Advisor Partnerships Associate

Ultimate Jet Vacations; São Paulo; Presencial; BRL 120 000 - 180 000; Tempo integral

Resumo da oferta

Ultimate Jet Vacations is seeking an Associate, Advisor Partnerships to front our BD work stream. You will qualify and onboard new advisors, manage a micro-account book, and keep reporting accurate so leadership can act on real numbers.

In this role you will host client sessions, coordinate onboarding, and support webinars and events, while ensuring seamless interactions and data integrity across systems.

Qualificações

• 2+ years of client-facing, business development, or account management experience.
• Native or fluent English communication, written and verbal.
• Strong organizational skills to manage high volume client requests and reporting tasks.
• Proficiency with CRM and reporting tools (HubSpot, Tableau) and meticulous data handling.
• Confident, empathetic communicator able to host client sessions and handle 'not a fit' conversations.
• Adaptable team player, supporting BD and marketing initiatives.

Responsabilidades

• Qualify and onboard new advisors, own micro-account book and primary contact.
• Review client intake forms, route to Destination Specialist, and follow up with clients.
• Host weekly open forums for prospective clients to explain UJV services.
• Support onboarding for new clients, ensuring seamless interactions.
• Manage qualification, communicating fit or not with clarity and empathy.
• Own day-to-day micro-account management, monitor activity and growth opportunities.
• Maintain records in HubSpot/Admin and assist with handoffs when accounts graduate.
• Own reporting on new agent signups, conversion rates, and sales activities.
• Review, pull and maintain Tableau reports; collaborate with BI on dashboards.
• Update data accuracy across Admin and HubSpot; run production reports and insights.
• Support BD inbox, reassignments, and outreach campaigns; assist with webinars/events.
• Share client feedback with Marketing to inform campaigns and strategies.

Conhecimentos

Client-facing

Business development

Account management

English fluency

CRM tools

Data reporting

Organizational skills

Communication

Ferramentas

HubSpot

Tableau

Descrição da oferta de emprego

Who is UJV?

Planning and managing a 5-star vacation from scratch requires expertise, cleverness, and a genuine passion for detail. That's what UJV is all about. UJV is a service-driven team of experts that work behind the scenes, engineering luxury travel experiences for advisors globally, so they can grow their business and fully satisfy their exclusive clients.

Who is UJV?

Planning and managing a 5-star vacation from scratch requires expertise, cleverness, and a genuine passion for detail. That's what UJV is all about. UJV is a service-driven team of experts that work behind the scenes, engineering luxury travel experiences for advisors globally, so they can grow their business and fully satisfy their exclusive clients.

We are the luxury travel advisor’s right hand. How?

• UJV is a team of travel experts that advises and supports luxury travel advisors worldwide.
• We work behind the scenes as allies of top luxury travel advisors, to offer a 5 Star experience for their clients.
• We offer travel advisors the knowledge and tools needed to grow their business and better serve their exclusive clients.
• We offer an experience-centered service based on passion, expertise, integrity
• and attention to detail.
• We are willing to do the hard work in order to see our clients shine.

Role Mission

At Ultimate Jet Vacations, every advisor relationship starts with a first impression, and how quickly and accurately we respond shapes whether that advisor becomes a long-term partner.

We’re looking for an Associate, Advisor Partnerships who will serve as the front line of our Business Development team: qualifying and onboarding new advisors, owning the day-to-day management of our micro-account book, and keeping our reporting and systems accurate so BD leadership can act on real numbers.

If you love connecting with people, stay organized under a high volume of requests, and take pride in getting the details right, you’ll thrive in this role.

Inbound Client Support & Qualification

• Review client intake forms and promptly route them to the appropriate Destination Specialist for introduction.
• Reach out to clients when follow‑up is needed, answering questions or inviting them to join weekly open forums.
• Host weekly open forums for prospective clients to ask questions and better understand UJV’s services, running these sessions independently with confidence and charisma.
• Support the onboarding process for new clients, ensuring their early interactions with UJV are seamless and professional.
• Manage the qualification process, determining which prospects should move forward and, when someone is not a fit, communicating this clearly and empathetically.

Micro-Account Management

• Own day-to-day management of the micro-account book (advisors/accounts below the volume threshold for a dedicated Destination Specialist), serving as their primary point of contact.
• Monitor micro-account activity and production, flagging growth opportunities for promotion into the standard BD/Destination Specialist book.
• Conduct periodic check‑ins with micro accounts to maintain engagement and address basic needs without requiring Destination Specialist involvement.
• Maintain accurate records for all micro accounts in HubSpot/Admin, ensuring a smooth handoff if an account is reassigned or graduates to a larger book.

Reporting & Data Management

• Own reporting on new agent signups, conversion rates, and sales activities, ensuring data is accurate and actionable.
• Review, pull, and maintain reports in Tableau and other platforms, collaborating with the BI Analyst on report creation and ongoing maintenance.
• Update and ensure accuracy of data in Admin and HubSpot, including leads, client interactions, and sales activities.
• Run production reports and provide insights for account reviews, client meetings, and BD initiatives.

Business Development Team Support

• Manage the BD shared inbox and route inquiries as appropriate.
• Assist with BoB (Book of Business) reassignments and outreach campaigns for BD engagement.
• Partner with the BD Logistics Coordinator to support webinars, events, and other engagement efforts.
• Support directors and team members with ad‑hoc projects and initiatives.

Client & Marketing Engagement

• Share client feedback with Marketing to inform campaigns and strategies.
• Assist with webinars, including registration, follow‑ups, and attendee engagement.

Qualifications

• 2+ years of experience in a client-facing, business development, or account management role (travel industry experience, such as travel agency, tour operator, or DMC, preferred).
• Native or fully fluent English communication skills, both written and verbal.
• Strong organizational skills with the ability to manage a high volume of client requests, micro accounts, and reporting tasks simultaneously.
• Proficiency with CRM and reporting tools (HubSpot, Tableau, or similar) and a high attention to detail in maintaining accurate data.
• Confident and empathetic communicator, able to host client sessions with ease and manage “not a fit” conversations professionally.
• Adaptable team player, comfortable supporting a range of business development and marketing initiatives.

Bonus Points

• Prior experience managing a book of accounts or portfolio, particularly in a luxury travel, hospitality, or advisor-facing environment.
• Familiarity with lead-to-conversion tracking or funnel reporting.
• Bilingual in English and Spanish or Portuguese.
• Comfortable leveraging AI tools (ChatGPT, Claude, Gemini, or similar) to improve productivity and workflows.

Who You Are

• You’re a confident, empathetic communicator who can host a live session or deliver a “not a fit” conversation with equal ease.
• You stay organized under volume, juggling client requests, micro accounts, and reporting without letting anything slip.
• You treat reporting accuracy and micro-account outcomes as personally yours, not just tasks to complete.
• You’re comfortable in CRM and reporting tools, and you keep data clean because you know BD leadership depends on it.
• You’re adaptable, moving comfortably between BD support, marketing engagement, and direct account ownership as priorities shift.

Why You’ll Love This Role

This role sits at the center of Advisor Partnerships, giving you daily visibility into how new advisors are won, onboarded, and grown, plus a direct hand in protecting the accuracy BD leadership relies on.

You’ll own your own book of micro-accounts from day one, with a clear path to graduate accounts (and your own responsibilities) as you prove you can manage volume and drive engagement.

If you love combining relationship-building, operational ownership, and data-driven reporting into one role, we’d love to meet you.