Leasing Operations Specialist

DOXA Talent, Inc.; Philippines; Remote; PHP 420,000 - 660,000; Full time

Job summary

DOXA is hiring a Leasing Operations Specialist in the Philippines (Remote). You will own the lease commencement and billing workflow, validate quotes, manage data accuracy in CRM, and prepare signatures like DocuSign.

You’ll build operational dashboards with Excel/Power BI, support multiple stakeholders across leasing lifecycle, and drive data-driven decisions. The role requires 2-5 years in account management, CX, or data analytics, proficient in MS Office and CRM tools, and a proactive

Qualifications

• 2-5 years of experience in account management, customer experience, or data analytics.
• Experience with CRM platforms and data-driven decision making.
• Strong ability to interpret AI-driven insights and act on them.

Responsibilities

• Own the full Lease Commencement and Billing workflow, validate quotes and resolve data blockers.
• Prepare, issue, and track DocuSign envelopes; ensure CRM linkage and data accuracy.
• Maintain account/location hierarchies in Creatio; merge duplicates when found.
• Build and distribute dashboards and reports using Excel, Power BI, Streams, and CRM tools.
• Support cross-functional teams and respond to data requests; participate in KPI reviews.

Skills

MS Office Suite

Communication

Critical thinking

AI tools adoption

Education

Bachelor's degree in Business Administration, Information Systems, Data Analytics, or related field

Tools

CRM platforms

Creatio

Power BI

Excel

Teams

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.