Advisor Experience Associate

About Fora

Hi, we’re Fora. We’re reimagining the travel advisor industry with fresh eyes, and building a travel agency that is modern, inclusive, tech-enabled and well, cool.

Fora is a next-generation travel platform that, through training and tools, enables anyone to become a travel agent. Fora's mission is to empower 100,000 entrepreneurs to transform their passion for travel into revenue, and we’re doing it by curating the most incredible experiences for travelers.

Fora was founded in 2021 by travel entrepreneurs Henley Vazquez, Jake Peters and Evan Frank – who shared one big idea. Since then, we’ve grown to a team of 50+ full-time employees, with an office headquarters in Tribeca, New York City.

We are fortunate to be backed by an incredible group of investors and are looking for more talented and mission-driven individuals to join our team.


About the Role

We’re seeking an Advisor Experience Associate who has a passion for supporting the entrepreneurial journey of travel advisors. This cross-functional, advisor-facing role offers a unique opportunity to work directly with various teams and drive meaningful impact within a fast-growing tech startup.

The AX Associate will report to the Senior Manager, Advisor Strategy & Operations. This position is perfect for someone who cares deeply about customer (advisor) success and is eager to learn quickly in a high growth startup environment. This role is based in New York City with 4 days a week (M-Th) at our office in Tribeca.
 

What You’ll Do

Advisor Support & Operations (50%)

• Own the Advisor Experience segment of the inbound support queue.
• Ensure service standards are met and collaborate with the Advisor Experience team to standardize responses and processes.
• Analyze key themes and build reporting infrastructure to track advisor concerns.
• Propose solutions for training, processes, and products to address advisor issues.
• Develop documentation for internal teams to standardize processes and responses.

Training Operations & Facilitation (30%)

• Work with the Program Operations Specialist to maintain the accuracy and integrity of the advisor training library by identifying outdated materials and gaps in the learning journey/
• Work cross-functionally to assist with the development and creation of training materials.
• Facilitate weekly advisor onboarding group calls and assist the Head of Training & Development with facilitating ad-hoc trainings and webinars on an as-needed basis.
• Iterate on regularly-referenced data tables and tools that track and inform team KPIs.

Special Projects (20%)

• Collaborate with Advisor Experience leadership on special projects, such as enhancing support systems to better assist advisors as we scale.

Requirements for Advisor Experience Associate

• 1-3 years of prior professional experience, including internships or part-time roles, in a high-