Client Planning Specialist

Hopesglobalgetaways
  • Watertown, New York
  • Remote
  • Autofill and Review
30+ days ago

Job Description

Role Summary

We are seeking organized, dependable individuals to join our remote team as Client Planning Specialist. In this role, you will help clients shape vacation plans by identifying suitable options, organizing requested services, and keeping important details on track throughout the planning process.

This opportunity is well suited for individuals who enjoy research, customer interaction, problem-solving, and managing multiple moving parts. Previous travel-industry experience is not required. Training and continued educational resources are provided.

Responsibilities

  • Learn about each client's travel goals, preferred destinations, dates, budget, interests, and special requests.
  • Research and compare resorts, hotels, cruises, transportation, tours, excursions, activities, and other vacation options using approved resources.
  • Assist with coordinating selected services and maintain organized reservation details, confirmations, schedules, and itinerary information.
  • Keep clients informed by providing updates, following up on outstanding items, answering routine questions, and helping with standard changes when needed.
  • Review important information for accuracy, monitor deadlines, maintain current client records, and continue building destination and supplier knowledge.

Benefits

  • Fully remote opportunity with flexible part-time and full-time scheduling
  • Structured onboarding and beginner-friendly training
  • No previous professional travel experience required
  • Ongoing team guidance and access to educational resources
  • Supplier and destination learning opportunities
  • Opportunities to strengthen planning, communication, research, and customer-service skills
  • Professional development and potential growth opportunities
  • Performance-based incentives and recognition opportunities
  • Qualifying travel discounts and industry-related benefits
  • Supportive virtual team environment

Qualifications

  • Strong written and verbal communication skills
  • Professional and client-focused approach
  • Excellent organization and attention to detail
  • Ability to manage multiple planning requests and deadlines
  • Comfortable researching information and comparing available options
  • Willingness to learn online tools, supplier platforms, and new processes
  • Dependable follow-through and effective time-management skills
  • Adaptable and resourceful when plans or priorities change
  • Self-motivated and comfortable working independently
  • Basic computer proficiency and reliable internet access
  • Must be at least 18 years of age
  • Must reside in the United States, United Kingdom, Spain, Australia, Mexico, or another qualifying countries

Numbers & Facts

LocationWatertown, New York (
Remote
)

Skills

  • Budgetingunmatched
  • Communication Skillsunmatched
  • Computer Skillsunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Detail Orientedunmatched
  • Follow Throughunmatched
  • Onboardingunmatched
  • Organizational Skillsunmatched
  • Presentation/Verbal Skillsunmatched
  • Problem Solving Skillsunmatched
  • Record Keepingunmatched
  • Time Managementunmatched
  • Travel Industryunmatched
  • Willing to Travelunmatched
  • Writing Skillsunmatched

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