Colliers

• Serve as the Americas CRM Product Specialist and subject matter expert, owning end-to-end CRM, deal management, and pipeline workflows. • Partner with business stakeholders to gather, analyze, and document requirements, pain points, and opportunities to improve CRM processes and user experience. • Design and optimize CRM processes by driving standardization, automation, and adoption of global best practices while accommodating regional business and compliance needs. • Translate business requirements into functional specifications, user stories, and prioritized backlog items, working closely with Product Owners, technology teams, and vendors. • Act as the key liaison between business and technology teams, facilitating workshops, backlog refinement, solution validation, and stakeholder alignment. • Lead and support CRM enhancements, system rollouts, and migrations, ensuring successful delivery, user adoption, and change management across the region. • Provide advanced functional support, monitor system performance and usage trends, and drive continuous product and process improvements based on user feedback. • Champion data quality, governance, and compliance standards while ensuring CRM solutions align with enterprise architecture and security requirements. • Deliver actionable CRM reporting, dashboards, and insights, partnering with data teams to improve forecasting, pipeline visibility, and business decision-making.

• Successfully complete monthly reporting and assist your Accounting Manager in audit processes • Successfully coordinate the integration of new properties into the accounting workflow • Overseeing the accuracy and productivity of all property management accounting and financial activities • Ensuring all accounting reporting and scheduled check runs are accurate and all deadlines are met

• Lead the delivery of workplace strategy, occupancy planning, and feasibility studies for a global client, developing evidence-based recommendations that align workplace solutions with business objectives, operational needs, and organizational priorities. • Operate in a player-coach model by leading, producing, reviewing, and continuously improving the team's work. • Actively contribute to analyses, planning studies, presentations, dashboards, and client deliverables while coaching and directing team members and ensuring a consistently high standard of quality. • Serve as the central intake lead for workplace planning initiatives, evaluating requests, defining project approaches, prioritizing work, assigning resources, and balancing workload against contractual commitments, service levels, and evolving business priorities. • Provide day-to-day program leadership by overseeing multiple concurrent workplace initiatives, proactively managing priorities, timelines, deliverables, risks, and resource needs while remaining actively involved throughout project execution. • Partner with the client, business leaders, and other stakeholders to facilitate workshops, interviews, planning sessions, occupancy evaluations, and other qualitative and quantitative discovery efforts that validate business requirements and inform workplace solutions. • Lead and actively participate in the collection, validation, reconciliation, auditing, and analysis of workplace, occupancy, utilization, and business data, ensuring recommendations are supported by accurate, reliable, and defensible information. • Develop, review, and refine workplace planning scenarios, feasibility studies, utilization analyses, capacity models, adjacency studies, block plans, test fits, business cases, and strategic recommendations that support informed business decisions. • Develop, monitor, and audit complex quantitative and qualitative data into executive-ready dashboards, reports, presentations, and compelling narratives that clearly communicate insights, opportunities, risks, and recommended actions. • Establish, maintain, and continuously improve planning methodologies, reporting frameworks, dashboards, analytical models, and standardized processes that improve consistency, scalability, and decision-making across the workplace planning program. • Establish and execute data stewardship practices by auditing, validating, reconciling, and maintaining workplace, occupancy, and spatial data across IWMS platforms and related planning systems. • Ensure data integrity through rigorous quality control, standardized processes, and ongoing review of planning outputs. • Work alongside the planning team to review, challenge, and elevate the quality of analyses, planning scenarios, reporting, and client deliverables, ensuring recommendations are insightful, actionable, and aligned with client objectives and workplace planning standards. • Oversee the development and maintenance of planning documentation, including occupancy & adjacency plans, scenario models, AutoCAD drawings, test fits, planning databases, dashboards, and reporting deliverables while ensuring accuracy, consistency, and adherence to established service level agreements. • Present analyses, planning recommendations, and strategic insights to stakeholders ranging from functional teams to executive leadership, using data-driven storytelling and strong executive presence to influence decision-making and build consensus. • Collaborate with account leadership and multidisciplinary project teams to integrate workplace planning activities with broader workplace strategy, design, project implementation, and change initiatives, ensuring seamless client delivery. • Monitor program performance through key performance indicators, project tracking, workload planning, resource utilization, and recurring business reviews, proactively identifying risks, recommending corrective actions, and driving continuous improvement. • Coach, mentor, and develop workplace strategists and planners through hands-on collaboration, technical guidance, quality reviews, and ongoing professional development, fostering a culture of analytical excellence, accountability, and continuous learning. • Continuously evaluate emerging workplace trends, planning technologies, IWMS capabilities, workplace analytics tools, and data visualization platforms to enhance service delivery, strengthen planning capabilities, and improve client outcomes.

