Advisor Partnerships Associate
U
Ultimate Jet VacationsLuxury Travel
Cuba, Nicaragua, Ecuador, Uruguay, República Dominicana, Venezuela, Perú, Costa Rica, Guatemala, Chile, Paraguay, Colombia, Honduras, Argentina, Bolivia, Mexico, Brazil, El Salvador, PanamáFull-TimeMiddle
Salary not disclosed
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Job Details
- Languages
- Native or fully fluent English
- Experience
- 2+ years
- Required Skills
- Business DevelopmentTableauHubSpotAccount ManagementReportingCRMData management
Requirements
- 2+ years of experience in a client-facing, business development, or account management role.
- Native or fully fluent English communication skills, written and verbal.
- Strong organizational skills managing high volumes of requests and multiple tasks.
- Proficiency with CRM and reporting tools (HubSpot, Tableau, or similar).
- High attention to detail regarding data management and record keeping.
- Confident and empathetic communication style for hosting sessions and managing difficult conversations.
- Adaptable and capable of supporting various business development and marketing initiatives.
- Travel industry experience (travel agency, tour operator, or DMC) preferred.
- Bilingual in English and Spanish or Portuguese is a plus.
- Familiarity with lead-to-conversion tracking or funnel reporting is a plus.
Responsibilities
- Review client intake forms and route inquiries to Destination Specialists.
- Host weekly open forums for prospective clients.
- Manage the onboarding process for new advisors.
- Conduct qualification assessments and manage communications with prospects.
- Maintain a micro-account book, monitoring activity and identifying growth opportunities.
- Update and manage data accuracy within HubSpot and internal systems.
- Collaborate with the BI Analyst to generate and maintain sales reports.
- Manage the BD shared inbox and assist with outreach campaigns and webinar support.
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