Revenue Operations Lead

Fora Travel; New York (NY); On-site; USD 145,000 - 175,000; Full time

Benefits offered by this job

Unlimited vacation

Health Insurance

Dental & Vision Insurance

Wellhub Memberships

401k plan with company match

Commuter Benefits

Supplemental Life Insurance

Stock Options

Job summary

Fora Travel in New York City is seeking a Revenue Operations Lead to evolve the advisor commercial journey—from qualification and conversion through the systems, workflows, intelligence, and service operations that support advisors as they grow.

This role partners with Sales, Advisor Services, GTM, Product, Data, and external partners to design scalable processes, automate repetitive work, and improve funnel visibility with AI-enabled workflows.

Qualifications

• 5-7+ years of experience across Revenue Operations, Sales Operations, CRM Operations, Business Operations, or adjacent functions.
• Strong understanding of sales funnels, qualification, routing, conversion, pipeline management, and commercial workflows.
• Track record driving multiple concurrent projects across teams, with strong follow-through.
• Deep CRM expertise workflow design, architecture, automation, data hygiene, reporting, and enablement.
• Comfortable in the broader GTM stack prospecting/enrichment tools, BI platforms, and data activation systems.

Responsibilities

• Drive how agreed commercial processes run - qualification, routing, stage progression, handoffs, conversion, and ongoing advisor support.
• Guide the expansion of Fora's CRM - lead routing, qualification logic, data integrity, audience segmentation, integrations, and communication flows.
• Partner with Sales, Advisor Services leaders, and Data to build full funnel visibility and attribution.
• Own end-to-end RevOps initiatives with clear milestones, risks, and dependencies.
• Redesign workflows using automation, AI, and outside capacity to scale operations.

Tools

Clay

Hightouch

Job description

About Fora

Fora is the

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.

About Fora

Fora is the

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.

About The Role

Fora is looking for a Revenue Operations Lead to evolve the operating infrastructure behind the advisor commercial journey - from prospect qualification and conversion through the systems, workflows, intelligence, and service operations that support advisors as they grow.

This role expands Sales Operations beyond CRM and systems support into broader ownership of how the commercial motion functions day to day. You'll connect qualification, qualification, routing, CRM architecture, revenue intelligence, advisor servicing, and enablement working as one system.

You'll bring a systems mindset to operational problems: identifying the pattern behind individual requests, eliminating manual work where possible, and determining when the right solution is better process design, automation, AI and agency capacity.

You'll partner with Sales and Advisor Services leadership on priorities and funnel design, and with the Director, Revenue Operations & MarTech on architecture and tradeoffs, then turn those decisions into the systems, workflows, and reporting the teams actually run on.

What You'll Drive

• Sales & advisor operating model: Drive how agreed commercial processes run - qualification, routing, stage progression, handoffs, conversion, and ongoing advisor support. Find the friction points and fix the pattern, not the one-off.
• CRM strategy & infrastructure: Guide the expansion of Fora's CRM - lead routing, qualification logic, data integrity, audience segmentation, integrations, and communication flows to support commercial growth at scale. You're hands-on in the tool, but you think in operating strategy, not tickets. CRM ownership is an outcome of that strategy, not the job itself.
• Revenue intelligence & funnel optimization: Partner with Sales, Advisor Services leaders, and Data to build full visibility into funnel health, signup qualification, conversion, velocity, drop-off, cohorts, routing effectiveness, and acquisition cost. Work with the broader RevOps team on lead scoring and attribution to find high-performing sources, then turn the insights into experiments, workflow changes, and operational fixes.
• Operational Leverage: Drive RevOps initiatives end-to-end from problem definition through execution and adoption with clear visibility into milestones, risks, and dependencies. Refine workflows, handoffs, tools, and enablement, using automation, AI, and agency support to cut manual work and build support that scales.
• Automation & operational scale: Find the manual, repetitive work that won't scale - data movement, routing, matching and redesign it through automation, AI, self-service, or outside capacity. Get ahead of where volume will strain the system.
• Agency & partner management: Oversee relationships, to extend delivery and transformation capacity, using outside partners to speed up system work and reduce manual effort, while keeping ownership of the problem, requirements, and outcomes in-house.
• Tool usability & enablement: Own whether the systems Sales and Advisor Services run on are usable, understood, and adopted, workflows, documentation, training, continuous improvement.

What We're Looking For

• 5-7+ years of experience across Revenue Operations, Sales Operations, CRM Operations, Business Operations, or adjacent functions.
• Strong understanding of sales funnels, qualification, routing, conversion, pipeline management, and commercial workflows.
• Track record driving multiple concurrent projects across teams, with strong follow-through.
• Deep CRM expertise workflow design, architecture, automation, data hygiene, reporting, and enablement. HubSpot experience helps, but this isn't an admin role.
• Comfortable in the broader GTM stack prospecting/enrichment tools, BI platforms, and data activation systems including Clay and Hightouch.
• Strong analytical judgment using operational and funnel data to find bottlenecks and drive improvements paired with commercial curiosity about how better systems and advisor experiences drive growth.
• A systems thinker who looks past the individual request to the underlying process, tool, or workflow problem and knows when to fix it through redesign, automation, AI, agency support, or internal investment.
• Strong operational instincts around usability, enablement, adoption, and continuous improvement.
• Experience managing vendors or specialist partners while maintaining strong internal ownership.
• Ability to work effectively across Sales, Advisor Services, GTM, Product, Product Ops, Engineering, Data, and external partners.

Strongly Preferred

• Experience designing AI-driven and agentic workflows and automation
• Previous experience in a marketplace or two-sided motion environment
• Background in a high-growth startup or venture-backed company

Compensation

Compensation for this role varies based on experience, with an indicative range of $145K–$175K + 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. No travel required.

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.