About the Company:

About the Role:

RESPONSIBILITIES:

Sales & Client Service 

• Collaborate with leadership and marketing teams to develop a Go-To-Market (GTM) and client acquisition strategy.
• Manage and track the sales pipeline from initial inquiry through signed agreement via our CRM (Pipedrive).
• Respond to inbound leads, conduct discovery calls as needed, and follow up on proposals and opportunities.
• Serve as the primary client contact throughout the planning process.

Property, Supplier & Partnership Relationship Management

• Source, evaluate, onboard, and manage a curated portfolio of retreat properties, private villas, and hospitality partners.
• Negotiate and enforce property agreements, preferred rates, commissions, concessions, and partnership terms.
• Build and maintain a network of trusted suppliers, including transportation providers, private chefs, facilitators, wellness practitioners, activity providers, photographers, and other experience partners for each destination.
• Maintain accurate and up-to-date supplier profile information across all systems, databases, and client-facing platforms.
• Manage partner contracts, renewals, pricing, insurance requirements, key contacts, and performance reviews.
• Continuously inform the future growth of the business through research of new destinations, properties, experiences, and partnership opportunities that enhance the Executive Retreats offering.

Retreat Planning & Platform Operations

• Support clients through the retreat planning journey using Moniker Executive Retreats' digital tools and planning platform.
• Develop retreat proposals, budgets, agendas, timelines, and client-facing planning resources.
• Build, manage, and continuously improve the collaborative agenda builder.
• Coordinate accommodations, transportation, dining, activities, facilitators, and supplier logistics to ensure retreats are fully prepared for execution.
• Prepare retreat documentation, operational plans, and handoff packages, and conduct final quality assurance reviews prior to departure.
• Monitor the client's progress throughout the planning process and provide support as needed.

Systems, Website & Data Management

• Own and maintain operational systems, software platforms, databases, and business tools.
• Serve as the internal expert on company technology platforms, including Cockpit, Qwilr, Typeform, and future business systems.
• Maintain and update website content, property listings, destination pages, retreat packages, imagery, and marketing assets.
• Ensure all digital content, databases, and documentation remain accurate, organized, and aligned with brand standards.
• Develop and maintain SOPs, workflows, and operational documentation.
• Identify opportunities for automation, process improvement, and operational efficiency.

Financial Administration & Business Operations

• Build and manage retreat budgets, forecasts, and financial trackers.
• Manage invoicing, deposits, payment schedules, supplier payments, and reconciliations.
• Monitor profitability, margins, and overall retreat financial performance.
• Support contract reviews, business reporting, and operational metrics.
• Contribute to the development of retreat offerings, pricing models, operational processes, and scalable business infrastructure.
• Continuously improve the client experience, operational efficiency, and overall growth of Moniker Executive Retreats.

The Ideal Candidate:

• Has 5+ years of experience in operations, hospitality, retreat planning, event planning, travel, concierge/executive services, business operations, or a related field.
• Experience managing projects from sale through delivery.
• Strong financial and budget management skills.
• Experience working with CRM platforms, databases, websites, and operational software.
• Exceptional organizational and project management abilities.
• Comfortable managing multiple projects and competing priorities simultaneously.
• Excellent written, verbal, and phone communication skills.
• Confident building relationships with clients, property partners, suppliers, and industry contacts.
• Ability to work independently in a fast-paced, entrepreneurial environment.

You'll Be Great In This Role If:

• You thrive in fast-moving environments and enjoy helping build systems, processes, and best practices as a business grows.
• You are highly organized, detail-oriented, and take pride in keeping information accurate, up-to-date, and well managed.
• You enjoy building relationships and are comfortable picking up the phone to connect with clients, suppliers, and partners.
• You are proactive, resourceful, and don't wait to be told what to do.
• You enjoy researching, sourcing, and uncovering new opportunities, whether that's a retreat property, supplier, destination, or business partnership.
• You naturally look for ways to improve efficiency, create structure, and solve problems.
• You take ownership of your work, follow through on commitments, and are comfortable being accountable for outcomes.
• You enjoy being part of a collaborative team and are always willing to jump in where needed.

This Role Won't Be a Good Fit If:

• You prefer highly structured environments where every process, system, and decision has already been built for you.
• You dislike managing multiple projects, priorities, and deadlines at the same time.
• You prefer focusing on a single area of expertise rather than wearing multiple hats across sales, operations, partnerships, systems, and planning.
• You're uncomfortable picking up the phone, building relationships, or having conversations with clients, suppliers, and partners.
• You prefer waiting for direction rather than taking initiative and figuring things out independently.
• You struggle with administrative details, data management, documentation, or keeping systems organized and up-to-date.
• You're looking for a role focused primarily on on-site event execution or travel. This position is largely behind-the-scenes and focused on planning, coordination, and business operations.
• You are uncomfortable with change, ambiguity, or helping build processes as a business grows.
• You prefer to be measured by effort rather than outcomes and accountability.

Compensation:

Benefits:

• 4-Weeks Starting Vacation 🌴
• Company Paid (100%) Health & Dental Benefits 🏥
• $2,500 Annual Professional Development Stipend 📚
• 100% Remote Work (Forever!) 🏠
• $2,000 Annual ‘Work from Wherever’ Stipend 💻
• 4-Day Work Week During the Summer (Friday’s Off!) ☀️
• $500 Annual “Health & Wellness” Credit 🏋️‍♀️
• You get your Birthday Off!
• Travel Opportunities 🗺️
• Aeroplan Points for Personal Travel ✈️
• Bi-Monthly Social Events, Flexible Hours
• Twice Annual Retreats (In recent years, we’ve taken the team to Tuscany 🇮🇹, Cartagena 🇨🇴, Prince Edward Island 🇨🇦, Nicaragua 🇳🇮, Maryland 🇺🇸, and Tulum)
• And more! 🎉

Travel:

• Moniker's internal team retreats (Monikons)
• Property and destination site visits
• Supplier and partner meetings
• Industry conferences, trade shows, and networking events
• Retreat-related travel to support operational excellence, training, or business development initiatives

Curious?

1. Describe a project, process, or initiative that you improved in a previous role. What was the opportunity you identified, what changes did you implement, and what impact did those changes have on your team, clients, or the business?
2. Tell us about a time you were given very little direction but were expected to deliver a successful outcome. How did you approach the situation, what resources did you rely on, and what was the final result?
3. This role requires balancing multiple priorities while maintaining an exceptional level of organization and attention to detail. Can you provide an example of a time you were managing several competing priorities? How did you stay organized, make decisions about what came first, and ensure nothing slipped through the cracks?
4. Describe a time you proactively took ownership of something that wasn't technically your responsibility. What prompted you to step in, what actions did you take, and what was the outcome?
5. Learning new technology and adapting to change are important parts of this role. Tell us about a new software platform, tool, or skill you had to learn quickly. What was your approach to learning it, and how did it improve your ability to do your job?
6. Describe a time when something didn't go according to plan while supporting a client or customer. How did you respond in the moment, and what did you learn from the experience?