHAT THE ROLE IS

A local market-builder, not a desk-bound seller.

Assembly's current posting makes this a high-ownership, market-facing role: source opportunities, build board relationships, lead presentations, guide management-company transitions, maintain CRM discipline and partner closely with Operations.

1Source

Find communities with the right size, pain and timing.

2Diagnose

Understand finances, vendors, governance and incumbent gaps.

3Align

Win trust with President, Treasurer and board champions.

4Present

Show the operational difference in a formal board setting.

5Close

Secure the majority vote and signed management agreement.

6Transition

Hand off a clean 30-day onboarding plan to Operations.

HOW I WOULD MEASURE THE JOB

Pipeline quality matters more than raw lead volume.

The KPI set should reward qualified communities, board progression, close speed and operationally healthy handoffs.

Qualified ARR pipelineOpportunity value from communities that fit the ICP and have a real management problem.PIPELINE QUALITY
Board presentationsFormal opportunities that advance from discovery into decision-stage meetings.SALES PROGRESSION
Win rateSigned management agreements from qualified board processes.CONVERSION
Sales-cycle daysTime from qualified discovery to board vote and signature.VELOCITY
Referral-sourced pipelineOpportunities from brokers, attorneys, reserve-study firms and existing boards.CHANNEL LEVERAGE
Unit count wonTotal homes brought onto the Assembly management platform.MARKET SHARE
Clean transition rateSigned communities that enter onboarding with required documents, banking and vendor information organized.HANDOFF QUALITY
CRM accuracyClear next action, board map, timing and transition risk for every active opportunity.OPERATING DISCIPLINE
THE HIRING TRADEOFF

Bring proven BD execution, close the HOA-domain gap aggressively.

The posting asks for direct HOA-management experience. I do not have two years as a community manager, so the case for hiring me has to be stronger elsewhere: complex sales, field business development, multi-stakeholder decisions, program building, CRM discipline and operational handoffs, paired with a fast HOA-learning plan.

WHAT I ALREADY BRING

Commercial execution that transfers immediately.

  • 8+ years in business development and complex technology sales
  • Full-cycle prospecting, discovery, presentation, negotiation and account growth
  • Multi-stakeholder selling across technical and operational buyers
  • Program creation, CRM systems and repeatable GTM process design
  • Field-oriented relationship development and cross-functional handoffs
WHAT I WOULD CLOSE FAST

HOA operating fluency and credentialing.

  • Shadow Assembly managers and onboarding immediately
  • Attend live board meetings, property walks and transition calls
  • Study Davis-Stirling, reserves, assessments, elections and governing documents
  • Begin the CMCA prerequisite / exam path immediately
  • Use weekly Ops review to prevent sales promises from outrunning service reality
CMCA SPRINT

Aggressive six-week target, not a guarantee.

Certification would be pursued in parallel with live market work, subject to prerequisite completion, application processing and exam availability.

WEEK 1Enroll + immerse

Start an approved prerequisite course and shadow Assembly community managers, board meetings and transition calls.

WEEKS 2-3Build operating fluency

Governance, finance, reserves, meetings, risk, maintenance, contracting, CC&Rs and California-specific practices.

WEEKS 3-4Apply + prepare

Submit the CMCA exam application as soon as prerequisites are complete and begin structured exam prep.

WEEKS 5-6+Test as soon as authorized

Book the earliest practical Pearson VUE exam date. Treat six weeks as the target, not a guaranteed administrative timeline.

Decision rule: do not pretend the missing HOA-manager tenure does not matter. De-risk it with direct manager shadowing, structured domain learning, credential progress and tight Operations partnership while proving revenue execution quickly.
NEXTTargeting StrategyFind the right communities, score urgency, and identify the board members most likely to move the decision.