• The Transition Manager, Lease Administration, is responsible for managing Lease Administration client implementations, client and vendor relationships, centralizing, establishing and producing schedules, reports and communication plans, as well as process flow for new or expansion of business. • This position is responsible for managing the entire transition lifecycle, including discovery, data extraction, migration, abstraction, validation, process documentation, and stabilization, followed by handover to the designated Lease Administration team. • Manage multiple projects concurrently. • Track and manage project team’s accountability to scope, schedule, and budget for transitions. • Comfortable managing teams and familiar with accepted hiring and employment practices. • Provide quality control within the database to identify errors and inconsistencies during the onboarding phase. • Ability to create, edit, and run reports in most Lease Administration databases. • Mentor and train junior transition resources on key duties. • Interpret complex commercial lease language and attend to details. • Oversee lease abstraction, translation and quality control process for transition projects. • Maintain evergreen templates and develop account processes, procedures and playbooks inclusive of RACI chart. • Ensure timely (agreed upon transition timeline) and accurate abstraction or input of all rental obligations related to leases and all other important lease information during onboarding phase. • Understand client business objectives, real estate portfolio strategy, and service expectations. • Maintain thorough understanding of client agreements for team accounts including boundaries of scope of work, fee structure, billing frequency and payee information. • Ensure this information has been correctly entered into WorkTrac. • Program manage delivery of transitions to include: project timelines and gant charts, risk and mitigation strategies, action tracking, meeting agendas & minutes, etc. • Conduct regular meetings and reviews with clients. • Develop, in partnership with assigned lease administration team, strong client governance programs such as reporting cadence, communication methods, business reviews, etc. during transition. • Prioritize strong service delivery and client relationships. • Manage client escalations and ensure timely resolution of issues during transition. • Oversee and ensure global team is delivering services. • Support RFI and RFP response development including pricing, presentation decks, etc. • Participate in presentations to new or existing clients for new business pitches. • Manage assignments and delegation of database management tasks to global team members. • Establish weekly calls and ongoing internal communications cadence with global lease admin account team members to review work, discuss outstanding issues and determine appropriate actions. • Prepare and lead with impactful communication and professional presence. • Foster effective communication and demonstrate professional presence, actively engaging with all team members to promote a collaborative environment. • General understanding of AI technology and openness to adapting to the evolution of technology. • Provide training for lease administration systems and dashboards. • Ability to review recovery clauses, set up recovery pools, calculate actual recovery expenses for each tenant, and review caps, base years, and non-standard exclusions. • Develop initial monthly rental payment schedules. • Ability to assist with monitoring, reviewing and approving all Rent, CAM, Operating Expense, Tax and Insurance payments to Landlords, including reviewing leases to insure accuracy of all charges. • Ability to review and validate Consumer Price Index adjustments as provided in legal documents. • Maintain file systems, including the data integrity of initial information uploaded to the database application used for tracking all Tenant and Lease related data specific to the initial set up of a new account during transition. • Maintain client transition financial forecasts for internal tracking and budgeting. • Confirm and approve monthly client billing. • Responsible for ensuring that all pass-through expenses are billed in accordance with contract and internal process for transitions. • Track A/R for assigned clients and escalate to appropriate parties. • Regular status reports to internal management. • Knowledge of Lease Administration scope of services, master service agreement and intercompany contractual review and development in partnership with Colliers legal, risk and security teams. • Develop and maintain tracking method for team workloads and assignments and provide refreshed gearing annually. • Review and validate team allocations and alignment to contractual scope of work and client’s expectations. • Manage team workloads ensuring equitable distribution. • Develop roadmap to streamline and enhance transition program delivery. • Lead key program initiatives such as Best Practice tracking, Case Study Development, AI partnership with Technology, Global COE Partnerships, etc. • Conduct post transition Lessons Learned to help inform and implement process improvements for future transitions. • Other duties as assigned.

