Senior Manager, Business Strategy & Sales

About Fora

Fora is the modern travel agency , empowering anyone with a passion for travel to build a thriving advisory business. We're modernizing the $100B+ travel agency industry by combining powerful technology, data, and community to enable thousands of entrepreneurs to build on our platform. Our business-in-a-box platform gives travel entrepreneurs everything they need to launch and scale, from cutting-edge tools and personalized training to a vibrant community and exclusive industry partnerships. At the heart of it all is our mission: to help the next generation of travel entrepreneurs turn their love for travel into a fulfilling career , whether full-time or part-time. We believe that everyone, from seasoned professionals to first-time advisors, can build something both profitable and personal.

Founded in 2021 by seasoned entrepreneurs, Fora has grown steadily since, expanding to a team of 200+ full-time employees based in downtown New York City . In 2026, we announced our $60 million Series D investment round , led by Forerunner and Tactile Ventures, with continued participation from existing investors Thrive Capital, Insight Partners, and Heartcore Capital. We've also been recognized as a LinkedIn Top Startup 2024, Fast Company's Most Innovative Companies 2025 and 2023, and we were most recently recognized as one of the TIME100 Most Influential Companies 2026.

We're building the first truly unified platform for all travel needs—leveraging the best of human expertise and technology to transform how people plan and book travel.

About The Role

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.

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