Sales Coordinator
Supports the advisor sales pipeline by triaging inbound leads, conducting outreach, and maintaining CRM hygiene in HubSpot. Early-career role focused on sales operations and process improvement with exposure to AI/automation tools.
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
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