Operations Specialist, Advisor Activation
External
Foratravel · New York CityPrepare for this interview
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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.
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.
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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