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About the Role

Fora is seeking a Revenue Operations Lead to enhance the operational infrastructure supporting the advisor commercial journey, encompassing prospect qualification, conversion, and the systems, workflows, and service operations that aid advisor growth.

Responsibilities

Drive the execution of agreed commercial processes, including qualification, routing, stage progression, handoffs, conversion, and ongoing advisor support, identifying and resolving systemic friction points.
Guide the expansion of Fora's CRM, focusing on lead routing, portal access, qualification logic, data integrity, audience segmentation, integrations, and communication flows to support scalable commercial growth.
Partner with Sales and Advisor Services leaders to build comprehensive visibility into funnel health, signup qualification, conversion, velocity, drop-off, cohorts, routing effectiveness, and acquisition cost.
Drive RevOps initiatives across Sales and Advisor Services, refining workflows, handoffs, tools, and enablement through automation, AI, and agency support to reduce manual work and build scalable support.
Identify and redesign manual, repetitive tasks through automation, AI, self-service, or external capacity to ensure operational scalability.
Oversee relationships with partners like Levver and HubSpot to extend delivery and transformation capacity, utilizing external partners to accelerate system work and reduce manual effort while maintaining internal ownership of requirements and outcomes.
Ensure the usability, understanding, and adoption of systems used by Sales and Advisor Services through workflow optimization, documentation, training, and continuous improvement.

Requirements

5-7+ years of experience in Revenue Operations, Sales Operations, CRM Operations, Business Operations, or related fields.
Strong understanding of sales funnels, qualification, routing, conversion, pipeline management, and commercial workflows.
Proven track record of managing multiple concurrent projects across teams with strong follow-through.
Deep expertise in CRM workflow design, architecture, automation, data hygiene, reporting, and enablement.
Proficiency in the broader GTM stack, including prospecting/enrichment tools, BI platforms, and data activation systems like Clay and Hightouch.
Strong analytical judgment to identify bottlenecks and drive improvements using operational and funnel data, coupled with commercial curiosity about growth drivers.
Systems thinking approach to identify and solve underlying process, tool, or workflow problems.
Strong operational instincts regarding usability, enablement, adoption, and continuous improvement.
Experience managing vendors or specialist partners while maintaining internal ownership.
Ability to collaborate effectively across Sales, Advisor Services, GTM, Product, Product Ops, Engineering, Data, and external partners.
Experience designing AI-driven and agentic workflows and automation.
Previous experience in a marketplace or two-sided motion environment.
Background in a high-growth startup or venture-backed company.
Authorization to work in the United States is required for full-time roles based in our New York City office.

Skills

Revenue Operations
Sales Operations
CRM Operations
Business Operations
Sales Funnels
Qualification
Routing
Conversion
Pipeline Management
Commercial Workflows
CRM Workflow Design
CRM Architecture
CRM Automation
CRM Data Hygiene
CRM Reporting
CRM Enablement
GTM Stack
Prospecting Tools
Enrichment Tools
BI Platforms
Data Activation Systems
Clay
Hightouch
Analytical Judgment
Operational Data Analysis
Funnel Data Analysis
Systems Thinking
Process Redesign
Automation
AI
Vendor Management
Partner Management
Usability
Enablement
Adoption
Continuous Improvement
AI-driven Workflows
Agentic Workflows
Marketplace Environments
Two-sided Motion Environments
High-growth Startups
Venture-backed Companies

Location

New York City

Work Type

Full-time
Onsite

Experience Level

5-7+ years

Salary/Compensations

$145K–$175K + 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 a modern travel agency founded in 2021, empowering entrepreneurs to build thriving travel advisory businesses using AI, global supplier relationships, personalized training, and a community platform.
The company aims to modernize the $100B+ travel industry by integrating AI into advisor workflows.
Fora has grown to over 250 full-time employees based in New York City.
The company secured $60 million in Series D funding in 2026, led by Forerunner and Tactile Ventures.
Fora has received recognition as a LinkedIn Top Startup (2024), Fast Company's Most Innovative Companies (2023 and 2025), and TIME's 100 Most Influential Companies (2026).
Fora values driving change, community, leveraging technology (especially AI), serving its community, and operating as a serious business.
Authorization to work in the United States is required for full-time roles based in New York City; Fora does not sponsor U.S. work authorization.

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.
Fora prohibits discrimination based on 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.