RevOps Lead: AI-Driven Growth & Automation

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

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.