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
- 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
- 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
- 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 vendors, quotes, and travel options; compile comparisons and recommendations
- Track quotes, holds, and deadlines in the CRM and keep stakeholders informed
Skills, Knowledge and Expertise
- 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
- 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 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
- 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
- 20 hours per week
- 9 AM–1:00 PM US Time
- $6 per hour
- No benefits package included
