Advisor Integration Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Guide newly recruited advisors through their initial three to six months at GTC.

• Assist with technical onboarding and ensure seamless integration into GTC.

• Train advisors on GTC's systems, resources, and service offerings.

• Direct advisors to the relevant subject-matter experts or additional training modules.

• Collaborate with the Growth Team to understand the business and goals of each new advisor prior to onboarding.

• Complete technical onboarding tasks as part of the Onboarding Team.

• Provide coverage for the onboarding team during peak capacity periods.

• Deliver foundational training on GTC tools such as Advisor OS and GTC ONE.

• Conduct an introductory “Get Started” call that covers GTC resources, systems, accounting, hotel programs, partner programs, CCRA, and marketing resources.

• Offer structured, needs-based training following the onboarding process.

• Educate advisors about support desks and effective communication with each team.

• Check in with new advisors on a weekly basis during their first six months to provide training and address issues.

• Meet regularly with ASMs to ensure that necessary support actions are executed.

• Create tailored training or support for new advisors as necessary.

• Organize meetings with internal departments for enhanced learning or issue resolution.

• Stay updated on internal changes and communicate any updates that may impact advisors.

• Develop processes, tools, and materials to enhance efficiency and improve the daily experience for advisors, ASMs, and internal teams.

• Transfer responsibility to the ASM after six months or sooner, as determined by the Integration Manager, ASM, and Director of Sales Operations.

⛳️ Requirements

• Over 5 years of training experience in the travel industry.

• Demonstrated ability to train and support both clients and colleagues.

• Strong understanding of GTC’s platforms, tools, partner network, and program offerings.

• Experience in travel, advisor relations, account management, or a similar client-facing role.

• Experience working with Independent Advisors is preferred.

• Familiarity with Sabre is advantageous; proficiency is a significant plus.

• Experience with Salesforce is preferred.

• Exceptional analytical and problem-solving abilities.

• Capability to work independently.

• Outstanding communication and relationship-building skills.

• Highly organized, detail-oriented, and self-motivated.

• Proficient in MS Office, including MS Forms.

• Experience with project management software, such as Teams and Smartsheet.

• Experience in managing CRM systems.

• Excellent organizational skills and ability to multitask under pressure.

• Strong teamwork and interpersonal skills.

• Ability to maintain confidentiality of sensitive information.

• Effective listening skills with the ability to gain deeper understanding.

• Quick learner with the ability to apply knowledge efficiently.

• Willingness to travel periodically.

🏝️ Benefits

• Choice of two medical plans.

• Two dental plan options.

• Vision insurance.

• Flexible spending accounts (FSAs).

• Company-paid life insurance and AD&D.

• Optional additional life insurance and AD&D.

• Disability insurance.

• Paid parental leave.

• Paid time off.

• 401k Plan with company match.

• Discounted employee travel options.

• Access to LinkedIn Learning webinars and courses.

• Discounted pet insurance.

• Discounted auto, home, and renters insurance.

• Potential eligibility for an incentive, commission, bonus, or discretionary bonus program based on company financial goal achievement and individual performance.