Operations Specialist, Advisor Activation

About Fora

Fora is the modern travel agency , empowering anyone with a passion for travel to build a thriving advisory business. We're modernizing the $100B+ travel agency industry by combining powerful technology, data, and community to enable thousands of entrepreneurs to build on our platform. Our business-in-a-box platform gives travel entrepreneurs everything they need to launch and scale, from cutting-edge tools and personalized training to a vibrant community and exclusive industry partnerships. At the heart of it all is our mission: to help the next generation of travel entrepreneurs turn their love for travel into a fulfilling career , whether full-time or part-time. We believe that everyone, from seasoned professionals to first-time advisors, can build something both profitable and personal.

Founded in 2021 by seasoned entrepreneurs, Fora has grown steadily since, expanding to a team of 200+ full-time employees based in downtown New York City . In 2025, we announced our $60 million Series B and C investment rounds , led by Thrive Capital and Insight Partners , with participation by previous investors including Forerunner and Heartcore Capital. We've also been recognized as a LinkedIn Top Startup 2024, Fast Company's Most Innovative Companies 2025 and 2023, and Built In 2025 Best Places to Work.

We're building the first truly unified platform for all travel needs-leveraging the best of human expertise and technology to transform how people plan and book travel.

About The Role

The Operations Specialist, Advisor Activation role is at the heart of onboarding Fora's newest advisors, supporting the systems, processes, and programming that enable new advisors to progress toward key milestones.


This is a highly operational role focused on execution and continuous improvement. The role works across tools, workflows, and communications to ensure onboarding and early advisor experiences run smoothly and scale effectively. This role partners cross-functionally with teams across advisor activation, product operations, membership and growth, and sales to identify gaps, improve processes, and implement practical solutions.


The ideal candidate is someone who is energized by fixing broken processes, comfortable building in tools like Claude and Zapier, and knows how to communicate with empathy when working with new users.
Key Responsibilities

• Use no-code and AI tools to design and automate operational workflows: communication sequences, onboarding programs, and complex user lifecycle campaigns.
• Build and maintain scalable systems that support advisor onboarding and activation.
• Identify gaps in processes, propose solutions, and execute improvements quickly.
• Manage daily operational processes and ensure advisor-facing trainings and resources run smoothly.
• Partner with cross-functional teams to continuously improve the advisor journey.
• Stay organized in a fast-moving environment, balancing multiple projects and priorities.

Requirements

• 1-2 years of experience (including strong internship experience) in user lifecycle management, customer success, operations, or program management roles.
• Strong critical thinking and analytical skills; confident diving into problems and seeing them through to resolution.
• Exceptionally detail-oriented and precise, with a track record of catching what others miss.
• Curious and adaptable - comfortable navigating ambiguity and picking up new tools without a lot of hand-holding.

Strongly Preferred

• Hands-on experience with workflow automation, CRM, or customer communication tools - Zapier, Intercom, HubSpot, or similar. Demonstrated ability to learn new platforms quickly.
• A track record of spotting manual or inefficient processes and owning the fix end-to-end.
• Emotionally intelligent communicator who can build trust quickly with new users across email, Zoom, and in-person interactions.
• Passion for supporting entrepreneurs.
• Travel advising knowledge or interest in the travel industry.

Compensation

Compensation for this role varies based on experience, with an indicative range of $70K-$90K + equity. Final compensation will depend on the level at which the candidate is hired, as we're considering multiple levels for this role.

• Unlimited vacation
• Health Insurance (including an option completely covered by Fora HQ)
• Dental & Vision Insurance
• 401k plan
• Commuter Benefits
• Supplemental Life Insurance
• Stock Options

This role is based in our beautiful New York City office (Tribeca/Fidi) with lots of natural light and great views.


Our Values

We're forging our own path

Fora has always been about driving change within the industry. We're not interested in maintaining the status quo.


We're stronger together

Community is our cornerstone and collective power is our strength. We believe we can all go further when we operate together, using our combined leverage to unlock better opportunities and outcomes for our advisors, partners, and travelers.

We believe in technology

We believe technology is an answer to some of the most fundamental challenges the travel industry faces. We believe advancements in AI, bold investments in our platforms, and a world-class data infrastructure will transform the work of our advisors and our partners, while creating better travel experiences for travelers.

We're here to serve

We operate in service of our community and believe that when they're empowered to focus on what they do best, we all win. It's why we relentlessly advocate for our advisors and prioritize their best interest every step of the way.

We mean business

Fora is equal parts fun, meaningful work and serious travel business. We're unlocking opportunities for thousands of travel entrepreneurs, delivering a stream of high-quality guests at scale for our partners, and providing a superior travel experience for our travelers. It's a better equation for the future of our industry.

WORK AUTHORIZATION

Authorization to work in the United States is required for full-time roles based in our New York City office. Fora is unable to sponsor or assist with U.S. work authorization. Roles based outside of the United States are not subject to this requirement.

EQUAL OPPORTUNITY

Fora is committed to an equitable hiring process and an inclusive work environment. BIPOC and traditionally underrepresented candidates are strongly encouraged to apply. We will not discriminate and will take action to ensure against discrimination in employment, recruitment, advertisements for employment, compensation, termination, upgrading, promotions, and other conditions of employment against any employee or job applicant on the bases of race, color, gender, national origin, age, religion, creed, disability, veteran's status, sexual orientation, gender identity, gender expression or any other characteristic protected by law.