Owns the full insights function for top advisors, building reporting infrastructure, dashboards, and analytical frameworks to drive coaching, business reviews, and growth strategy. Partners with Business Strategy and Operations teams using data and AI to enable effective advisor coaching.
100k – 130k
On-site3+ YOEData Analytics
About the role
Key Responsibilities
Build and maintain advisor reporting infrastructure: health scorecards, portfolio dashboards, and KPI frameworks
Own business review support — developing the data narratives that make advisor coaching conversations strategic, not just retrospective
Proactively identify trends and opportunities across the advisor base and surface them to the Fora X team
Power data-driven coaching by feeding insights into advisor segmentation, growth plan design, and trigger-based outreach strategy, using AI to process advisor signals at scale and surface the next-best action for each coach
Build scalable operations around advisor insights: standardized workflows, automated data pulls, and repeatable reporting cadences
Develop advisor reports and other intelligence products that help advisors and coaches understand where they stand relative to peers on a similar growth path
Define the metrics for advisor success and build the systems to track them
Requirements
3-5 years in analytics, insights, business intelligence, or data-driven account management
Experience translating complex data into clear, actionable narratives
Proficiency with BI tools (Omni, Looker, Tableau, or similar) and comfort working with large datasets
Fluency with AI tools for data analysis and insights operations
Experience supporting client-facing conversations with data — business reviews, strategic planning, growth conversations
Comfortable building and owning the function independently from day one
Travel or hospitality industry experience a plus
Compensation & Benefits
Indicative range of $100K–$130K + equity
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
Skills
Business IntelligenceData AnalysisLookerTableauOmniAI ToolsDashboardingKpi FrameworksReportingData Storytelling
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