Sales Reporting Assistant

Our travel agents are respected worldwide by a massive network of cruise, resort and tour companies, giving us special advantages to making your vacation truly unique.


Travel Leaders Group

Travel Leaders travel agents will take the time to understand your unique travel interests and aspirations, until we "get you." We then use our education, first-hand travel experience and relationships with airlines, car, hotel, resort, tour and cruise supplier partners to make sure you enjoy an exceptional personalized travel experience that will create memories to last a lifetime.

keywords: communication,sales,encourage,customer care,management,reporting,assist,technology,education,organization,experience,communication,travel

Full Time

Competitive Compensation Package

Overview: Incumbent will play a fundamental role supporting sales team by running analytical data reports out of salesforce and powerbi. Reports will be used to create summaries and communicated to the team to track sales goals and run campaigns to hit key targets. Incumbent will also communicate with our members to increase revenue, program adoption and retention. Field incoming calls/emails from prospective & current members. 
Responsibilities: <ul> <li>Completes call-out campaigns to promote supplier specials, encourage event participation and assist with membership retention.</li> <li>Field incoming member phone line and manage the inside sales inbox.</li> <li>Run various reports in Salesforce/Powerbi to create summary tables in excel based on data/findings.</li> <li>Update/add membership records in Salesforce</li> <li>Prepares PowerPoint presentations and coordinates meetings with guest speakers/suppliers.</li> <li>Assists with memebership retention/dues collection</li> <li>Other duties as reasonably assigned.</li> </ul>
Requirements: <ul> <li>College Degree or minimum 1 year customer service experience preferred.</li> <li>Previous telephone sales experience a plus</li> <li>Customer service experience required</li> <li>Must possess exceptional oral and written communication skills</li> <li>Proficient in MS Office, experience with Salesforce helpful</li> <li>Must be proficient in Microsoft Excel, including using pivot tables, creating graphs, creating spreadsheets and running reports</li> <li>Poses the ability to multi-task and apply an analytical approach to problem solving and decision-making</li> <li>Goal oriented and action-focused, pragmatic, and self-disciplined</li> <li>Travel &lt;10%</li> </ul>