Operations Specialist, Advisor Activation

Fora•New York, NY

14h•Onsite

About The Position

The Operations Specialist, Advisor Activation role is at the heart of onboarding Fora's newest advisors, supporting the systems, processes, and programming that enable new advisors to progress toward key milestones. This is a highly operational role focused on execution and continuous improvement. The role works across tools, workflows, and communications to ensure onboarding and early advisor experiences run smoothly and scale effectively. This role partners cross-functionally with teams across advisor activation, product operations, membership and growth, and sales to identify gaps, improve processes, and implement practical solutions. The ideal candidate is someone who gets energy from fixing broken processes, is comfortable building in tools like Claude and Zapier, and knows how to communicate with empathy when working with brand-new users.

Requirements

1–2 years of experience (including strong internship experience) in user lifecycle management, customer success, operations, or program management roles
Bachelor’s Degree in Business, Finance, Engineering, Statistics, Applied Math, Data Science, or equivalent practical experience
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

Nice To Haves

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

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.