Teams at Fora

The Sales Coordinator manages inbound leads, conducts outreach, maintains CRM hygiene, identifies workflow improvements, and tracks sales activity metrics.

Own and build the advisor insights function: design reporting infrastructure, dashboards, KPI frameworks, and data narratives to inform coaching, portfolio planning, and growth. Surface trends and next-best actions using AI, automate reporting workflows, and deliver advisor benchmarking and business review support.

Build and lead a new business-strategy and sales function for Fora X, coaching a portfolio of high-performing advisors, conducting growth reviews, surfacing revenue opportunities, and designing scalable playbooks, workflows, hiring profiles, and escalation protocols. Partner with Ops, Product, and Data to drive advisor retention and growth while owning escalations and feeding insights back to leadership and product.