• The Senior Lease Admin., Client Lead- RENT is responsible for managing Lease Administration functions and implementations, client and vendor relationships, and centralizing, establishing and producing schedules, reports, communication plans, and process flow for the Lease Administration team. • This position primarily manages medium to large accounts characterized by high complexity, often within a global account management framework, with an emphasis on global rent presentment or rent payment activities. • Serve as the main point of contact for clients and internal stakeholders regarding global lease administration matters. • Understand client business objectives, real estate portfolio strategy, and service expectations. • Maintain thorough understanding of client agreements for assigned accounts including boundaries of scope of work, fee structure, billing frequency and payee information. • Ensure this information has been correctly entered and maintained as a client contract in WorkTrac. • Conduct regular meetings and reviews with clients to present portfolio updates, key metrics, and performance reports. • Develop and maintain strong client governance programs such as reporting cadence, communication methods, business reviews, etc. • Track, maintain, and communicate all expirations, option exercise dates, and other critical information. • Drive toward achieving a net promoter score representative of strong service delivery and client relationships. • Manage client escalations and ensure timely resolution of issues. • Proactively identify account related risks and formulate appropriate mitigation strategies; project manage through solution. • Oversee and ensure global team is delivering services per the client specific process and contract. • Participate in presentations to new or existing clients for new business pitches. • Manage assignments and delegation of database management tasks to global team members. • Establish weekly calls and ongoing internal communications cadence with global lease admin account team members to review work, discuss outstanding issues and determine appropriate actions. • Prepare and lead with impactful communication and professional presence. • Foster effective communication and demonstrate professional presence, actively engaging with all team members to promote a collaborative environment. • General understanding of AI technology and openness to adapting to the evolution of technology. • Oversee the abstraction or input of rental obligations related to leases and all other important lease information as stipulated by client abstraction standards for assigned accounts. • Provide final QC for abstraction process as may be required for assigned accounts. • Demonstrate working knowledge of Colliers360, dashboards, WorkTrac, etc.

• The Senior Director, Lease Administration, is responsible for managing Lease Administration resources (including direct report HR functions), client implementations, client and vendor relationships, centralizing, establishing and producing schedules, reports and communication plans, as well as process flow for their assigned Lease Administration team. • Manage large teams 10+ and grow and develop teams. • Responsible for workforce planning, succession planning, retention strategies and performance management frameworks. • Review and validate team allocations and alignment to contractual scope of work and client’s expectations. • Provide quality control within the database to identify errors and inconsistencies. • Ability to create, edit, and run reports in most Lease Administration databases. • Mentor and train Lease Analysts on key lease administration duties. • Oversee lease abstraction, translation and quality control process for assigned account(s). • Ensure timely and accurate abstraction or input of all rental obligations related to leases and all other important lease information. • Conduct regular meetings and reviews with clients to present portfolio updates, key metrics, and performance reports. • Manage client escalations and ensure timely resolution of issues.

