Forbes Travel Guide

Customer Support

• Proactive and reactive contact updates across internal systems, including Salesforce and our proprietary Partner Site
• Management and update of client data within the Partner Site, including asset creation, contact management, username and password resets
• Management and distribution of trials and information regarding FTG products and platform services
• Assisting on a variety of assignments associated with the annual rating report deliveries, Star Rating announcement, our Luxury Summit event and other special projects and events

Client Success Support Specialist

Account Executive

• Proactively engage with clients, nurture accounts, and manage ongoing communications via Salesforce.
• Assist with scheduling calls, meetings, and sales trip planning that are aligned with Vice President’s goals.
• Maintain and update client, lead, and prospect data. Pipeline management, tracking sales activities, opportunities, and generating reports and performance metrics to support sales objectives.
• Facilitate communication between Client Success, internal teams, and Partner Services Account Executives.
• Manage Vice President’s email while they are out of office and ensure follow-ups are handled promptly.
• Create contracts based on communicated proposals, ensuring timely processing and tracking.
• Generate sales reports and analyze data to identify growth opportunities in assigned regions.
• Organize and track leads and prospects in Salesforce. Respond to website inquiries and coordinate high-potential opportunities with the Vice President.
• Assist fellow Account Executives during peak times, share best practices, collaborate on high-priority accounts, and provide backup support during absences to ensure consistent coverage and client satisfaction across all regions.