Senior Manager, Business Strategy & Sales

Fora X represents Fora’s top-performing advisors—those generating more than $500K in annual travel bookings. This is a founding role and the first dedicated hire focused on business strategy and sales management for this advisor segment. The role will be responsible for building the function from the ground up, establishing the operating model, defining how success is measured, and creating the foundation for future team growth.

This is a player-coach position that combines direct advisor engagement with function-building responsibilities. Approximately half of the role is focused on managing a portfolio of Fora X Advisors, providing strategic business coaching, conducting growth reviews, and building trusted relationships with high-performing entrepreneurs. The other half is focused on designing the systems that enable scale for the function, including playbooks, engagement cadences, tools, workflows, and hiring profiles for future team members.

Reporting to the Senior Manager, Advisor Strategy & Operations, this role partners closely with teams across Advisor Success, Product Operations, and Data & Analytics to ensure Fora’s top advisors have the resources, insights, and support they need to grow their businesses.

This role is ideal for someone who thrives in ambiguity, enjoys building from scratch, and can confidently engage in substantive business conversations with high-performing professionals. It offers a unique opportunity to shape a critical new function while directly influencing the growth and success of Fora’s advisors.

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

• 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

• 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 for this role varies based on experience, with an indicative range of $130K–$160K + bonus + equity. Final compensation will depend on the level at which the candidate is hired, as we’re considering multiple levels for this role.

• 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

This role is based in our beautiful New York City office (Tribeca/Fidi) with lots of natural light and great views.