• Manage multiple projects concurrently. • Track and manage project team’s accountability to scope, schedule, and budget for transitions. • Comfortable managing teams and familiar with accepted hiring and employment practices. • Provide quality control within the database to identify errors and inconsistencies during the onboarding phase. • Ability to create, edit, and run reports in most Lease Administration databases. • Mentor and train junior transition resources on key duties. • Interpret complex commercial lease language and attend to details. • Oversee lease abstraction, translation and quality control process for transition projects. • Maintain evergreen templates and develop account processes, procedures and playbooks inclusive of RACI chart. • Ensure timely (agreed upon transition timeline) and accurate abstraction or input of all rental obligations related to leases and all other important lease information during onboarding phase. • Understand client business objectives, real estate portfolio strategy, and service expectations. • Maintain thorough understanding of client agreements for team accounts including boundaries of scope of work, fee structure, billing frequency and payee information. • Ensure this information has been correctly entered into WorkTrac. • Program manage delivery of transitions to include: project timelines and gant charts, risk and mitigation strategies, action tracking, meeting agendas & minutes, etc. • Conduct regular meetings and reviews with clients. • Develop, in partnership with assigned lease administration team, strong client governance programs such as reporting cadence, communication methods, business reviews, etc. during transition. • Prioritize strong service delivery and client relationships. • Manage client escalations and ensure timely resolution of issues during transition. • Oversee and ensure global team is delivering services. • Support RFI and RFP response development including pricing, presentation decks, etc. • Participate in presentations to new or existing clients for new business pitches. • Manage assignments and delegation of database management tasks to global team members. • Establish weekly calls and ongoing internal communications cadence with global lease admin account team members to review work, discuss outstanding issues and determine appropriate actions. • Prepare and lead with impactful communication and professional presence. • Foster effective communication and demonstrate professional presence, actively engaging with all team members to promote a collaborative environment. • General understanding of AI technology and openness to adapting to the evolution of technology. • Oversee the abstraction or input of rental obligations related to leases and all other important lease information as stipulated by client abstraction standards for assigned transition accounts. • Provide final QC for abstraction process as may be required for assigned transition accounts. • Demonstrate working knowledge of Colliers360, dashboards, WorkTrac, etc. • Oversee data migration from legacy systems and target systems, data mapping, ETL processes or reconciliation between tools. • Provide training for lease administration systems and dashboards. • Ability to review recovery clauses, set up recovery pools, calculate actual recovery expenses for each tenant, and review caps, base years, and non-standard exclusions. • Develop initial monthly rental payment schedules. • Ability to assist with monitoring, reviewing and approving all Rent, CAM, Operating Expense, Tax and Insurance payments to Landlords, including reviewing leases to insure accuracy of all charges. • Ability to review and validate Consumer Price Index adjustments as provided in legal documents. • Maintain file systems, including the data integrity of initial information uploaded to the database application used for tracking all Tenant and Lease related data specific to the initial set up of a new account during transition. • Maintain client transition financial forecasts for internal tracking and budgeting. • Confirm and approve monthly client billing. • Responsible for ensuring that all pass-through expenses are billed in accordance with contract and internal process for transitions. • Track A/R for assigned clients and escalate to appropriate parties. • Regular status reports to internal management. • Knowledge of Lease Administration scope of services, master service agreement and intercompany contractual review and development in partnership with Colliers legal, risk and security teams. • Develop and maintain tracking method for team workloads and assignments and provide refreshed gearing annually. • Review and validate team allocations and alignment to contractual scope of work and client’s expectations. • Manage team workloads ensuring equitable distribution. • Develop roadmap to streamline and enhance transition program delivery. • Lead key program initiatives such as Best Practice tracking, Case Study Development, AI partnership with Technology, Global COE Partnerships, etc. • Conduct post transition Lessons Learned to help inform and implement process improvements for future transitions. • Other duties as assigned.

