Founding Account Manager - Advisor Services & Loyalty

About The Role

This is a founding Account Manager role responsible for building the account management function from the ground up for high value advisors. You'll own both the strategic design of how we support high-performing advisors (Pros and incoming Pros, with selective engagement of top pre-Pro advisors) and direct advisor relationships with a portfolio of these advisors.

This is a player-coach position: approximately 50% function design (playbooks, cadences, escalation protocols, team structure for future hires) and 50% portfolio management (direct advisor engagement, growth coaching, business reviews, and outcomes).

Unlike onboarding (which is transactional and ends at 60 days), this function owns the relationship and performance trajectory for top-tier advisors across their advisor journey until handing them over once they reach Fora X. You'll establish how we provide strategic business guidance, identify growth opportunities, route to resources, and drive measurable GMV lift.

Reporting to the Director of Advisor Services, you'll partner closely with others on the Advisor Services team; Training, Events, and Product to shape a cohesive advisor experience that drives retention and incremental revenue.

Key Responsibilities

Portfolio Management & Growth Coaching (50%)

Advisor Portfolio:

• Carry an active portfolio of incoming experienced advisors and high-performing advisors (~30 advisors initially, likely growing to 150+)
• Selective engagement with top pre-Pro advisors (high-trajectory cohort) who show potential to reach Pro on an accelerated timeline
• Do not own the broader pre-Pro population; focus on emerging stars and Pros only

Growth Leadership:

• Conduct regular business reviews: analyze booking data, client pipeline, product adoption, booking velocity, and plan-mix to build a detailed picture of each advisor's business
• Help advisors set aggressive growth goals, particularly during peak seasons (Q4, summer, pre-holiday)
• Identify growth constraints: client acquisition gaps, category expansion opportunities (groups, cruises, luxury, niche markets), operational inefficiency, or time/resource constraints
• Proactively surface opportunities: destination shifts, supplier partnerships, product tools they're underutilizing, Fora X pathway (for Pros hitting $500K trajectory)
• Make strategic introductions: connect advisors to coaches, specialists, trainers, events, or external partners based on their growth stage and goals
• Provide accountability: celebrate wins, identify patterns, keep advisors on track during high-velocity and slow periods

Seasonal Playbook:

• Ramp intensity during peak booking seasons: frequent check-ins, proactive goal-setting, opportunity surfacing, outreach support
• Adjust cadence and focus based on seasonality of advisor business

Retention & Escalation:

• Flag retention risks early (pace drops, frustration signals, engagement decline) and intervene before escalation
• Own escalations: route to the right internal team (Product, Training, Ops) and track resolution
• Feed structured insights back to Reid on what advisors are asking for, where gaps exist, and what's driving growth

Function Design & Playbook Development (50%)

Build the function from the ground up:

• Define the operating model: who gets assigned account management support, at what stage, and for how long
• Design the playbook: cadence of check-ins, business review format, outreach templates, escalation paths, success criteria
• Establish routing & handoff protocols: clarity on how account management interfaces with coaching programs, ops, training, events and support
• Document decision frameworks: how to identify top pre-Pros, what "success" looks like at different stages

Foundational work:

• Partner with RevOps on infrastructure: activity tracking, portfolio management tools, CRM setup 
• Define the hiring profile for future account managers based on what you learn in the role
• Create templates, workflows, and systems that future team members will use
• Establish measurement framework: what metrics define success for your portfolio, and how do we know this function is driving incremental GMV

Cross-functional alignment:

• Serve as liaison between advisor needs and internal teams (Product, Training, Events, Fora X leadership)
• Work with Advisor Services Team on how coaching programs (Path to Pro, Path to X, group coaching) fit into your playbook
• Coordinate with Events on advisor milestones and high-value moments for connection/celebration
• Feed insights to Product on what advisors are asking for, struggling with, or need differently

What Success Looks Like (12 months)

• Portfolio advisors show measurable growth relative to comparable cohorts: higher booking velocity, GMV lift, plan-mix expansion, retention
• Incoming Pro onboarding is seamless — Pros feel supported, engaged, and clear on growth path
• Function is documented and scalable — playbook, cadence, templates, team structure are clear enough that a second account manager can come in and replicate your approach
• Retention metrics improve for Pros (vs. historical churn patterns)
• Cross-functional partnerships established — seamless collaboration with Training, Ops, Product, Events
• You've validated the model — which types of advisors benefit most, what cadence/intensity works, which growth opportunities have highest impact

Requirements

• 5–7 years in relationship-intensive, go-to-market, or premium member experience roles with a business-building component: customer success, wealth management, management consulting, revenue operations, business strategy, or high-revenue B2B customer success
• Ability to talk business with top producers — not just relationship management, but substantive conversations about strategy, pipeline, growth trajectory, and bottlenecks
• Builder mentality — excited by ambiguity, energized by building from scratch, comfortable designing systems and processes while simultaneously carrying a real book of work
• Strong written and verbal communication — you write clearly, speak with confidence to high-expectation individuals, and can translate data into actionable coaching
• Comfort with data — you can read a dashboard, spot trends, translate numbers into coaching recommendations
• Proactive disposition — you don't wait for advisors to raise issues; you're thinking about what they need next
• Early-stage startup experience strongly preferred — you know what it's like to build something from scratch, navigate ambiguity, and iterate based on real feedback

Strongly Preferred

• People management experience or clear readiness to build and manage a team
• Background in revenue operations, sales enablement, or client strategy
• Familiarity with CRM tools, pipeline management, and activity-tracking systems
• Experience in travel, hospitality, or luxury services (not required — business acumen matters more)
• Experience working alongside or directly with teams on data infrastructure and automation

Compensation

The indicative range for this role is $90,000-$120,000, plus a performance bonus, for total on-target earnings of $150,000 - $175,000 + equity. Where a candidate lands within the range reflects their experience and the scope of responsibility they bring.

• 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.