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Client advisor • berkeley ca

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Travel Advisor Account Manager

Travel Advisor Account Manager

BackroadsBerkeley, CA, United States
[job_card.full_time]
Travel Advisor Account Manager.We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions.If ...[show_more][last_updated.last_updated_variable_days]
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Financial Advisor

Financial Advisor

TradeJobsWorkforce94158 San Francisco, CA, US
[job_card.full_time]
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and ins...[show_more][last_updated.last_updated_30]
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Client Service Representative

Client Service Representative

ConfidentialOakland, California, United States, 94612
[job_card.full_time]
[filters_job_card.quick_apply]
In-person at Events (Not Remote).Are you the type of person who:.Lights up a room when you walk in?.Loves helping customers, clients, and teammates?.Thrives both on your own and with a group?.Solve...[show_more][last_updated.last_updated_variable_days]
Client Experience Manager

Client Experience Manager

Traveling with MchailaOakland, California, United States
[filters.remote]
[job_card.part_time]
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This fully remote role is ideal for someone who enjoys managing processes, supporting clients, and keeping everything running smoothly behind the scenes.This is perfect for individuals who work ind...[show_more][last_updated.last_updated_variable_days]
Advisor - Fourth St

Advisor - Fourth St

Warby ParkerBerkeley, CA, US
[job_card.full_time] +1
Warby Parker is searching for a well-rounded Sales Advisor to help us deliver the best possible service to each and every one of our customers.At other brands, you might see similar roles called Sa...[show_more][last_updated.last_updated_variable_days]
Senior Property Advisor

Senior Property Advisor

Marsh McLennan CompaniesEmbarcadero,San Francisco
[job_card.full_time]
Marsh USA LLC is seeking candidates for the following full-time position based in the San Francisco, CA office (A hybrid work schedule may be permitted within a commutable distance from the worksit...[show_more][last_updated.last_updated_variable_days]
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Beauty Advisor - Part Time

Beauty Advisor - Part Time

LVMHEmeryville, CA, United States
[job_card.full_time] +2
Bay St, Emeryville, CA 94608, United States (US).Sephora-welcoming every client with warmth, confidence, and a passion for all things beauty.Through personalized consultations and expert product re...[show_more][last_updated.last_updated_variable_days]
J.P. Morgan Wealth Management - Private Client Advisor - Alameda, CA and Surrounding Areas

J.P. Morgan Wealth Management - Private Client Advisor - Alameda, CA and Surrounding Areas

JPMorgan Chase Bank, N.A.Alameda, CA, US
[job_card.full_time]
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...[show_more][last_updated.last_updated_variable_days]
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Global Travel Advisor

Global Travel Advisor

Live the Dash TravelOakland, CA, United States
[job_card.full_time] +1
About the role: Global Travel Advisor.We are looking for a passionate and knowledgeable.In this exciting role, you will guide clients in planning and booking unforgettable travel experiences around...[show_more][last_updated.last_updated_variable_days]
Beauty Advisor

Beauty Advisor

Ulta Beauty, Inc.Pinole, California, United States
[job_card.full_time] +1
A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences—for true beauty enthusiasts.At Ulta Beauty, we’re transforming the world one shade, one lash...[show_more][last_updated.last_updated_30]
Service Advisor

Service Advisor

Costa Auto Care and TireOakland, California, United States
[job_card.full_time]
[filters_job_card.quick_apply]
Are you tired of being just a number at a shop? Want to be part of a team where your voice matters and your success is recognized?.We’re a growing shop with a great reputation in Oakland, and we’re...[show_more][last_updated.last_updated_30]
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Beauty Advisor

Beauty Advisor

Ulta BeautyPinole, CA, United States
[job_card.full_time] +1
We consider applications for this position on an ongoing basis.A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences-for true beauty enthusiasts.A...[show_more][last_updated.last_updated_variable_days]
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Client Implementation Manager

Client Implementation Manager

PG ForstaEmeryville, CA, United States
[job_card.full_time]
PG Forsta is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understan...[show_more][last_updated.last_updated_variable_days]
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Client Executive / Principal K-12

Client Executive / Principal K-12

PBKBerkeley, CA, United States
[job_card.full_time]
The Client Executive will serve as a top-level manager in a successful, growing firm.They will interact regularly with senior representatives of current and prospective clients.The Client Executive...[show_more][last_updated.last_updated_variable_days]
Senior Client Manager

