Fora

Advisor Business Insights Manager

New York City · Part-time

No sponsorship$100k-$130kDetected 46 days ago

Data AnalysisData VisualizationAccount ManagementMentoring

About the role

That means designing and maintaining the reporting infrastructure, dashboards, and analytical frameworks that turn advisor data into decisions-and ultimately, into growth.
By translating advisor performance data into actionable insights, this role helps identify opportunities, uncover risks, and enable more effective coaching for Fora's highest-performing advisors.
This role reports to Senior Manager, Advisor Strategy & Operations.

Own business review support - developing the data narratives that make advisor coaching conversations strategic, not just retrospective
Power data-driven coaching by feeding insights into advisor segmentation, growth plan design, and trigger-based outreach strategy, using AI to process advisor signals at scale and surface the next-best action for each coach
Build scalable operations around advisor insights: standardized workflows, automated data pulls, and repeatable reporting cadences
Develop advisor reports and other intelligence products that help advisors and coaches understand where they stand relative to peers on a similar growth path
Define the metrics for advisor success and build the systems to track them
Comfortable building and owning the function independently from day one

3-5 years in analytics, insights, business intelligence, or data-driven account management
Experience translating complex data into clear, actionable narratives - you make numbers tell a story that coaches and advisors can actually use
Proficiency with BI tools (Omni, Looker, Tableau, or similar) and comfort working with large datasets
Experience supporting client-facing conversations with data - business reviews, strategic planning, growth conversations

Compensation for this role varies based on experience, with an indicative range of $100K–$130K + equity.

Build and maintain advisor reporting infrastructure: health scorecards, portfolio dashboards, and KPI frameworks
Unlimited vacation
Health Insurance (including an option completely covered by Fora HQ)
Dental & Vision Insurance
Commuter Benefits
Supplemental Life Insurance

to help the next generation of travel entrepreneurs turn their love for travel into a fulfilling career, whether full-time or part-time.
We believe that everyone, from seasoned professionals to first-time advisors, can build something both profitable and personal.
Founded in 2021 by seasoned entrepreneurs, Fora has grown steadily since, expanding to a team of 200+ full-time employees based in downtown New York City.
In 2026, we announced our $60 million Series D investment round, led by Forerunner and Tactile Ventures, with continued participation from existing investors Thrive Capital, Insight Partners, and Heartcore Capital.
We've also been recognized as a LinkedIn Top Startup 2024, Fast Company's Most Innovative Companies 2025 and 2023, and we were most recently recognized as one of the TIME100 Most Influential Companies 2026.
We're building the first truly unified platform for all travel needs-leveraging the best of human expertise and technology to transform how people plan and book travel.

Fora is committed to an equitable hiring process and an inclusive work environment.
BIPOC and traditionally underrepresented candidates are strongly encouraged to apply.
We will not discriminate and will take action to ensure against discrimination in employment, recruitment, advertisements for employment, compensation, termination, upgrading, promotions, and other conditions of employment against any employee or job applicant on the bases of race, color, gender, national origin, age, religion, creed, disability, veteran's status, sexual orientation, gender identity, gender expression or any other characteristic protected by law.

This listing is sourced directly from Fora's careers page and normalized into a canonical job model.