Sales Coordinator

Key Responsibilities

• Applicant review & prioritization: Evaluate inbound advisor applicants against defined criteria, triage and score leads, and surface the highest-quality prospects to the sales team.
• Outbound prospecting: Conduct outreach to warm applicants via phone, email, and other channels to schedule 1:1 discovery calls with the sales team.
• Pipeline support: Own the hygiene and movement of leads through our CRM (HubSpot), ensuring accurate stage tracking, timely follow-up, and clean data.
• Process & tooling: Identify and inform workflow improvements using tools like HubSpot, Zapier, and AI-assisted tools (including Claude/Claude Code); experiment and automate.
• Reporting: Track key activity metrics and surface patterns or flags to the sales team on a regular cadence.

Requirements

• 1-2 years of experience in a sales, recruiting, operations, or customer-facing role (or a strong entry-level candidate with demonstrated hustle and tech savvy)
• Confident, clear communicator—comfortable making calls to prospects and representing Fora professionally
• Operationally minded, with strong attention to detail and a bias toward building systems over one-off solutions
• Eagerness to learn and use new tools, including AI

Strongly Preferred

• Prior experience with HubSpot or a similar CRM
• Familiarity with sales development workflows (prospecting, pipeline management, outreach sequencing)
• Exposure to AI tools or light coding/automation (e.g., Zapier, Claude, no-code platforms)
• Interest in or knowledge of the travel industry

Compensation & Benefits

• Indicative range of $60K–$90K + equity
• Unlimited vacation
• Health Insurance (including an option completely covered by Fora)
• Dental & Vision Insurance
• Wellhub Memberships
• 401k plan with company match
• Commuter Benefits
• Supplemental Life Insurance
• Stock Options