Groups Coordinator
Supports growth of group business by managing operations for training, events, and advisor programming. Handles event logistics, registrations via Cvent, partner coordination, and HubSpot lead management in a fast-paced environment.
Key Responsibilities
- Manage and maintain the Groups training and events calendar, ensuring accuracy, visibility, and alignment across teams.
- Coordinate logistics for trainings, webinars, and events, including scheduling, materials, communications, and follow-ups.
- Own event registration workflows, including setup, tracking, reporting, and attendee communication.
- Manage and support Cvent for registration, RFP management and reporting.
- Coordinate sponsor and partner participation across events, including deliverables, timelines, and communications.
- Support execution of group-focused programs, including advisor trainings, intensives, and partner activations.
- Track and report on event performance, attendance, and engagement metrics.
- Coordinate and manage group leads within HubSpot, ensuring accurate data entry, routing, and tracking across advisor assignments.
- Identify opportunities to improve workflows, systems, and processes related to group programming and operations.
- Contribute to building scalable infrastructure for Fora’s growing group business.
Requirements
- Bachelor’s degree in Marketing, Business, Hospitality, Communications, or a related field
- 1–3 years of experience in operations, events, hospitality, training coordination, or a related field
- Strong organizational skills with the ability to manage multiple projects, timelines, and stakeholders simultaneously
- Exceptional attention to detail and ability to execute with precision
- Excellent written and verbal communication skills
- Experience managing event logistics, registration systems, or training programs
- Comfort working with tools such as Google Workspace, Cvent (or similar), CRM systems, and project management platforms
- Ability to work independently, prioritize effectively, and keep projects moving in a fast-paced environment
- Strong problem-solving mindset with a focus on improving systems and processes
- Must be authorized to work in the US and based in NYC or willing to relocate
Strongly Preferred
- Background in travel, hospitality, or group/event planning
- Experience working with sponsors, partners, or external stakeholders
- Familiarity with training or educational program coordination
- Interest in group travel, meetings, and events
Compensation & Benefits
- Indicative range of $70K–$85K + 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
Operations Manager, Automation Development
Operations Manager building and scaling automation for healthcare claims workflows using SQL, APIs, scripts, and AI tools. Requires 2+ years in operations or data roles, strong SQL, and end-to-end project ownership.
Senior Associate, Program Management
Drive operational efficiency and process optimization as a liaison between business units. Lead cross-functional initiatives, develop roadmaps, and leverage data to improve systems and scalability in financial services.
Application Specialist
Owns homeowner application pipeline from intake through underwriting handoff. Reviews documentation, coordinates with vendors and internal teams, and ensures completeness and accuracy. Requires 1-3 years experience in loan processing or finance ops.
Associate, Conversions
Manage operational aspects of plan conversions and deconversions onto Vestwell's retirement savings platform, coordinating with advisors, sponsors, and custodians while handling asset transfers, trade settlements, and client data in CRM systems.