# Operations Specialist, Advisor Activation

**Company:** [Fora](https://hotfix.jobs/companies/fora)
**Location:** New York, NY
**Role:** Business Operations
**Salary:** $70k – $90k/yr
**Experience:** 1+ years
**Skills:** Zapier, Intercom, HubSpot, Workflow Automation, Crm Tools, No-Code Tools, AI Tools, User Lifecycle Management, Customer Success, Program Management
**Posted:** 2026-05-06

> Operational role focused on onboarding new travel advisors using no-code/AI tools to automate workflows and improve processes. Requires 1-2 years experience in operations or customer success and strong attention to detail.

## Job Description

## 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.
- Stay organized in a fast-moving environment, balancing multiple projects and priorities.

## 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.

## Strongly Preferred
- Hands-on experience with workflow automation, CRM, or customer communication tools — Zapier, Intercom, HubSpot, or similar. Demonstrated ability to learn new platforms quickly.
- A track record of spotting manual or inefficient processes and owning the fix end-to-end.
- Emotionally intelligent communicator who can build trust quickly with new users across email, Zoom, and in-person interactions.
- Passion for supporting entrepreneurs.
- Travel advising knowledge or interest in the travel industry.

## Compensation & Benefits
- Indicative range of $70K–$90K + equity.
- Unlimited vacation
- Health Insurance (including an option completely covered by Fora HQ)
- Dental & Vision Insurance
- 401k plan
- Commuter Benefits
- Supplemental Life Insurance
- Stock Options

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**Canonical:** https://hotfix.jobs/jobs/1a8189b7-7140-42cf-97f4-17d9773c0b51