Operations Specialist, Advisor Activation
Operations
New York, NY, USA
USD 70k-90k / year + Equity
About Fora
Fora is the modern travel agency, empowering the next generation of entrepreneurs to build thriving travel advisory businesses. We're modernizing the $100B+ travel industry with AI woven through every part of the advisor's workflow, plus global supplier relationships, personalized training, and a vibrant community, all in one place. That's what lets advisors build businesses that scale, while their taste and service create trips no algorithm alone could plan. 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.
The same idea shapes how we work. We're mission-driven and obsessed with our customers, and we believe humans and AI are both essential: the best work here comes from people and technology at their best, together.
Founded in 2021, Fora has grown to a team of 200+ full-time employees based in downtown New York City. In 2026, we closed a $60 million Series D led by Forerunner and Tactile Ventures, with continued backing from Thrive Capital, Insight Partners, and Heartcore Capital. We've been named a LinkedIn Top Startup (2024), one of Fast Company's Most Innovative Companies (2023 and 2025), and one of TIME's 100 Most Influential Companies (2026).
Come build something that hasn't existed before.
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.