Senior Manager, Business Strategy & Sales

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