Senior Manager, Business Strategy & Sales

Fora•New York, NY

1d•$130,000 - $160,000•Onsite

About The Position

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.

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

Nice To Haves

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

Responsibilities

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
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
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