--- title: 'Founding Account Manager, Advisor Services & Loyalty at Fora' canonical: 'https://feeny.ai/job/founding-account-manager-advisor-services-loyalty-fora-new-york-hb6eyrb9qfym' type: 'job' last_seen: '2026-09-06' --- # Founding Account Manager, Advisor Services & Loyalty at Fora - **Company:** Fora - **Location:** New York, NY - **Posted:** 2026-08-28 - **Last confirmed live:** 2026-09-06 - **Apply:** https://www.foratravel.com/careers/jobs?gh_jid=5409201008 ## Job description ## About Fora Fora is the modern travel agency, empowering the next generation of entrepreneurs to build thriving travel advisory businesses. We're modernizing the $100B+ travel industry with AI woven through every part of the advisor's workflow, plus global supplier relationships, personalized training, and a vibrant community, all in one place. That's what lets advisors build businesses that scale, while their taste and service create trips no algorithm alone could plan. 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're mission-driven and obsessed with our customers, and we believe humans and AI are both essential: the best work here comes from people and technology at their best, together. That's not just a philosophy about our product, it's how we build our team. Everyone at Fora gets hands-on with frontier AI tooling as part of the job. At Fora, you'll learn to be AI-fluent, with real experience applying AI to solve problems day to day, wherever you sit in the company. Founded in 2021, Fora has grown to a team of 250+ full-time employees based in downtown New York City. In 2026, we closed a $60 million Series D led by Forerunner and Tactile Ventures, with continued backing from Thrive Capital, Insight Partners, and Heartcore Capital. We've been named a LinkedIn Top Startup (2024), one of Fast Company's Most Innovative Companies (2023 and 2025), and one of TIME's 100 Most Influential Companies (2026). Come build something that hasn't existed before. ## About The Role This is a founding Account Manager role responsible for building the account management function from the ground up for high value advisors. You'll own both the strategic design of how we support high-performing advisors (Pros and incoming Pros, with selective engagement of top pre-Pro advisors) and direct advisor relationships with a portfolio of these advisors. This is a player-coach position: approximately 50% function design (playbooks, cadences, escalation protocols, team structure for future hires) and 50% portfolio management (direct advisor engagement, growth coaching, business reviews, and outcomes). Unlike onboarding (which is transactional and ends at 60 days), this function owns the relationship and performance trajectory for top-tier advisors across their advisor journey until handing them over once they reach Fora X. You'll establish how we provide strategic business guidance, identify growth opportunities, route to resources, and drive measurable GMV lift. Reporting to the Director of Advisor Services, you'll partner closely with others on the Advisor Services team; Training, Events, and Product to shape a cohesive advisor experience that drives retention and incremental revenue. ## Key Responsibilities Portfolio Management & Growth Coaching (50%) Advisor Portfolio: - Carry an active portfolio of incoming experienced advisors and high-performing advisors (~30 advisors initially, likely growing to 150+) - Selective engagement with top pre-Pro advisors (high-trajectory cohort) who show potential to reach Pro on an accelerated timeline - Do not own the broader pre-Pro population; focus on emerging stars and Pros only Growth Leadership: - Conduct regular business reviews: analyze booking data, client pipeline, product adoption, booking velocity, and plan-mix to build a detailed picture of each advisor's business - Help advisors set aggressive growth goals, particularly during peak seasons (Q4, summer, pre-holiday) - Identify growth constraints: client acquisition gaps, category expansion opportunities (groups, cruises, luxury, niche markets), operational inefficiency, or time/resource constraints - Proactively surface opportunities: destination shifts, supplier partnerships, product tools they're underutilizing, Fora X pathway (for Pros hitting $500K trajectory) - Make strategic introductions: connect advisors to coaches, specialists, trainers, events, or external partners based on their growth stage and goals - Provide accountability: celebrate wins, identify patterns, keep advisors on track during high-velocity and slow periods Seasonal Playbook: - Ramp intensity during peak booking seasons: frequent check-ins, proactive goal-setting, opportunity surfacing, outreach support - Adjust cadence and focus based on seasonality of advisor business Retention & Escalation: - Flag retention risks early (pace drops, frustration signals, engagement decline) and intervene before escalation - Own escalations: route to the right internal team (Product, Training, Ops) and track resolution - Feed structured insights back to Reid on what advisors are asking for, where gaps exist, and what's driving growth Function Design & Playbook Development (50%) Build the function from the ground up: - Define the operating model: who gets assigned account management support, at what stage, and for how long - Design the playbook: cadence of check-ins, business review format, outreach templates, escalation paths, success criteria - Establish routing & handoff protocols: clarity on