Head of CRM & Lifecycle Marketing at Fora (Interview Calendar) | NY, US | Rezi

Head of CRM & Lifecycle Marketing at Fora (Interview Calendar)

Head of CRM & Lifecycle Marketing

Fora (Interview Calendar) · NY, US

4 weeks ago

Head of CRM & Lifecycle Marketing

Fora (Interview Calendar) · NY, US

a month ago
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About the Role

As Head of CRM & Lifecycle Marketing, you will own advisor acquisition through outbound and CRM-powered channels, and the full lifecycle engine that activates, grows, and retains Fora's advisor network. You will build this function in an AI-native way, reimagining lifecycle marketing with AI embedded in every layer. The ideal candidate is analytical, resourceful, AI-fluent, and has experience scaling CRM, outbound, and lifecycle programs in a marketplace, platform, or network-effects business.

Responsibilities

  • Build and scale Fora's outbound acquisition engine with a focus on quality over volume.
  • Develop clear ICPs for high-performing advisors and use them to sharpen outbound targeting and outreach strategy.
  • Develop and manage a switcher strategy to attract experienced agents from established travel companies.
  • Partner with Sales to ensure a seamless handoff from marketing-qualified lead to advisor onboarding.
  • Design and execute segmented onboarding and lifecycle journeys that optimize for time-to-first-booking, time-to-first-commission, and early advisor success.
  • Segment journeys by advisor type, tailoring messaging, cadence, and channel mix to each segment's needs and motivations.
  • Identify and remove friction across onboarding and early lifecycle stages.
  • Partner with the analytics team to develop and test hypotheses around how to accelerate advisors on the path to pro.
  • Design and execute lifecycle programs informed by insights to systematically push advisors up the production curve.
  • Develop re-engagement strategies for underperforming or dormant advisors to reduce churn and increase advisor lifetime value.
  • Build lifecycle programs that support Fora's event strategy.
  • Develop scalable, repeatable playbooks for event-driven lifecycle marketing.
  • Partner with Revenue Operations to build and maintain the AI-powered MarTech stack that powers outbound and lifecycle.
  • Define and track core metrics: lead quality, activation rate, time-to-first-booking, advisor productivity, and retention.
  • Continuously test and optimize across channels, segments, and messaging.

Requirements

  • 10–12+ years in growth, lifecycle, or marketplace marketing.
  • Experience building outbound prospecting and lifecycle programs from scratch, with a strong understanding of activation and engagement metrics.
  • Proficient in marketing automation and CRM platforms (e.g., HubSpot, Braze, Iterable, Salesforce Marketing Cloud, or similar).
  • Highly analytical — comfortable building dashboards, running cohort analyses, and making budget decisions grounded in data.
  • AI-fluent — actively using AI tools and has a point of view on how AI transforms lifecycle marketing.
  • Scrappy and resourceful — energized by building in a high-growth environment.
  • Excellent written communicator with a sharp eye for messaging that resonates across different audiences.
  • Strong cross-functional collaborator who can partner effectively with Sales and Product teams.
  • Experience in travel, hospitality, or a supply-side marketplace.
  • Familiarity with competitive switching campaigns or win-back strategies.
  • Hands-on experience leading a MarTech stack build or migration at a high-growth company.
  • Authorization to work in the United States is required for full-time roles based in our New York City office.

Skills

  • CRM
  • Lifecycle Marketing
  • Outbound Prospecting
  • Data Analysis
  • AI Tools
  • Marketing Automation
  • MarTech Stack Management
  • Communication
  • Collaboration

Location

  • New York City

Work Type

  • Full-time
  • Onsite

Experience Level

  • 10-12+ years

Salary/Compensations

  • $230K–$280K + equity

Benefits

  • Unlimited vacation
  • Health Insurance (including an option completely covered by Fora HQ)
  • Dental & Vision Insurance
  • Wellhub Memberships
  • 401k plan with company match
  • Commuter Benefits
  • Supplemental Life Insurance
  • Stock Options

About the Company

  • Fora is the modern travel agency, empowering anyone with a passion for travel to build a thriving advisory business.
  • Our comprehensive, business-in-a-box platform combines cutting-edge technology, personalized training, a vibrant community, and exclusive industry partnerships.
  • Our mission is to power the next generation of travel entrepreneurs to transform their love for travel into a fulfilling full-time or part-time career.
  • Founded in 2021, Fora has grown to a team of 200+ employees based in downtown New York City.
  • Secured $60 million in Series B and C investment rounds.
  • 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.

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.