About The RoleWe're hiring a Senior PM to lead data products and AI agents that power our advisor platform. You'll sit at the intersection of CRM, data intelligence, and AI-building products that help advisors find, engage, and manage clients, and plan trips more effectively. This is a true 01 role: you'll define the vision, roadmap, and go-to-market for AI- and data-driven features that directly impact advisor productivity, client conversion, and revenue.
Key Responsibilities- Own the product strategy and roadmap for Advisor Enablement data products and AI agents.
- Design AI- and data-powered capabilities across CRM, workflows, recommendations, and automation.
- Partner with data science, engineering, and analytics to shape models, signals, and data products.
- Identify and prioritize high-impact use cases (e.g., next-best-action, lead scoring, smart workflows, segmentation).
- Run experiments and validate ideas with advisors; turn successful pilots into scalable features.
- Integrate AI and data products deeply into CRM and workflow surfaces-not side tools.
- Define success metrics, measure impact, and iterate based on data and customer feedback.
- Collaborate with GTM teams on positioning, launches, and enablement.
Requirements- 8+ years of Product Management experience, including complex platform or multi-system products.
- 3+ years building AI/ML or data-driven products (recommendations, scoring, automation, or similar).
- Experience in a data-focused role or owning data products (defining metrics, experiments, data requirements).
- Strong experience in at least one of:
- B2B CRM or customer data platforms
- Data intelligence / analytics systems
- Recommendation engines / personalization
- Marketing automation, segmentation, and audience systems
- Workflow, project management, or productivity tools
- Cross-functional leadership experience required.
- Hands-on work with AI/ML-powered features or predictive modeling.
- Strong background with CRM systems, customer data models, or lifecycle automation.
- Excellent communication; comfortable turning ambiguity into clear product direction.
- Based in NYC or willing to relocate.
Strongly Preferred- Data science / Python or applied ML experience.
- Experience with modern AI agent frameworks and/or experience in low code AI tools like Lovable, Claude, Gemini, etc...
- Experience building APIs and integrations used by other teams or platforms.
CompensationCompensation for this role varies based on experience, with an indicative range of $160K-$200K + equity. Final compensation will depend on the level at which the candidate is hired, as we're considering multiple levels for this role.
Additional Benefits include:
- 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.
