About The Role

Fora is looking for a Revenue Operations Lead to evolve the operating infrastructure behind the advisor commercial journey - from prospect qualification and conversion through the systems, workflows, intelligence, and service operations that support advisors as they grow.

This role expands Sales Operations beyond CRM and systems support into broader ownership of how the commercial motion functions day to day. You'll connect qualification, qualification, routing, CRM architecture, revenue intelligence, advisor servicing, and enablement working as one system.

You'll bring a systems mindset to operational problems: identifying the pattern behind individual requests, eliminating manual work where possible, and determining when the right solution is better process design, automation, AI and agency capacity.

You'll partner with Sales and Advisor Services leadership on priorities and funnel design, and with the Director, Revenue Operations & MarTech on architecture and tradeoffs, then turn those decisions into the systems, workflows, and reporting the teams actually run on.
What You'll Drive

• Sales & advisor operating model: Drive how agreed commercial processes run - qualification, routing, stage progression, handoffs, conversion, and ongoing advisor support. Find the friction points and fix the pattern, not the one-off.
• CRM strategy & infrastructure: Guide the expansion of Fora's CRM - lead routing, portal access and qualification logic, data integrity, audience segmentation, integrations, and communication flows to support commercial growth at scale. You're hands-on in the tool, but you think in operating strategy, not tickets. CRM ownership is an outcome of that strategy, not the job itself.
• Revenue intelligence & funnel optimization: Partner with Sales, Advisor Services leaders, and Data to build full visibility into funnel health, signup qualification, conversion, velocity, drop-off, cohorts, routing effectiveness, and acquisition cost. Work with the broader RevOps team on lead scoring and attribution to find high-performing sources, then turn the insights into experiments, workflow changes, and operational fixes.
• Advisor Services & Operational Leverage: Drive RevOps initiatives end-to-end across Sales and Advisor Services, from problem definition through execution and adoption with clear visibility into milestones, risks, and dependencies. Refine workflows, handoffs, tools, and enablement, using automation, AI, and agency support to cut manual work and build support that scales.
• Automation & operational scale: Find the manual, repetitive work that won't scale - data movement, routing, matching and redesign it through automation, AI, self-service, or outside capacity. Get ahead of where volume will strain the system.
• Agency & partner management: Oversee relationships, including Levver and Hubspot, to extend delivery and transformation capacity, using outside partners to speed up system work and reduce manual effort, while keeping ownership of the problem, requirements, and outcomes in-house.
• Tool usability & enablement: Own whether the systems Sales and Advisor Services run on are usable, understood, and adopted, workflows, documentation, training, continuous improvement.

What We're Looking For

• 5-7+ years of experience across Revenue Operations, Sales Operations, CRM Operations, Business Operations, or adjacent functions.
• Strong understanding of sales funnels, qualification, routing, conversion, pipeline management, and commercial workflows.
• Track record driving multiple concurrent projects across teams, with strong follow-through.
• Deep CRM expertise workflow design, architecture, automation, data hygiene, reporting, and enablement. HubSpot experience helps, but this isn't an admin role.
• Comfortable in the broader GTM stack prospecting/enrichment tools, BI platforms, and data activation systems including Clay and Hightouch.
• Strong analytical judgment using operational and funnel data to find bottlenecks and drive improvements paired with commercial curiosity about how better systems and advisor experiences drive growth.
• A systems thinker who looks past the individual request to the underlying process, tool, or workflow problem and knows when to fix it through redesign, automation, AI, agency support, or internal investment.
• Strong operational instincts around usability, enablement, adoption, and continuous improvement.
• Experience managing vendors or specialist partners while maintaining strong internal ownership.
• Ability to work effectively across Sales, Advisor Services, GTM, Product, Product Ops, Engineering, Data, and external partners.

Strongly Preferred

• Experience designing AI-driven and agentic workflows and automation
• Previous experience in a marketplace or two-sided motion environment
• Background in a high-growth startup or venture-backed company

Compensation

Compensation for this role varies based on experience, with an indicative range of $145K-$175K + 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. No travel required.