Client Planning Specialist
Required skills
- detail-oriented
- vacation goals
- organize
- coordination
- itinerary
- deadlines
- follow up
- accuracy
- destination knowledge
- supplier knowledge
Nice to have
- travel-industry experience
- part-time scheduling
- full-time scheduling
- performance-based incentives
- travel discounts
Role summary
Seeking motivated, detail-oriented individuals for a remote Client Planning Specialist role. You will understand client vacation goals, research destinations and services, and organize travel plans for a seamless experience. This role is ideal for those who enjoy planning, research, customer communication, and organization. Previous travel industry experience is not required, as comprehensive training and ongoing educational resources are provided. The position offers flexible scheduling (part-time or full-time), a collaborative virtual environment, and opportunities for professional development and performance-based incentives.
Position Overview
We are seeking motivated, detail-oriented individuals to join our remote team as Client Planning Specialist. In this role, you will work with clients to understand their vacation goals, research suitable options, and organize the services and information needed to create a well-coordinated experience.
This opportunity is a good fit for individuals who enjoy planning, researching destinations, communicating with customers, and keeping multiple details organized. Previous travel-industry experience is not required. Training and continued educational resources are provided.
Key Responsibilities
- Learn about each client's destination interests, preferred dates, budget, vacation style, and special requests.
- Research and compare resorts, hotels, cruises, transportation, tours, excursions, activities, and vacation packages that align with client preferences.
- Assist clients with coordinating selected services through approved supplier resources and keep reservation information organized.
- Prepare and maintain confirmations, schedules, itinerary details, deadlines, and other important planning information.
- Provide updates, answer routine questions, follow up on outstanding items, and assist with standard changes or requests throughout the planning process.
- Review client and reservation information for accuracy while continuing to build destination and supplier knowledge.
What This Opportunity Provides
- Fully remote work with flexible part-time and full-time scheduling
- Structured onboarding and beginner-friendly training
- No previous professional travel experience required
- Continued team support and access to educational resources
- Supplier and destination learning opportunities
- Opportunities to develop planning, research, communication, and customer-service skills
- Professional development and potential growth opportunities
- Performance-based incentives and recognition opportunities
- Qualifying travel discounts and industry-related benefits
- Collaborative 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 evaluating different options
- Willingness to learn online systems, digital resources, and new processes
- Dependable follow-through and effective time-management skills
- Adaptable and resourceful when client needs or plans 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 region
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