how account management interfaces with coaching programs, ops, training, events and support - Document decision frameworks: how to identify top pre-Pros, what "success" looks like at different stages Foundational work: - Partner with RevOps on infrastructure: activity tracking, portfolio management tools, CRM setup - Define the hiring profile for future account managers based on what you learn in the role - Create templates, workflows, and systems that future team members will use - Establish measurement framework: what metrics define success for your portfolio, and how do we know this function is driving incremental GMV Cross-functional alignment: - Serve as liaison between advisor needs and internal teams (Product, Training, Events, Fora X leadership) - Work with Advisor Services Team on how coaching programs (Path to Pro, Path to X, group coaching) fit into your playbook - Coordinate with Events on advisor milestones and high-value moments for connection/celebration - Feed insights to Product on what advisors are asking for, struggling with, or need differently What Success Looks Like (12 months) - Portfolio advisors show measurable growth relative to comparable cohorts: higher booking velocity, GMV lift, plan-mix expansion, retention - Incoming Pro onboarding is seamless — Pros feel supported, engaged, and clear on growth path - Function is documented and scalable — playbook, cadence, templates, team structure are clear enough that a second account manager can come in and replicate your approach - Retention metrics improve for Pros (vs. historical churn patterns) - Cross-functional partnerships established — seamless collaboration with Training, Ops, Product, Events - You've validated the model — which types of advisors benefit most, what cadence/intensity works, which growth opportunities have highest impact ## Requirements - 5–7 years in relationship-intensive, go-to-market, or or premium member experience roles with a business-building component: customer success, wealth management, management consulting, revenue operations, business strategy, or high-revenue B2B customer success - Ability to talk business with top producers — not just relationship management, but substantive conversations about strategy, pipeline, growth trajectory, and bottlenecks - Builder mentality — excited by ambiguity, energized by building from scratch, comfortable designing systems and processes while simultaneously carrying a real book of work - Strong written and verbal communication — you write clearly, speak with confidence to high-expectation individuals, and can translate data into actionable coaching - Comfort with data — you can read a dashboard, spot trends, translate numbers into coaching recommendations - Proactive disposition — you don't wait for advisors to raise issues; you're thinking about what they need next - Early-stage startup experience strongly preferred — you know what it's like to build something from scratch, navigate ambiguity, and iterate based on real feedback Strongly Preferred - People management experience or clear readiness to build and manage a team - Background in revenue operations, sales enablement, or client strategy - Familiarity with CRM tools, pipeline management, and activity-tracking systems - Experience in travel, hospitality, or luxury services (not required — business acumen matters more) - Experience working alongside or directly with teams on data infrastructure and automation ## Compensation Compensation for this role varies based on experience, with an indicative range of $150K–$175K OTE + 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. ## Our Values We’re forging our own path Fora has always been about driving change within the industry. We’re not interested in maintaining the status quo. We’re stronger together Community is our cornerstone and collective power is our strength. We believe we can all go further when we operate together, using our combined leverage to unlock better opportunities and outcomes for our advisors, partners, and travelers. We believe in technology We believe technology is an answer to some of the most fundamental challenges the travel industry faces. We believe advancements in AI, bold investments in our platforms, and a world-class data infrastructure will transform the work of our advisors and our partners, while creating better travel experiences for travelers. We’re here to serve We operate in service of our community and believe that when they’re empowered to focus on what they do best, we all win. It’s why we relentlessly advocate for our advisors and prioritize their best interest every step of the way. We mean business Fora is equal parts fun, meaningful work and serious travel business. We’re unlocking opportunities for thousands of travel entrepreneurs, delivering a stream of high-quality guests at scale for our partners, and providing a superior travel experience for our travelers. It’s a better equation for the future of our industry. ## WORK AUTHORIZATION Authorization to work in the United States is required for full-time roles based in our New York City office. Fora is unable to sponsor or assist with U.S. work authorization. Roles based outside of the United States are not subject to this requirement. ## EQUAL OPPORTUNITY Fora is committed to an equitable hiring process and an inclusive work environment. BIPOC and traditionally underrepresented candidates are strongly encouraged to apply. We will not discriminate and will take action to