Servicing Travel Advisor IV - Client Engagement Quality Control Lead
On-site · New York City, New York, United States
Job Summary
Lead-level Servicing Travel Advisor responsible for overseeing lead intake quality control, optimizing client onboarding workflows, and ensuring operational excellence across client engagement channels. Combines hands-on client engagement with quality-control oversight, performance reporting, and continuous improvement to deliver a best-in-class onboarding experience for luxury and high-net-worth travelers. Manages intake workflows, CRM data integrity, and onboarding performance metrics, while collaborating with cross-functional partners to enhance service excellence and brand alignment.
Required Qualifications
- Bachelor’s degree or equivalent experience
- 4+ years of client/customer service, onboarding, operations, or engagement experience
- experience with luxury or high-net-worth clientele
- experience overseeing intake workflows, inbox management, or quality control processes
- attention to detail and ability to manage multiple high-touch client interactions
- strong interpersonal, communication, and listening skills
- ability to collaborate cross-functionally
- familiarity with CRM software and tools (e.g., Client Base, Salesforce, Monday.com)
- strong analytical skills and reporting to leadership
- Microsoft Office Suite proficiency (Word, Excel, PowerPoint)
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