Founding Account Manager, Advisor Services & Loyalty
Core
Founding Account Manager building the account management function from scratch for high-value travel advisors, combining strategic function design with direct portfolio management to drive advisor growth and retention.
Role type
Founding Account Manager (Player-Coach)
Builds
Account management operating model, playbooks, cadences, escalation protocols, and portfolio management systems for high-performing travel advisors.
Domain
Travel Technology / B2B2C / Advisor Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Strategic function design, portfolio management, growth coaching, business review analysis, playbook development, cross-functional liaison, data-driven decision making, system building, stakeholder management, high-stakes communication
Preferred skills
Experience in wealth management, management consulting, or premium member services, ability to work with frontier AI tooling, builder mentality
Technologies
CRM, activity tracking tools, data dashboards
Responsibilities
Design the account management operating model and playbook; Manage a portfolio of ~30 high-performing advisors; Conduct regular business reviews to identify growth opportunities; Flag retention risks and manage escalations; Partner with Product, Training, and Events to shape the advisor experience; Define hiring profiles and measurement frameworks for the function.
Seniority
Founding, hands-on IC with strategic design responsibilities