Client Engagement Manager

Job Summary

Owning the new-client onboarding journey, the full-time Client Engagement Manager will conduct high-touch consultations, build client profiles, and partner with stakeholders to enhance client satisfaction and loyalty in a remote environment.

Key responsibilities

• Monitor lead intake channels and ensure timely outreach and follow-up in alignment with service-level standards
• Conduct onboarding consultation calls to introduce services, set client expectations, and capture preferences for future planning
• 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 discretion and service
• Proficiency with CRM tools and client data management, ideally including Client Base and/or Salesforce
• Ability to work primarily PST business hours with flexibility to support EST-based onboarding as needed