Operations Specialist, Advisor Activation

· Remote

Location

Remote

Type

Full Time

Job Description

ForaJobs
Operations Specialist Advisor Activation

Operations Specialist Advisor Activation

Reposted 9 Hours Ago
Easy Apply
New York City NY USA
Hybrid
70K-90K Annually
Junior
Agency • On-Demand • Professional Services • Sales • Software • Travel • Hospitality
Fora is the modern travel agency redefining what it means to be a travel advisor in today’s world.
The Role
The Operations Specialist helps onboard new advisors enhances operational workflows and improves processes across teams to ensure effective advisor experiences.
Summary Generated by Built In
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.

Skills Required

  • 1-2 years of experience in user lifecycle management customer success operations or program management roles
  • Bachelor's Degree in Business Finance Engineering Statistics Applied Math Data Science or equivalent practical experience
  • Strong critical thinking and analytical skills
  • Exceptionally detail-oriented and precise
  • Emotionally intelligent communicator
  • Experience with workflow automation CRM or customer communication tools
  • Passion for supporting entrepreneurs
  • Travel advising knowledge or interest in the travel industry

Fora Compensation & Benefits Highlights

  • Leave & Time Off BreadthEmployee materials indicate unlimited PTO paid holidays flexible scheduling hybrid work and three weeks per year of work‑from‑anywhere. These time‑off policies convey a broad flexible approach for HQ roles.
  • Healthcare StrengthEmployee materials highlight comprehensive medical dental and vision coverage alongside core protections like life and disability insurance. This points to strong foundational health coverage for employees.
  • Retirement SupportEmployee materials specify access to a 401(k) program as part of the total rewards package. This provides baseline retirement support consistent with a competitive benefits offering.

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The Company
HQ: New York NY
170 Employees
Year Founded: 2021

What We Do

Fora is the modern travel agency redefining what it means to be a travel advisor in today’s world. We’re a next-generation platform that provides a comprehensive business-in-a-box solution—combining cutting-edge technology personalized training a vibrant community and exclusive industry partnerships—all designed to empower anyone with a passion for travel to turn that passion into a thriving business. Whether you're a travel enthusiast or an experienced professional Fora equips you with everything needed to launch and scale a successful travel advisory business making it the ultimate way to align work with your lifestyle. At the heart of Fora is our mission: to power the next generation of travel entrepreneurs to transform their love for travel into a fulfilling full-time or part-time career offering unparalleled flexibility autonomy and support. We believe that everyone from seasoned travel professionals to first-time entrepreneurs can build a career that’s both profitable and aligned with their passions. Our platform combines innovative technology with the human touch offering: Best-in-class training programs to help agents develop expert knowledge no matter their starting point. A powerful suite of tools for booking client management and marketing ensuring agents can focus on delivering exceptional travel experiences. Access to an engaged community of fellow advisors fostering collaboration support and shared learning. Exclusive partnerships with top travel brands providing access to competitive rates perks and experiences that elevate advisors’ offerings. Since our founding in 2021 by experienced travel entrepreneurs Henley Vazquez Jake Peters and Evan Frank Fora has experienced rapid growth expanding to a team of 130+ full-time employees based in downtown New York City. Earlier this year 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. This funding represents a vote of confidence in the enduring power of entrepreneurship and secures our ability to build a category-defining travel brand. We have a vision for the future that leverages the best of humans and the best of technology to create the first truly unified platform for all travel needs - from staycation to the safari.

Why Work With Us

Fora is redefining the travel industry by challenging norms and fostering a culture of growth curiosity and autonomy. We invest in cutting-edge technology to fuel innovation and empower our team to drive impactful change. Here you’ll find meaningful work with ample opportunities for internal growth.

Gallery

Fora Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Fora’s workplace policy offers balance and flexibility: we’re in-office 4 days a week enjoy 3 weeks remote annually and have flexible Fridays—all in a bright inviting space in Fidi/Tribeca that fosters collaboration and creativity.

Typical time on-site: 4 days a week
HQNew York NY

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Date Posted

06/01/2026

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