Founding Account Manager & Growth Architect

Traveltechessentialist; New York (NY); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Unlimited vacation

Health Insurance (including options)

Dental & Vision Insurance

Stock Options

401k plan with company match

Commuter Benefits

Wellhub Memberships

Mentoring and career growth

Job summary

Fora in New York City seeks a founding Account Manager to build the account management function for high-value advisors. You’ll own both strategic support design and direct advisor relationships across a growing portfolio.

This player-coach role is split 50/50 between function design (playbooks, cadences, escalation) and portfolio management (growth coaching, business reviews, outcomes), reporting to the Director of Advisor Services.

Qualifications

• 5–7 years in relationship-intensive, go-to-market, or premium member experience roles with a business-building component.

Responsibilities

• Own portfolio management and growth coaching for high-value advisors.
• Design and implement the operating model and playbook for the account management function.
• Collaborate with Product, Training, Events, and Fora X leadership to deliver cohesive advisor experiences.
• Drive retention, GMV lift, and scalable processes across the advisor journey.

Skills

Relationship management

Go-to-market

Premium member experience

Strategic business discussions

Strong communication

Early-stage startup experience

Proactive mindset

Tools

CRM tools

Job description

Fora in New York City seeks a founding Account Manager to build the account management function for high-value advisors. You’ll own both strategic support design and direct advisor relationships across a growing portfolio.

This player-coach role is split 50/50 between function design (playbooks, cadences, escalation) and portfolio management (growth coaching, business reviews, outcomes), reporting to the Director of Advisor Services.