Luminary Group

• Accurately book reservations and ensure all service details are collected on behalf of the clients • Assist with the planning and finalization of client travel itineraries • Research hotel rates and room options as part of the trip planning process • Cross check and reconfirm client itineraries with vendors and partners to ensure accuracy prior to trip start date • Input/update and ensure accuracy of Client Itineraries information entered into Axus (Itinerary Software) • Input/update and ensure accuracy of information entered into Salesforce • Answer busy incoming phone calls, emails, and text messages in a professional and timely manner • Coordinate details of new and existing service reservations • Update reservations with changes and additions as needed • Assess what service details are missing and reach out to the Client Service Manager to collect as needed • Manage and prioritize a lengthy queue of daily/weekly tasks within Salesforce’s task list • Send daily reminders of upcoming services via email and text to clients and concierge • Exhibit utmost confidentiality with clients and client information • Accept and accurately process credit card payments and invoices for services rendered • Provide excellent customer service to clients • Other adhoc travel planning projects

• Direct relationship management with clients, demonstrating a first-class commitment to service • Plan, create and manage client itineraries with collaborative team involvement • Discuss and guide clients through their trip planning process • Resolve any and all client issues that may arise with general relationship + trips • Lead your Operating Pod by scheduling daily and weekly check-in’s, ensuring all details are planned and scheduled in a timely manner • Liaise with vendors (properties, operators, guides, and other suppliers) to execute Trip Planning • Manage the procurement of the vendor quoting process and final invoice approval • Verify final vendor invoices for client trips and manage the approval process of vendor invoice payments through established protocols and working closely with accounting • Ensure all fees & payments are received from clients within established timelines • Collaborate with travel operations team from start to finish on trips and delegate tasks as needed • Catalog and manage relevant client and trip information in Salesforce CRM • Monitor client feedback and lead trip post-mortem reviews within your pod • Attend meetings and conferences on behalf of Luminary • Regularly interact with clients to ensure their needs are met