About the Client A U.S.-based, full-service travel agency specializing in island getaways, worldwide cruises, safaris, honeymoons, and destination weddings. They design customized travel experiences, leveraging deep destination knowledge and established vendor relationships. The team values high-touch service, accuracy, and seamless client communication across email, phone, and social platforms.
Why does this role exist? This role exists to ensure every client interaction and booking detail is accurately captured, tracked, and advanced inside TURN CRM, enabling a smooth, professional experience from inquiry to post-trip follow-up. By handling CRM administration, client communications, itinerary creation, and basic marketing support, the Travel & CRM Specialist frees up the client-facing team to focus on sales and advisory. The objective is to improve operational efficiency, data integrity, and responsiveness while following established SOPs with minimal supervision.
The Impact you’ll make
TURN CRM and Data Integrity
Add new clients and traveler profiles; update and maintain reservations and travel details
Create and update itineraries within TURN
Log second/final deposits and payment milestones; track due dates
Record and manage insurance requests and policy information
Perform data entry, deduplication, and CRM cleanup to keep records accurate and current
Client Communications and Phone Support
Handle inbound and outbound calls via VOIP; take messages and escalate important callers/questions promptly
Manage booking emails, payment reminders, insurance requests, and client follow-ups
Use templates and SOPs to ensure timely, professional communications and proper documentation in the CRM
Social Media and Basic Marketing
Post and schedule updates on Facebook and Instagram
Create basic graphics in Canva aligned with brand guidelines
Monitor basic engagement and route inquiries to the right team member
Research and Vendor Coordination
Research vendors, quotes, and travel options; compile comparisons and recommendations
Track quotes, holds, and deadlines in the CRM and keep stakeholders informed
Administrative Support and Project Organization
Assist with basic invoicing and expense reports
Support project organization within project management tools (task boards, checklists, timelines)
Learn, follow, and help refine SOPs; leverage Magic Workspace & Magic AI to streamline workflows
Skills, Knowledge and Expertise
Required:
Hands-on experience with TURN CRM (non-negotiable), including itineraries, reservations, deposits, and insurance tracking
Experience in travel operations or agency support handling client communications and booking workflows
Confident handling inbound/outbound calls via VOIP; strong written and spoken English
Proficiency with Canva and managing Facebook/Instagram business pages
Proven accuracy in data entry and CRM hygiene; comfortable with email (Gmail/your domain) and basic spreadsheets
WFH Set-Up:
Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
Internet speed of at least 40MBPS
Headset with an extended mic that has noise cancellation and a webcam
Back-up computer and internet connection
Quiet, dedicated workspace at home
Your Superpowers:
Technical: TURN CRM power user; email and VOIP fluency; Canva basics; Facebook/Instagram posting; spreadsheet literacy; familiarity with project management tools; ability to use Magic Workspace & Magic AI
Soft skills: detail-obsessed, organized, proactive, clear communicator, responsive, discreet with sensitive client data, and comfortable operating with minimal supervision while following SOPs
You should apply if...
You love turning complex travel details into clean, accurate CRM records and polished itineraries
You’re client-centric, calm on the phone, and quick to follow up with clarity and warmth
You thrive on checklists, deadlines, and process, but you’re resourceful when things aren’t fully defined
You’re excited to learn a company’s systems, uphold standards, and continuously improve how work gets done
What to expect...
Work Setup:
Remote position
Must have a reliable internet connection and a quiet workspace
Required to provide own computer with Intel Core i5 or something similar or higher operating system
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