Client Engagement Manager

Job Summary

Managing the onboarding journey for high-net-worth clients, the full-time Client Engagement Manager will conduct consultations, build personalized travel profiles, and collaborate with stakeholders to enhance client satisfaction while working remotely.

Key responsibilities

• Monitor lead intake channels and ensure timely outreach and follow-up according to service-level standards
• Conduct onboarding consultation calls to introduce services, set expectations, and capture client preferences
• Build and maintain comprehensive personal travel profiles in the CRM to enable elevated personalization and seamless servicing

Required qualifications

• Bachelor's degree or equivalent practical experience
• 3+ years of client-facing experience in client engagement, customer success, or hospitality
• Experience supporting luxury and/or high-net-worth clientele with a high standard of service
• Proficiency with CRM tools and client data management, ideally including Salesforce
• Ability to work primarily PST business hours with flexibility for EST-based onboarding as needed