Advisor Business Insights Manager

<div class="content-intro"><h2><strong>About Fora</strong></h2>
<p>Fora is the <strong>modern travel agency</strong>, empowering anyone with a passion for travel to build a thriving advisory business. We're modernizing the $100B+ travel agency industry by combining powerful technology, data, and community to enable thousands of entrepreneurs to build on our platform. Our <strong>business-in-a-box platform </strong>gives travel entrepreneurs everything they need to launch and scale, from cutting-edge tools and personalized training to a <strong>vibrant community </strong>and exclusive industry partnerships. At the heart of it all is <strong>our mission: to help the next generation of travel entrepreneurs turn their love for travel into a fulfilling career</strong>, whether full-time or part-time. We believe that everyone, from seasoned professionals to first-time advisors, can build something both profitable and personal.</p>
<p>Founded in 2021 by seasoned entrepreneurs, Fora has grown steadily since, expanding to a team of <strong>200+ full-time employees</strong> based in downtown <strong>New York City</strong>. <strong>In 2025,</strong> we announced our <strong>$60 million Series B and C investment rounds</strong>, led by<strong> Thrive Capital </strong>and<strong> Insight Partners</strong>, with participation by previous investors including <strong>Forerunner</strong> and <strong>Heartcore Capital.</strong> We've also been recognized as a LinkedIn Top Startup 2024, Fast Company's Most Innovative Companies 2025 and 2023, and Built In 2025 Best Places to Work.</p>
<p>We're building the first truly unified platform for all travel needs—leveraging the best of human expertise and technology to transform how people plan and book travel.</p>
<p> </p></div><h2><strong>About The Role</strong></h2>
<p>The Advisor Business Insights Manager will own the full insights function for our top advisors end-to-end: building it, running it, and making it indispensable to how our business strategy and sales coaches operate. That means designing and maintaining the reporting infrastructure, dashboards, and analytical frameworks that turn advisor data into decisions—and ultimately, into growth.</p>
<p>This role partners closely with the Business Strategy &amp; Sales and Operations &amp; Enablement functions, serving as the analytical engine behind advisor coaching, business reviews, portfolio planning, and growth strategy. By translating advisor performance data into actionable insights, this role helps identify opportunities, uncover risks, and enable more effective coaching for Fora's highest-performing advisors.</p>
<p>This role reports to Senior Manager, Advisor Strategy &amp; Operations.</p>
<h2><strong>Key Responsibilities</strong></h2>
<ul>
<li>Build and maintain advisor reporting infrastructure: health scorecards, portfolio dashboards, and KPI frameworks</li>
<li>Own business review support — developing the data narratives that make advisor coaching conversations strategic, not just retrospective</li>
<li>Proactively identify trends and opportunities across the advisor base and surface them to the Fora X team</li>
<li>Power data-driven coaching by feeding insights into advisor segmentation, growth plan design, and trigger-based outreach strategy, using AI to process advisor signals at scale and surface the next-best action for each coach</li>
<li>Build scalable operations around advisor insights: standardized workflows, automated data pulls, and repeatable reporting cadences</li>
<li>Develop advisor reports and other intelligence products that help advisors and coaches understand where they stand relative to peers on a similar growth path</li>
<li>Define the metrics for advisor success and build the systems to track them</li>
</ul>
<h2><strong>Requirements</strong></h2>
<ul>
<li>3-5 years in analytics, insights, business intelligence, or data-driven account management</li>
<li>Experience translating complex data into clear, actionable narratives — you make numbers tell a story that coaches and advisors can actually use</li>
<li>Proficiency with BI tools (Omni, Looker, Tableau, or similar) and comfort working with large datasets</li>
<li>Fluency with AI tools for data analysis and insights operations — you actively use AI to process large datasets, surface patterns, and automate what would otherwise require manual effort</li>
<li>Experience supporting client-facing conversations with data — business reviews, strategic planning, growth conversations</li>
<li>Comfortable building and owning the function independently from day one</li>
<li>Travel or hospitality industry experience a plus</li>
</ul>
<h2>Compensation</h2>
<p>Compensation for this role varies based on experience, with an indicative range of $100K–$130K + equity. Final compensation will depend on the level at which the candidate is hired, as we’re considering multiple levels for this role.</p>
<ul>
<li>Unlimited vacation</li>
<li>Health Insurance (including an option completely covered by Fora HQ)</li>
<li>Dental &amp; Vision Insurance</li>
<li>Wellhub Memberships</li>
<li>401k plan with company match</li>
<li>Commuter Benefits</li>
<li>Supplemental Life Insurance</li>
<li>Stock Options</li>
</ul>
<p>This role is based in our beautiful New York City office (Tribeca/Fidi) with lots of natural light and great views. </p><div class="content-conclusion"><h2><strong>Our Values</strong></h2>
<p><strong>We’re forging our own path</strong></p>
<p>Fora has always been about driving change within the industry. We’re not interested in maintaining the status quo. </p>
<p><strong>We’re stronger together</strong></p>
<p>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.</p>
<p><strong>We believe in technology</strong></p>
<p>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.</p>
<p><strong>We’re here to serve</strong></p>
<p>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.</p>
<p><strong>We mean business</strong></p>
<p>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.</p>
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<p><strong>WORK AUTHORIZATION</strong></p>
<p>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.</p>
<p><strong>EQUAL OPPORTUNITY</strong></p>
<p>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.</p></div>

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