Operations Specialist, Advisor Activation at Fora Travel · New York

Summary: Fora Travel is a modern travel agency that empowers individuals to build advisory businesses. The Operations Specialist, Advisor Activation role focuses on onboarding new advisors by managing systems and processes, ensuring a smooth transition and continuous improvement in the advisor experience.

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

Required Qualifications:
- 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

Preferred Qualifications:
- 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

Required Skills: User lifecycle management, Customer success, Operations, Program management, Workflow automation, Zapier, Intercom, HubSpot

Benefits: Unlimited vacation, Health Insurance (including an option completely covered by Fora HQ), Dental & Vision Insurance, 401k plan, Commuter Benefits, Supplemental Life Insurance, Stock Options