# Senior Manager, Business Strategy & Sales

**Company:** [Fora](https://hotfix.jobs/companies/fora)
**Location:** New York, NY
**Role:** Business Operations
**Salary:** $130k – $160k/yr
**Experience:** 5+ years
**Skills:** Revenue Operations, Go-to-Market Strategy, Business Strategy, Pipeline Management, Crm Tools, Data Analysis, AI Tools, Relationship Management, Business Coaching, Sales Enablement
**Posted:** 2026-06-05

> Founding player-coach role building business strategy and sales management for top-performing travel advisors. Manage high-value advisor portfolio with strategic coaching while designing scalable playbooks, processes, and team infrastructure.

## Job Description

## Key Responsibilities

### Portfolio Management & Growth Coaching
- Carry an initial active portfolio of Fora X Advisors—not just monitoring, but actively coaching on business strategy, pipeline, and growth trajectory
- Conduct regular business reviews: analyze booking data, client pipeline, product adoption, and pacing to build a clear picture of each advisor’s business
- Help advisors identify where they’re stuck and create a plan to break through—whether that’s client acquisition, booking category expansion, or operational efficiency
- Proactively surface growth opportunities: group travel potential, cruise bookings, luxury supplier relationships, product tools advisors are underusing

### Function Design & Playbook Development
- Design the playbook—cadence, outreach templates, escalation paths, and business review format—built from ground-level experience with real advisors
- Define routing and handoff protocols between business strategy function and support; shape ‘pod’ operations from the first day
- Partner with Ops & Enablement on the infrastructure build
- Define the hiring profile for the next hire based on what you learn in the role
- Serve as a liaison between Fora X and vertical business units—such as cruise and groups—connecting advisors to the right internal resources and external supplier partners
- Work with HQ team to ensure Fora X Advisors have access to the right hosted conferences and Fams at the right moment in their growth

### Retention & Escalation
- Flag retention risks early—pace drops, engagement decline, unresolved frustrations—and intervene before they escalate
- Own escalations: route to the right internal team and stay in the loop until resolved
- Feed structured insights back to leadership and product: what advisors are asking for, where the gaps are, what’s driving growth or stalling it

## Requirements
- 5–7 years in relationship-intensive, revenue operations, or go-to-market roles with a business-building component: equity sales, wealth management, private banking, management consulting, or high-revenue B2B customer success
- Genuine ability to talk business with top producers—not just relationship management, but substantive conversations about strategy, pipeline, and growth trajectory
- Builder mentality: excited by ambiguity, energized by building from scratch, and comfortable designing systems and processes while simultaneously carrying a real book of work
- Strong written and verbal communication; you write clearly and speak with confidence to high-performing, high-expectation individuals
- AI fluency: you actively use AI tools in your day-to-day work and are comfortable adopting new AI-powered workflows as they become available
- Comfort with data: you can read a dashboard, spot trends, and translate numbers into actionable coaching recommendations
- Proactive disposition: you don’t wait for advisors to raise issues—you’re already thinking about what they need next

## Strongly Preferred
- MBA or other advanced degree
- People management experience or clear readiness to hire and develop the next level of the team
- Background in consulting, revenue operations, sales enablement, or client strategy
- Familiarity with CRM tools and pipeline management
- Experience in travel, hospitality, or luxury services (not required—business acumen matters more than industry knowledge)
- Curiosity about how small businesses grow: you find it interesting to understand what makes a $500K business different from a $1M one
- Experience working alongside or directly with AI tooling teams to shape how data and automation support a client-facing function

## Compensation & Benefits
- Indicative range of $130K–$160K + bonus + 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

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