Advisor Business Insights Manager
External
Foratravel · New York CityPrepare for this interview
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About the role
The Advisor Business Insights Manager will own the full insights function for our top advisors end-to-end: building it, running it, and making it indispensable to how our business strategy and sales coaches operate. That means designing and maintaining the reporting infrastructure, dashboards, and analytical frameworks that turn advisor data into decisions-and ultimately, into growth. This role partners closely with the Business Strategy & Sales and Operations & Enablement functions, serving as the analytical engine behind advisor coaching, business reviews, portfolio planning, and growth strategy. By translating advisor performance data into actionable insights, this role helps identify opportunities, uncover risks, and enable more effective coaching for Fora's highest-performing advisors. This role reports to Senior Manager, Advisor Strategy & Operations.
Responsibilities
- Build and maintain advisor reporting infrastructure: health scorecards, portfolio dashboards, and KPI frameworks
- Own business review support - developing the data narratives that make advisor coaching conversations strategic, not just retrospective
- Proactively identify trends and opportunities across the advisor base and surface them to the Fora X team
- Power data-driven coaching by feeding insights into advisor segmentation, growth plan design, and trigger-based outreach strategy, using AI to process advisor signals at scale and surface the next-best action for each coach
- Build scalable operations around advisor insights: standardized workflows, automated data pulls, and repeatable reporting cadences
- Develop advisor reports and other intelligence products that help advisors and coaches understand where they stand relative to peers on a similar growth path
- Define the metrics for advisor success and build the systems to track them
Requirements
- 3-5 years in analytics, insights, business intelligence, or data-driven account management
- Experience translating complex data into clear, actionable narratives - you make numbers tell a story that coaches and advisors can actually use
- Proficiency with BI tools (Omni, Looker, Tableau, or similar) and comfort working with large datasets
- Fluency with AI tools for data analysis and insights operations - you actively use AI to process large datasets, surface patterns, and automate what would otherwise require manual effort
- Experience supporting client-facing conversations with data - business reviews, strategic planning, growth conversations
- Comfortable building and owning the function independently from day one
- Travel or hospitality industry experience a plus
Benefits
Additional Information
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.
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