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Heartcore Portfolio Careers

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Heartcore

Training & Operations Associate

Fora

Fora

Operations
New York, NY, USA
Posted on Saturday, January 27, 2024

About Fora

Hi, we’re Fora. We’re reimagining the travel advisor industry with fresh eyes, and building a travel agency that is modern, inclusive, tech-enabled and well, cool.

Fora is a next-generation travel platform that, through training and tools, enables anyone to become a travel agent. Fora's mission is to empower 100,000 entrepreneurs to transform their passion for travel into revenue, and we’re doing it by curating the most incredible experiences for travelers.

Fora was founded in 2021 by travel entrepreneurs Henley Vazquez, Jake Peters and Evan Frank – who shared one big idea. Since then, we’ve grown to a team of 35+ full-time employees, with an office headquarters in TriBeCa, New York City.

We are fortunate to be backed by an incredible group of investors and are looking for more talented and mission-driven individuals to join our team.

About the Role

We’re seeking an enthusiastic and dynamic Training & Operations Associate who has a passion for supporting the entrepreneurial journey of travel advisors through training & program operations.

The ideal candidate has a fluent knowledge of project management and technical operations tools, like Asana, data management systems (e.g., Metabase), calendaring tools (e.g., Calendly), Google Suite (e.g., Calendar, Email, Sheets, etc.), and a keen ability to manage across multiple platforms and systems. Further, the ideal candidate has a strong desire to build community and entrepreneurial success through systems of organization and operations. The ideal candidate should be able to describe the connection between world-class training and advisor success.

This is primarily a project management and operations role, where the ideal candidate will lead on logistics to bring our training vision to life. It is a unique opportunity to be a part of a growing team with a mission-driven company.

The role will be hired by our Head of Training & Development, a seasoned educator and people operations professional who has a passion for program efficiency and meaningful outcomes.

The role is a great opportunity for an early-career candidate with ample opportunities for growth within and across teams.

Responsibilities

Provide Technical & Operational Support (50%)

  • Proactively manage the advisor training calendar, ensuring all relevant meeting details and attendees are included
  • Manage Zoom and online learning tools
  • Act nimbly to meet advisor and facilitator needs in online learning settings, such as managing participants settings, breakout rooms, polls, and more
  • Support & communicate with our advisors through Forum, our app where Fora Advisors connect, as well as Kustomer, our email ticketing system
  • Support with the implementation accessibility tools, as well as provide recommendations for increased accessibility when inspiration strikes
  • Identify and implement process improvement to streamline our approach as we continue to scale as an organization
  • Regularly report on team key performance indicators (KPIs) to drive overall team and advisor success

Support Advisor Learning Experiences through Project Management & Data Systems (30%)

  • Iterate on regularly-referenced data tables and tools that track and inform team KPIs, like advisor activation and engagement
  • Execute a regular cadence of advisor communications, updating as needed for clarity and to reflect program shifts
  • Contribute to a sense of community through advisor communications that provide replays from recorded labs, action steps and easy-to-follow instructions
  • Create and add members to spaces in Forum, Fora’s community site, that are well-organized, purposeful, and inclusive
  • Connect Fora HQ with facilitation materials, calendar invitations, and reminders to ensure they have everything the need to support advisor learning experiences

Implement Systems of Organization & Operation (20%)

  • Identify best methods for organizing our most up-to-date materials (and sunsetting those no longer needed)
  • Develop training library management systems
  • Document and deliver monthly certifications for advisors

Strongly preferred – candidates who have a knack for:

  • Data analysis and data visualization
  • Content creation
  • Editing & production
  • An interest in AI tools to streamline processes

How Success Will Be Measured

  • Timely service-level agreements (SLAs) for responding to advisor requests
  • Advisor engagement data, such as training attendance and completion
  • Advisor net promoter score (NPS) that reflects positive experiences over time
  • Advisor activation rates, such as booking data
  • Fora facilitators report they have everything they need to be successful

About You

  • At least 1 year of prior professional experience, including internships or part-time roles, in a high-growth startup environment or innovative educational institution.
  • Baseline understanding of project management systems, like Asana or Kustomer
  • Excellent written and verbal communication skills, including a general comfort in speaking to groups.
  • Obsessed with customer success and empowering others.
  • Self-starter who thrives in a fast-paced, entrepreneurial environment.
  • Super organized, detail-oriented and reliable.
  • Inclusive nature with a strong desire to support a diverse community.
  • Passionately curious

Strongly preferred – candidates who have a knack for:

  • Data analysis and data visualization
  • Content creation
  • Editing & production
  • An interest in AI tools to streamline processes

Stellar Applications

  • Showcase your personality.
  • Emphasize that you get our brand.
  • Illustrate your mission-driven, entrepreneurial mindset.

We pride ourselves on our great benefits, including:

  • Unlimited PTO
  • Health Insurance (including an option completely covered by Fora HQ)
  • Dental & Vision Insurance
  • One Medical Membership
  • 401k plan
  • Commuter Benefits
  • Supplemental Life Insurance
  • Stock Options​​​​​​​​​​​​​​

Compensation

  • The annual salary range for the target level for this role is $58,500-$63,500

This role is based in New York City with a hybrid WFH & office schedule (Tuesday, Wednesday, Thursday are our Tribeca in-office days, with flexibility for Monday/Friday at your preference).

Fora is backed by Forerunner, Insight Partners, and Heartcore.

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WORK AUTHORIZATION

You must have authorization to work in the United States. Fora is unable to assist applicants with obtaining work authorization.

EQUAL OPPORTUNITY

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.