Founding Account Manager, Advisor Services & Loyalty
Build and lead Fora’s account management function for high-value travel advisors while directly coaching a portfolio on growth, retention, and revenue opportunities. The role combines strategic function design with hands-on relationship management and requires 5–7 years of business-building experience.
About the job
Responsibilities
- Build the account management function for high-value advisors from the ground up.
- Manage an initial portfolio of approximately 30 incoming experienced and high-performing advisors, potentially growing to 150+.
- Conduct business reviews using booking data, client pipeline, product adoption, booking velocity, and plan mix.
- Set growth goals, identify constraints and opportunities, provide accountability, and coach advisors on business growth.
- Surface destination, supplier, product, and Fora X opportunities; connect advisors with relevant coaches, specialists, trainers, events, and partners.
- Adjust engagement cadence around seasonal booking peaks.
- Identify retention risks, own escalations, coordinate resolutions, and communicate advisor insights to internal teams.
- Define the account management operating model, eligibility criteria, duration of support, playbooks, cadences, templates, escalation paths, success criteria, routing, and handoff protocols.
- Partner with Revenue Operations on activity tracking, portfolio tools, and CRM infrastructure.
- Define future hiring profiles, create scalable workflows and systems, and establish metrics for incremental GMV and portfolio success.
- Collaborate with Product, Training, Events, Operations, Fora X leadership, and Advisor Services.
Requirements
- 5–7 years of experience in relationship-intensive, go-to-market, or premium member experience roles with a business-building component, such as customer success, wealth management, management consulting, revenue operations, business strategy, or high-revenue B2B customer success.
- Ability to discuss strategy, pipeline, growth trajectory, and bottlenecks with top producers.
- Builder mentality and comfort designing systems and processes amid ambiguity while managing an active portfolio.
- Strong written and verbal communication skills.
- Ability to translate data and dashboard trends into actionable coaching recommendations.
- Proactive approach to anticipating advisor needs.
Nice to Have
- Early-stage startup experience.
Skills
Customer Success, Revenue Operations, CRM, Portfolio Management, Business Strategy, Data Analysis, Growth Coaching, Go-To-Market
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