8+ years of Product Management experience, especially with complex platforms.
3+ years in AI/ML or data-driven product development.
Experience owning data products, including metrics and experiment design.
Proficient in B2B CRM, data analytics systems, or recommendation engines.
Strong cross-functional leadership abilities.
Responsibilities
Own product strategy and roadmap for advisor-focused data products.
Design AI and data capabilities to enhance CRM workflows.
Collaborate with data science and engineering for model development.
Prioritize impactful use cases for product development.
Conduct experiments with advisors to validate product concepts.
Integrate AI functionalities into primary CRM and workflows.
Define success metrics and iterate based on insights.
Benefits
Unlimited vacation policy.
Health insurance options, including fully covered plans.
Dental and vision insurance included.
Wellhub memberships available.
401k plan with company matching.
Commuter benefits offered.
Generous stock options provided.
Full Job Description
About The Role
We'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.
Compensation
Compensation 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.
