Founding Account Manager, Advisor Services & Loyalty

Fora
New York
Workplace: OnsiteFull timeUSD 150,000 - 175,000 annuallyFunction: Customer Success & Account ManagementExperience: 5-7 yearsSkills: ["Communication","Coaching","Strategic thinking","Builder mentality","Data-driven decision making"]

Build the account management function from scratch for high-value travel advisors. Own both the strategic operating model—playbooks, cadences, escalation protocols, routing, and measurement—and a portfolio of incoming and top-performing advisors. Conduct business reviews using booking and pipeline data, coach growth goals through seasonal peaks, flag retention risks, and drive measurable GMV lift while partnering closely with Advisor Services, RevOps, Training, Product, and Events.

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FursaFursa
Fora
Fora
3 days ago

Founding Account Manager, Advisor Services & Loyalty

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Last checked: 10 hours agoStatus: Live

Job Summary

Build the account management function from scratch for high-value travel advisors. Own both the strategic operating model—playbooks, cadences, escalation protocols, routing, and measurement—and a portfolio of incoming and top-performing advisors. Conduct business reviews using booking and pipeline data, coach growth goals through seasonal peaks, flag retention risks, and drive measurable GMV lift while partnering closely with Advisor Services, RevOps, Training, Product, and Events.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build the account management operating model, including assignment stages, success criteria, and how the function interfaces with coaching, ops, training, events, and support.
  • •Create and document playbooks for cadence of check-ins, business review formats, outreach templates, escalation paths, and routing/hand-off protocols.
  • •Manage a portfolio of incoming experienced advisors and high-performing advisors (~30 initially, growing to 150+), including selective engagement of top pre-Pros.
  • •Run regular business reviews using booking data, client pipeline, product adoption, booking velocity, and plan-mix to set growth goals and identify constraints.
  • •Own escalations and retention risk interventions, route to internal teams (Product, Training, Ops), track resolution, and feed structured insights back to stakeholders.

Pay and Benefits

Salary: USD 150,000 - 175,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kEquityPaid LeaveCommuter BenefitsSupplemental LifeWellhub Membership

Key Requirements

  • •5–7 years in relationship-intensive, go-to-market, or premium member experience roles with a business-building component (e.g., customer success, wealth management, revenue operations, strategy, or high-revenue B2B customer success).
  • •Ability to have substantive business conversations with top producers about strategy, pipeline, growth trajectory, and bottlenecks.
  • •Builder mentality to design systems and processes while carrying a real book of work in an ambiguous, early-stage environment.
  • •Strong written and verbal communication to coach high-expectation individuals and translate data into actionable recommendations.
  • •Comfort with data and dashboards to spot trends and translate numbers into coaching decisions.
Experience:5-7 yearsGo-to-marketPremium member experienceWealth managementRevenue operationsHigh-revenue B2B customer successEarly-stage startupsTravelHospitality
Skills:CommunicationCoachingStrategic thinkingBuilder mentalityData-driven decision making
Languages:English
Tech Stack:CRMDashboardPipeline managementActivity trackingBooking dataPortfolio management tools

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