Advisor Success Director

Internova Travel Group

. Directly manage, coach, and develop Advisor Success Managers aligned to a specific vertical .

Posted 10/26/2026full-timeRemote • United StatesLead💰 $79,714 - $130,782 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong leadership in managing and developing Advisor Success Managers while ensuring effective performance management and operational excellence. Proficient in data analysis and translating insights into actionable strategies to enhance advisor engagement and retention.

Highest-signal resume keywords

People Leadership ExperienceAdvisor Success ManagementData Analysis and InterpretationSalesforce ProficiencyTravel Industry Expertise

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Performance ManagementAccount ManagementPortfolio ManagementAnalytical SkillsCoaching and Development

Soft Skills

Excellent CommunicationProblem-SolvingCross-Functional CollaborationChange Management

Tools & Technologies

Microsoft OfficeCRM SystemsSalesforcePower BI

Industry Keywords

Travel IndustryAdvisor SupportOperational LeadershipIndependent Contractor ModelsAdvisor Engagement

Tech Stack

Tools & technologies

Assembly

About the role

Key responsibilities & impact

Directly manage, coach, and develop Advisor Success Managers aligned to a specific vertical
Set ASM performance expectations for advisor engagement, retention, documentation, and data-driven account management
Conduct regular 1:1s, performance reviews, and development planning
Ensure consistent application of Advisor Success best practices, workflows, and service standards
Oversee advisor portfolios across ASMs, including retention, engagement, and advisor health indicators
Identify at-risk advisors and escalation patterns and develop intervention and mitigation strategies
Review advisor performance trends, splits, engagement data, and system adoption to inform action plans
Support complex advisor conversations, escalations, transitions, onboarding, and offboarding
Translate VP-defined vertical priorities into actionable plans and ASM expectations
Support rollout and adoption of advisor-facing programs, initiatives, and strategic priorities
Assess program effectiveness and advisor impact with VP leadership
Provide field feedback to inform strategy refinement and continuous improvement
Ensure consistent execution of Advisor Success processes, documentation, Salesforce hygiene, reporting, and workflows
Partner with Operations, Finance, Technology, Support, Recruiting, Marketing, and Learning & Development teams
Support advisor communications and aligned messaging
Contribute to leadership discussions, planning sessions, and performance reviews as an operational partner to the VP
Oversee external corporate client support delivered by ASMs supporting Business Travel advisors
Partner on complex client escalations, strategic account reviews, and advisor-led business planning for corporate accounts
Ensure service quality, issue resolution, and advisor-client engagement standards across business travel portfolios
Address workflow, technology, and service model challenges impacting corporate clients

Requirements

What you’ll need

8–10+ years of experience in the travel industry, account management, advisor support, or operational leadership
3–5+ years of people leadership experience, preferably managing account managers or advisor-facing roles
Deep understanding of Independent Contractor advisor models and portfolio management
Strong analytical and operational mindset with ability to interpret data and translate insights into action
Proven ability to coach, develop, and hold teams accountable to performance standards
Excellent communication, problem-solving, and cross-functional collaboration skills
Comfortable leading through change and supporting organizational evolution
Proficiency in Microsoft Office tools
Proficiency in CRM systems; Salesforce preferred
Proficiency in reporting platforms; Power BI a plus
Willingness to travel as needed to support advisors, teams, and company initiatives

Benefits

Comp & perks

Choice of two medical plans
Two dental plans
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, & renters insurance
May be eligible for an incentive, commission, bonus, or discretionary bonus program based on company financial goal achievement and individual performance