• Manage large teams 10+ and grow and develop teams. • Familiar with accepted hiring and employment practices. • Responsible for workforce planning, succession planning, retention strategies and performance management frameworks. • Review and validate team allocations and alignment to contractual scope of work and client’s expectations. • Manage team workloads ensuring equitable distribution. • Provide quality control within the database to identify errors and inconsistencies. • Ability to create, edit, and run reports in most Lease Administration databases. • Mentor and train Lease Analysts on key lease administration duties. • Interpret complex commercial lease language and attend to details. • Oversee lease abstraction, translation and quality control process for assigned account(s). • Assist in account transitions and setup as appropriate. • Make sure quarterly maintenance of account process, procedures and playbooks. • Ensure timely and accurate abstraction or input of all rental obligations related to leases and all other important lease information. • Understand client business objectives, real estate portfolio strategy, and service expectations. • Maintain thorough understanding of client agreements for team accounts including boundaries of scope of work, fee structure, billing frequency and payee information. • Ensure this information has been correctly entered into and maintained as a client contract in WorkTrac. • Conduct regular meetings and reviews with clients to present portfolio updates, key metrics, and performance reports. • Oversee development and maintenance of strong client governance programs such as reporting cadence, communication methods, business reviews, etc. • Drive toward achieving a net promoter score representative of strong service delivery and client relationships. • Manage client escalations and ensure timely resolution of issues. • Proactively identify account related risks and oversee appropriate mitigation strategies and management through solutions. • Oversee and ensure global team is delivering services per the client specific process and contract. • Manage assignments and delegation of database management tasks to global team members. • Support RFI and RFP response development including pricing, presentation decks, etc. • Participate in presentations to new or existing clients for new business pitches. • Establish weekly calls and ongoing internal communications cadence with global lease admin account team members to review work, discuss outstanding issues and determine appropriate actions. • Foster effective communication and demonstrate professional presence, actively engaging with all team members to promote a collaborative environment. • General understanding of AI technology and openness to adapting to the evolution of technology. • Oversee the abstraction or input of rental obligations related to leases and all other important lease information as stipulated by client abstraction standards for assigned accounts. • Provide final QC for abstraction process as may be required for assigned accounts. • Demonstrate working knowledge of Colliers360, dashboards, WorkTrac, etc. • Ability to review recovery clauses, set up recovery pools, calculate actual recovery expenses for each tenant, and review caps, base years, and non-standard exclusions. • Ensure accounts reconciled with outstanding balances and ensure dispute resolution. • Ability to assist with monitoring, reviewing and approving all Rent, CAM, Operating Expense, Tax and Insurance payments to Landlords, including reviewing leases to insure accuracy of all charges. • Ability to review and validate Consumer Price Index adjustments as provided in legal documents. • Maintain file systems, including the data integrity of information contained in the database application used for tracking all Tenant and Lease related data. • Responsibility for revenue growth, profitability targets, account P&L management, pipeline development, cross-selling / organic growth targets. • Track and ensure account contracts are current and renewed in a timely manner. • Confirm and approve monthly client billing. • Responsible for ensuring that all pass-through expenses are billed in accordance with contract and internal process. • Track A/R for assigned clients and escalate to appropriate parties. • Knowledge of Lease Administration scope of services, master service agreement and intercompany contractual review and development in partnership with Colliers legal, risk and security teams. • Develop and maintain tracking method for team workloads and assignments and provide refreshed gearing annually. • Lead key program initiatives such as Best Practice tracking, Case Study Development, AI partnership with Technology, Global COE Partnerships, etc. • Other duties as assigned.

• Manage and respond to subpoenas, garnishment orders, discovery requests, and other legally mandated notices • Coordinate and support e‑discovery processes, including email searches, document retrieval, and electronic data collection relevant to legal requests • Work closely with internal business contacts (e.g., HR, Payroll, IT, Operations) • Engage with external legal counsel on matters related to discovery and subpoenas • Maintain organized records of all requests, responses, and related correspondence • Assist with process improvements, templates, and documentation related to subpoena and discovery response workflows

• The Senior Lease Administrator, Client Lead is responsible for managing Lease Administration functions and implementations, client and vendor relationships, and centralizing, establishing and producing schedules, reports, communication plans, and process flow for the Lease Administration team. • Serve as the main point of contact for clients and internal stakeholders regarding lease administration matters. • Understand client business objectives, real estate portfolio strategy, and service expectations. • Maintain thorough understanding of client agreements for assigned accounts including boundaries of scope of work, fee structure, billing frequency and payee information. • Ensure this information has been correctly entered into and maintained as a client contract with WorkTrac. • Conduct regular meetings and reviews with clients to present portfolio updates, key metrics, and performance reports. • Develop and maintain strong client governance programs such as reporting cadence, communication methods, business reviews, etc. • Track, maintain, and communicate all expirations, option exercise dates, and other critical information. • Drive toward achieving a net promoter score representative of strong service delivery and client relationships. • Proactively identify account related risks and formulate appropriate mitigation strategies; project manage through solution. • Oversee and ensure global team is delivering services per the client specific process and contract. • Participate in presentations to new or existing clients for new business pitches. • Establish weekly calls and ongoing internal communications cadence with global lease admin account team members to review work, discuss outstanding issues and determine appropriate actions. • Prepare and lead with impactful communication and professional presence. • Confirm and approve monthly client billing. Responsible for ensuring that all pass-through expenses are billed in accordance with contract and internal process. • Review recovery clauses, set up recovery pools, calculate actual recovery expenses for each tenant, and review caps, base years, and non-standard exclusions. • Prepare monthly rental payment schedules. Track A/R for assigned clients and escalate to appropriate parties. Reconcile accounts with outstanding balances and work with Landlords and clients to resolve any disputes.