Leasing Operations Specialist

Doxa; Philippines; Remote; PHP 600,000 - 900,000; Full time

Job summary

DOXA is seeking a Leasing Operations Specialist in The Philippines (remote) to manage lease commencement and billing workflows, validate data, and support multiple stakeholders across leasing lifecycle. You will handle DocuSign envelopes, maintain CRM data, and develop dashboards using Excel and Power BI.

The role requires 2–5 years in account management or data analytics, strong English communication, and an eagerness to leverage AI tools in a fast-paced, remote setting with international teams.

Qualifications

• Education: Bachelor’s degree in Business Administration, Information Systems, Data Analytics, or related field; equivalent work experience may be considered.
• Experience: 2–5 years in account management, customer experience, or data analytics; experience with CRM platforms.
• Skills: Proficient in Microsoft Office Suite; strong written and verbal communication; ability to interpret AI-driven insights and make sound decisions; eager to adopt AI tools.
• Characteristics: Detail-oriented, organized, and able to work in a fast-paced, tech-driven environment; proactive in learning AI solutions.

Responsibilities

• Own the full Lease Commencement and Billing Statement workflow; generate and validate PO Quotes; perform financial validations.
• Prepare, issue, and track DocuSign envelopes for leasing documents; ensure CRM linkage and data accuracy.
• Maintain account, contact, location, and asset hierarchies in Creatio; merge duplicates and provide remediation guidance.
• Build, maintain, and distribute dashboards and reports using Excel, Power BI, Streams, and CRM tools; provide data insights to leadership.
• Fill operational gaps across AM, CX, EOL, AR, Vendor Management, and BT; support compliance uploads and KPIs reviews.

Skills

Analytical thinking

Data analytics

CRM experience

Communication skills

AI tools adoption

Education

Bachelor’s degree in Business Administration, Information Systems, Data Analytics

Tools

Creatio

DocuSign

Power BI

Excel

Job description

At DOXA, we are dedicated to connecting businesses with top-tier talent across various industries. Our mission is to deliver innovative solutions that drive exceptional outsourcing services, enabling companies to expand their teams and grow their operations seamlessly.
What sets DOXA apart is our commitment to fostering a vibrant and supportive team culture. Join us and be part of a culture that prioritizes your happiness and well-being, ensuring you thrive both personally and professionally.

The Role:
We’re seeking a Leasing Operations Specialist. This role is designed for someone with strong analytical capability, systems fluency, and attention to detail who can operate independently while supporting multiple stakeholders across the leasing lifecycle.
You’ll play a key role in ensuring data accuracy, documentation readiness, financial validation, and workflow continuity across Account Management, Client Experience, Portfolio, Accounts Receivable, Lease Administration, Vendor Management, Business Transformation, and Sales.

Location: Must be in The Philippines – Remote.
Environment: Philippines and International Teams.
Language: Advanced English (B2+ - C1).
Timezone: Monday to Friday – 7:30 AM – 4:30 PM PST.
Contract: Full Time

Requirements:

• Education: Bachelor’s degree in Business Administration, Information Systems, Data Analytics, or any related field; equivalent work experience may be considered.
• Experience: 2-5 years of experience in account management, customer experience, or data analytics; experience with CRM platforms.
• Skills: Proficient in Microsoft Office Suite (Word, Excel, Outlook, Teams); strong written and verbal communication skills; critical thinking and judgment to interpret AI-driven insights and make sound business decisions; eagerness to adopt and experiment with emerging AI tools and technologies.
• Characteristics: Strong attention to detail, organization, and time management; high standards for accuracy, quality, and follow-through; able to work in a fast-paced, structured environment; curious, adaptable, and open to change in a rapidly evolving, technology-driven environment, with a proactive interest in learning and applying AI solutions.

Responsibilities:

• Own the full Lease Commencement and Billing Statement workflow, generating and validating PO Quotes, performing financial validations to resolve discrepancies, and diagnosing and resolving commencement blockers tied to missing or inconsistent data.
• Prepare, issue, and track DocuSign envelopes for all leasing document types, follow up on exceptions, and ensure completed documents are checked in and tied to CRM records, serving as the final checkpoint for data accuracy before documents go out externally.
• Maintain accurate account, contact, location, and asset hierarchies in Creatio, identify and merge duplicates, and provide remediation instructions to Sales, AM, and CX following system reviews.
• Build, maintain, and distribute operational dashboards and reports using Excel, Power BI, Streams, and CRM tools, consolidating operational metrics and providing data insights and recommendations to leadership.
• Fill operational gaps across AM, CX, EOL, AR, Vendor Management, and BT, supporting expired insurance workflows and compliance uploads, participating in UAT, responding to ad-hoc data requests, and joining weekly team meetings to review KPIs, SLA performance, and queue status.