Role Description We are expanding our remote team and seeking enthusiastic individuals who enjoy connecting with people, delivering outstanding service, and helping clients create memorable travel experiences. As a Client Engagement Travel Advisor, you'll serve as a trusted resource for travelers by providing personalized guidance, coordinating travel details, and supporting clients throughout the planning process. This role is ideal for individuals who enjoy relationship-building, communication, and creating positive customer experiences while working independently in a flexible remote setting. What You'll Be Doing - Engage with clients to understand their travel interests, preferences, and vacation goals - Provide personalized recommendations for destinations, accommodations, cruises, tours, and activities - Assist with vacation planning, booking coordination, and itinerary preparation - Share travel information, confirmations, schedules, and important trip updates - Support travelers with special requests, itinerary modifications, and travel-related questions - Research travel options and present solutions that align with client needs and budgets - Review reservations and travel arrangements for accuracy and completeness - Maintain detailed client profiles and communication records within company systems - Utilize approved travel resources and supplier tools to support planning activities - Participate in ongoing training, destination education, and skill-development programs Benefits - Fully remote work opportunity - Flexible schedule options - Comprehensive training and onboarding provided - Ongoing mentorship and leadership support - Opportunities for career growth and advancement - Performance-based rewards and recognition - Travel-related discounts and exclusive industry benefits - Supportive and collaborative team culture - Access to continuing education and professional development resources Qualifications - Strong verbal and written communication abilities - Excellent interpersonal and relationship-management skills - Strong organizational skills with attention to detail - Ability to balance multiple client needs and priorities - Comfortable using web-based platforms, digital tools, and online communication systems - Positive, customer-focused attitude - Ability to work independently and remain self-motivated - Reliable internet connection and basic computer proficiency - Must be at least 18 years of age - Must be legally authorized to work and reside in the United States, United Kingdom, Mexico, Australia, Spain, or other approved regions Who Thrives in This Role? - Enjoy building relationships and helping others achieve their travel goals - Communicate confidently and professionally - Stay organized in a fast-paced, client-focused environment - Adapt quickly to changing traveler needs and priorities - Take initiative and follow through on commitments - Have an interest in travel, hospitality, tourism, customer engagement, client services, or remote career opportunities

• Oversee and manage the accounting needs of business, high-net-worth, family office clients. • Generate new prospects and networking opportunities. • Develop and maintain client relationships, addressing any inquiries or concerns promptly. • Establish, monitor, and enforce a comprehensive set of internal controls and develop policies and procedures regarding accounting and financial-related issues. • Oversee the monthly, quarterly, and annual close cycle, including all relevant journal entries, accruals, reconciliations, variance analysis, and associated reporting requirements. • Establish GAAP accounting standards and procedures. • Review financial reports and statements to ensure compliance with regulations and accuracy in reporting. • Prepare various monthly and annual corporate financial reports for clients, including consolidated financial statements, income statements, balance sheets, cash-flow statements, etc. • Support cross-functional accounting and finance systems implementation integrations. • Lead and guide staff through mentorship and assistance.

• Build, maintain, and continuously refine target account lists, tiering, and scoring models in 6Sense and Demandbase • Monitor intent data and account engagement signals daily; flag movement and surface insights to the Director of ABM before they become client questions • Support the Director of ABM in developing ABM audits, playbooks, and GTM plans for clients • Translate account tiers and intent signals into campaign briefs and targeting inputs for Paid Media, Paid Social, Content, and Email/Lifecycle teams • Coordinate with channel teams to confirm account-based campaigns are executing against the intended tiering and messaging strategy • Own ABM reporting and dashboards; track pipeline influenced/sourced, account engagement, and movement through funnel stages • Support cross-agency collaboration across SEO, Paid Media, Creative, PR, Influencer, and CRO to keep ABM campaigns unified • Assist Revenue and Appraisal teams with account and market research for new and expanded business opportunities • Employ AI technologies to enhance and optimize ABM processes and reporting • Utilize and leverage Power Digital's nova ecosystem as it relates to ABM strategy and reporting • Join client calls and discovery discussions to represent ABM performance and platform data; build toward leading these independently

• Build, maintain, and continuously refine target account lists, tiering, and scoring models in 6Sense and Demandbase • Monitor intent data and account engagement signals daily; flag movement and surface insights to the Director of ABM before they become client questions • Support the Director of ABM in developing ABM audits, playbooks, and GTM plans for clients • Translate account tiers and intent signals into campaign briefs and targeting inputs for Paid Media, Paid Social, Content, and Email/Lifecycle teams • Coordinate with channel teams to confirm account-based campaigns are executing against the intended tiering and messaging strategy • Own ABM reporting and dashboards; track pipeline influenced/sourced, account engagement, and movement through funnel stages • Support cross-agency collaboration across SEO, Paid Media, Creative, PR, Influencer, and CRO to keep ABM campaigns unified • Assist Revenue and Appraisal teams with account and market research for new and expanded business opportunities • Employ AI technologies to enhance and optimize ABM processes and reporting • Utilize and leverage Power Digital's nova ecosystem as it relates to ABM strategy and reporting • Join client calls and discovery discussions to represent ABM performance and platform data; build toward leading these independently