Fora

1 month ago

Advisor Business Insights Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Lead the end-to-end insights function for Fora’s top advisors by designing and maintaining reporting infrastructure, dashboards, and analytical frameworks that translate advisor data into strategic growth actions. Partner with Strategy, Sales, and Operations to drive coaching, portfolio planning, and risk/opportunity identification, using AI-enabled analytics to inform advisor coaching and optimize growth across the advisor base.

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Manager level

Key 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.

Pay and Benefits

Salary: 100,000 - 130,000

Equity and Bonus:Equity

Perks:Paid LeaveHealth InsuranceDentalVisionWellhub Memberships401kEquityCommuter BenefitsLife Insurance

Key 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

Experience:3-5 yearsTravelHospitality

Skills:CommunicationStorytellingCollaborationProblem-solvingAttention to detail

Languages:English

Tech Stack:OmniLookerTableauAI

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Fora

Fora is a travel technology company offering corporate travel management solutions and tools to streamline business travel booking, expense control, and traveler support for organizations.

Industry: TravelTech

Website

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Fora

1 month ago

Advisor Business Insights Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Manager level

Key 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.

Pay and Benefits

Salary: 100,000 - 130,000

Equity and Bonus:Equity

Perks:Paid LeaveHealth InsuranceDentalVisionWellhub Memberships401kEquityCommuter BenefitsLife Insurance

Key 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

Experience:3-5 yearsTravelHospitality

Skills:CommunicationStorytellingCollaborationProblem-solvingAttention to detail

Languages:English

Tech Stack:OmniLookerTableauAI

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Fora

Fora is a travel technology company offering corporate travel management solutions and tools to streamline business travel booking, expense control, and traveler support for organizations.

Industry: TravelTech

Website