Advisor Business Insights Manager

Responsibilities Build and maintain advisor reporting infrastructure: health scorecards, portfolio dashboards, and KPI frameworks Own business review support — developing the data narratives that make advisor coaching conversations strategic, not just retrospective Proactively identify trends and opportunities across the advisor base and surface them to the Fora X team 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 Build scalable operations around advisor insights: standardized workflows, automated data pulls, and repeatable reporting cadences Develop advisor reports and other intelligence products that help advisors and coaches understand where they stand relative to peers on a similar growth path Define the metrics for advisor success and build the systems to track them

Requirements 3-5 years in analytics, insights, business intelligence, or data-driven account management Experience translating complex data into clear, actionable narratives — you make numbers tell a story that coaches and advisors can actually use Proficiency with BI tools (Omni, Looker, Tableau, or similar) and comfort working with large datasets 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 Experience supporting client-facing conversations with data — business reviews, strategic planning, growth conversations Comfortable building and owning the function independently from day one Travel or hospitality industry experience a plus

Compensation

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. 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. 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.

A meeting lands on your calendar

If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.