Founding Account Manager, Advisor Services & Loyalty

The role

This founding role involves building the account management function from the ground up for high value advisors. You will split your time between designing the operating model and managing a portfolio of advisors to drive growth and retention.

What you will do

• Carry an active portfolio of incoming experienced and high-performing advisors
• Conduct regular business reviews to analyze booking data and client pipelines
• Help advisors set aggressive growth goals
• Identify growth constraints and proactively surface opportunities
• Make strategic introductions to coaches, specialists, and partners
• Provide accountability and identify patterns for advisors
• Flag retention risks and own escalations
• Define the operating model and design the account management playbook
• Establish routing and handoff protocols
• Partner with RevOps on infrastructure and measurement frameworks

Required qualifications

• 5–7 years in relationship-intensive, go-to-market, or premium member experience roles
• Ability to talk business with top producers regarding strategy and growth
• Builder mentality with ability to design systems and processes
• Strong written and verbal communication
• Comfort with data and reading dashboards
• Proactive disposition

Nice to have

• Early-stage startup experience
• People management experience or 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
• Experience working alongside or directly with teams on data infrastructure and automation

Benefits

• 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

Before you apply

• Authorization to work in the United States is required
• Fora is unable to sponsor or assist with U.S. work authorization

About the company

Fora is a modern travel agency empowering entrepreneurs to build travel advisory businesses using AI and global supplier relationships. Founded in 2021, it is a team of 250+ full-time employees based in downtown New York City.