Charlene B

Premium Systems & Itinerary Specialist for Travel Advisors
Charlene B
Premium Systems & Itinerary Specialist for Travel Advisors
About
With 3+ years of experience supporting travel advisors behind the scenes, I specialize in streamlining operations and implementing systems that make travel businesses run smoothly.
From organizing partially implemented workflows and scattered processes to building structured systems in platforms such as ClickUp, Notion, TravelJoy, and Tern, I help advisors create efficient backend operations while delivering polished client experiences.
Alongside systems work, I also support advisors with high-quality itinerary and proposal creation, ensuring both the operational and client-facing sides of the business run seamlessly.
As a Travefy Certified Professional and Notion Advanced Badge holder, with hands-on experience across the platforms travel advisors rely on daily, I bring both technical implementation skills and a strong understanding of travel advisor workflows.
Advisors often work with me for:
- Workflow design and platform implementation
- Organizing backend systems and operational processes
- Building polished itineraries and proposals in Travefy, AXUS, TravelJoy, and Safari Portal
- Destination research and itinerary support when needed
Clients often note my ability to quickly understand their workflows, identify opportunities for improvement, and turn scattered setups into structured systems that save time and reduce stress.
If you're looking for a partner who can bring structure to your systems while delivering polished client-facing materials, I’d love to help.
From organizing partially implemented workflows and scattered processes to building structured systems in platforms such as ClickUp, Notion, TravelJoy, and Tern, I help advisors create efficient backend operations while delivering polished client experiences.
Alongside systems work, I also support advisors with high-quality itinerary and proposal creation, ensuring both the operational and client-facing sides of the business run seamlessly.
As a Travefy Certified Professional and Notion Advanced Badge holder, with hands-on experience across the platforms travel advisors rely on daily, I bring both technical implementation skills and a strong understanding of travel advisor workflows.
Advisors often work with me for:
- Workflow design and platform implementation
- Organizing backend systems and operational processes
- Building polished itineraries and proposals in Travefy, AXUS, TravelJoy, and Safari Portal
- Destination research and itinerary support when needed
Clients often note my ability to quickly understand their workflows, identify opportunities for improvement, and turn scattered setups into structured systems that save time and reduce stress.
If you're looking for a partner who can bring structure to your systems while delivering polished client-facing materials, I’d love to help.
$30/hour
South Africa
English | Afrikaans
Open to ongoing, long term, and short term work
Last active 3 hours ago
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Skills
Axus
ClickUp
CRM Management
Destination Research
HubSpot
Itinerary Building
Notion
Proposals
Safari Portal
Team Productivity Tools
Tern
Travefy
TravelJoy
Trello
Workflows
Work history
ClickUp Implementation Specialist
$0.00
No feedback provided
February 21, 2026 – March 24, 2026
HubSpot Implementation
$323.33
No feedback provided
February 23, 2026 – March 19, 2026
ClickUp design and implementation
$466.66
No feedback provided
January 25, 2026 – February 16, 2026
AXUS & Admin Support
$107.50
No feedback provided
August 19, 2025 – February 13, 2026
Create Travefy Proposal - France Honeymoon
$370.82
No feedback provided
November 6, 2025 – February 9, 2026
Employment history
CoPilot | Lucia
January 2024 – Present
Virtual Assistant | Vgari Lifestyle
Part Time
January 2023 – February 2024
Education history
Travefy
Travefy Certification Course
Cloudbeds University
Certified Cloudbeds Partner
Notion
Notion Advanced Badge
Fun Facts
💬
Describe yourself in five words
Organized, meticulous, efficient, independent, understanding
💭
Best piece of advice
You can achieve anything you set your mind to.
🧑🏼💼
First job
Receptionist at an interior decorating company
🌎
Favorite destination
Cape Town
🍽
Favorite food
Pasta
🗺
Bucket list destinations
Croatia, Cinque Terre, New York City
⭐
Hobbies
Photography, whale watching, reading
🌴
Destination expertise
South Africa