Advisor Experience Associate – Spanish Speaking

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 role offers a unique opportunity to work directly with various teams and drive meaningful impact within a fast-growing tech startup. Reporting to the International Operations Director, with additional guidance from the Senior Manager of Advisor Strategy & Operations, the AX Associate will play a pivotal role in enhancing advisor success. This client-facing position is ideal for someone who is eager to grow quickly, thrives in a high-growth startup environment, and is dedicated to delivering exceptional service.

This role is based in New York City with 4 days a week (M-Th) at our office in FiDi/Tribeca.
 

What You’ll Do

The advisor experience associate is responsible for ensuring advisors are effectively onboarded, trained, and supported. 

Training Operations & Facilitation (50%)

• Assist with the development and creation of training materials, including training videos, training documents, Help Center articles, and templates. 
• Identify gaps in the learning journey and outdated materials, and propose new training.
• Iterate on regularly-referenced data tables and tools that track and inform team KPIs.
• Facilitate weekly advisor onboarding group calls.

Advisor Support & Operations (30%)

• Own the Advisor Experience segment of the inbound support queue, ensuring service standards are met.
• 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.
• Hold office hours and live support events regularly to address advisor issues & concerns.

Live Events (20%)

• Collaborate with the International Business team on special projects, such as enhancing support systems to better assist advisors as we scale.