Operations Specialist, Advisor Activation

Fora
New York
Workplace: OnsiteFull timeFunction: Consulting & AdvisoryExperience: 1-2 yearsSkills: ["Communication","Analytical","Problem-solving","Empathy","Organization"]

Operationally focused role owning onboarding and activation workflows for Fora's advisor program. You’ll automate processes with no-code/AI tools, partner across teams to improve the advisor journey, and build scalable systems to scale onboarding and early experiences for new advisors, while balancing multiple projects in a fast-moving environment.

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FursaFursa
Fora
Fora
3 months ago

Operations Specialist, Advisor Activation

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live

Job Summary

Operationally focused role owning onboarding and activation workflows for Fora's advisor program. You’ll automate processes with no-code/AI tools, partner across teams to improve the advisor journey, and build scalable systems to scale onboarding and early experiences for new advisors, while balancing multiple projects in a fast-moving environment.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory

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.

Pay and Benefits

Perks:Paid LeaveHealth Insurance401kEquityCommuter Benefits

Key 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.
  • •Hands-on experience with workflow automation, CRM, or customer communication tools — Zapier, Intercom, HubSpot, or similar. Demonstrated ability to learn new platforms quickly.
Experience:1-2 yearsTravel
Skills:CommunicationAnalyticalProblem-solvingEmpathyOrganization
Languages:English
Tech Stack:ClaudeZapierIntercomHubSpot

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