Senior Client Manager

Marsh McLennan CompaniesEmbarcadero,San Francisco
[job_card.full_time]
We are seeking a talented individual to join our Region Market Development team and manage a portfolio of large/jumbo client accounts at Mercer.This role will be based in our San Francisco office.Y...[show_more][last_updated.last_updated_variable_days]
Automotive Sales Client Advisor

Automotive Sales Client Advisor

Weatherford BMWBerkeley, CA, US
[job_card.full_time]
Salesperson) to join our growing and expanding team at.Weatherford BMW/MINI Of Berkeley.Being part of Sunwise Auto Group is more than just new and used sales, parts, and service.Our team strives to...[show_more][last_updated.last_updated_30]
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Beauty Advisor - Part Time

Beauty Advisor - Part Time

SephoraEmeryville, CA, United States
[job_card.full_time] +1
Bay St, Emeryville, CA 94608, United States (US).Sephora-welcoming every client with warmth, confidence, and a passion for all things beauty.Through personalized consultations and expert product re...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Finacial Advisor

Finacial Advisor

TradeJobsWorkForce94108 San Francisco, CA, US
[job_card.full_time]
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...[show_more][last_updated.last_updated_30]
Residential Advisor

Residential Advisor

DirectedLINKOakland, CA, United States
[job_card.full_time]
[filters_job_card.quick_apply]
WORK SCHEDULE: Variety of Shifts.LOCATION: Oakland, CA, United States.Our client is a non-profit organization providing housing and support services to Youth/Young Adults facing homelessness.Under ...[show_more][last_updated.last_updated_30]
Travel Advisor Account Manager

Travel Advisor Account Manager

BackroadsBerkeley, CA, United States
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  • [job_card.full_time]
[job_card.job_description]
Travel Advisor Account Manager

We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply!

Our people make all the difference in our success.

The Travel Advisor Account Manager plays a critical role in growing and supporting Backroads' travel advisor channel. This role is responsible for managing a defined territory to drive regional sales performance and serves as the primary point of contact for travel advisors. Success in this role requires a balance of relationship management, data-driven sales strategy, and hands-on operational support. The ideal candidate is proactive, highly organized, analytically minded, and comfortable working across multiple systems while maintaining a high level of professionalism and responsiveness. This is a highly visible role with a direct impact on revenue growth and advisor satisfaction.

What you'll be doing:

  1. Own and grow travel advisor sales performance within an assigned region, with accountability for quarterly and annual revenue goals.
  2. Build and maintain strong relationships with agency owners, host agencies, consortia partners, and frontline advisors.
  3. Develop and execute data-driven regional sales and marketing strategies based on performance trends, pipeline activity, and market insights.
  4. Analyze advisor performance and booking trends to identify growth opportunities and prioritize outreach.
  5. Plan and deliver webinars, training, and presentations to educate advisors on Backroads' products, positioning, and marketing tools, with a focus on new-to-Backroads client acquisition.
  6. Partner on consortia marketing initiatives, ensuring accurate execution and timely delivery of all commitments.
  7. Serve as a primary point of contact for travel advisors, providing timely, high-quality support on reservations, availability, policies, and trip details.
  8. Maintain strong working knowledge of Backroads' processes and systems to manage bookings, reservations, and account records with accuracy.
  9. Collaborate cross-functionally with different departments to deliver a seamless advisor experience.
  10. Provide team coverage as needed and handle challenging advisor conversations with professionalism, clarity, and relationship-focused problem solving.

What you'll need to be successful:

  • 3+ years of sales or account management experience, preferably within luxury travel or a travel advisor-focused role.
  • Strong analytical skills with the ability to interpret year-over-year performance metrics and apply insights into sales strategy.
  • Proficiency in Microsoft Excel (required) and strong working knowledge of the Microsoft Office Suite.
  • Demonstrated experience creating & presenting professional presentations in-person and virtually.
  • Experience with CRM and booking systems preferred.
  • Collaborative, flexible team player willing to step in as needed.
  • Ability to travel up to two weeks per month within the continental U.S.

Work Environment:

  • On-Site, Berkeley, CA
  • 4 days in-office, 1 day work from home
  • This position requires regular travel. Approximately 90% of travel is conference- or event-related within the continental U.S.