ensure against discrimination in employment, recruitment, advertisements for employment, compensation, termination, upgrading, promotions, and other conditions of employment against any employee or job applicant on the bases of race, color, gender, national origin, age, religion, creed, disability, veteran's status, sexual orientation, gender identity, gender expression or any other characteristic protected by law. ## About Fora ## Company Overview - **One-liner**: Fora operates a modern travel agency platform that empowers a new generation of travel entrepreneurs with AI‑enabled technology, training, and a global supplier network to build real businesses. - **Entity Type**: Private (venture‑backed; investors include Thrive Capital, Insight Partners, Forerunner Ventures, Heartcore Capital) - **Headquarters**: New York City, USA - **Founded**: 2021 - **Founders**: Henley Vazquez, Evan Frank, Jake Peters ## Core Business - **Primary industry**: Travel technology / Travel agency services - **Target customers**: B2B2C – Fora’s platform is used by travel advisors (entrepreneurs) who in turn serve leisure travelers; also serves hotels, tour operators, and other travel suppliers. - **Mission/purpose**: “Power the next generation of travel entrepreneurs” and “create a better ecosystem for everyone” – advisors, travelers, and suppliers. ## Products & Services - **Fora Platform (for advisors)**: An all‑in‑one SaaS solution that handles booking (180k+ hotels, cruises, tours, etc.), payments, itinerary creation, price monitoring, automated commission tracking, and workflow management. - **Training & Support**: Comprehensive onboarding and ongoing education programs, including AI‑powered tools and a community forum, designed to help newcomers (97% of advisors are new to selling travel) launch and scale their businesses. - **Supplier Network**: Access to preferred partnerships with 7,000+ suppliers globally, providing exclusive perks and commission structures for advisors and their clients. - **AI‑Enabled Features**: Proprietary AI agents, conversational AI operations, and data‑driven insights to streamline research, booking, and client communication. ## Market Standing - **Valuation / Funding**: Not publicly disclosed; backed by major venture firms Thrive Capital, Insight Partners, Forerunner Ventures, and Heartcore Capital. - **Key Metrics**: Over 15,000 active advisors; more than $2.5 billion in travel booked; serving 384k+ travelers across 180+ countries. - **Notable Investors/Partners**: Thrive Capital, Insight Partners, Forerunner Ventures, Heartcore Capital; preferred partnerships with major hotel chains (Hilton, IHG, Accor, Marriott), cruise lines, tour operators, and destination management companies. - **Growth Signals**: Rapid advisor community growth (15k+ advisors since 2021); international expansion (Chapters across North America and growing globally); 63% year‑over‑year increase in job postings (LinkedIn). ## Competitive Advantages - **AI‑First Platform**: Combines AI efficiency with human judgment, enabling advisors to deliver highly personalized trips that algorithms alone cannot replicate. - **Low‑Barrier Entry**: Training and support structure designed to attract thousands of first‑time travel entrepreneurs (97% new to industry), dramatically expanding the talent pool. - **Community & Partnership Ecosystem**: A collaborative global community of advisors, plus exclusive supplier relationships, create network effects that strengthen both advisor and traveler experience. - **Operational Back‑End**: Automated payments, commission tracking, and itinerary management remove administrative friction, letting advisors focus on client relationships. ## Strategic Focus - **Expanding the Advisor Network**: Continue recruiting and training new entrepreneurs, with a strong emphasis on inclusivity and accessibility. - **AI & Product Innovation**: Deep investment in AI agents, data analytics, and platform automation to further simplify the advisor workflow and enhance travel planning. - **International Growth**: Building local Chapters outside North America and developing a global advisor community. - **Supplier Partnership Development**: Expanding the preferred partner roster to offer advisors even more exclusive benefits and inventory. ## Why Work Here - **Culture**: Described as “energizing, collaborative, and mission‑driven” with a strong emphasis on teamwork and trust. Leadership trusts employees to make meaningful contributions. - **Engineering Environment**: The engineering team is “collaborative, disciplined, and mission‑driven”; they see technology as the key to solving fundamental travel industry challenges. - **Work Policy**: Hybrid/office‑first based in a sunlit NYC headquarters with skyline views. Catered lunches weekly, team outings, and travel perks. - **Benefits**: “Best‑in‑class benefits” including travel perks, weekly catered lunches, team outings, and a vibrant office environment. Employees cite the energy and support as standout reasons to join. - **Recent Job Postings**: 31 active openings as of mid‑2026, including roles in engineering (front‑end, data, AI), product management, analytics, operations, and advisor success. The company is actively growing its HQ team. ## Sources 1. [foratravel.com/about-us](https://www.foratravel.com/about-us) 2. [foratravel.com/careers](https://www.foratravel.com/careers) 3. [foratravel.com/](https://www.foratravel.com/) 4. 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