Operations Specialist, Advisor Activation

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