Operations Specialist, Advisor Activation

📋 Description

• Use no-code and AI tools to design automated workflows.
• Build and maintain scalable advisor onboarding systems.
• Identify process gaps and implement rapid improvements.
• Manage daily operational processes and trainings.
• Collaborate with cross-functional teams to improve the advisor journey.
• Stay organized in a fast-moving environment with multiple priorities.

🎯 Requirements

• 1–2 years in user lifecycle management, customer success, operations, or program management.
• Strong analytical and critical thinking skills.
• Detail-oriented with a track record of catching what others miss.
• Curious and adaptable; comfortable navigating ambiguity and learning new tools.

🎁 Benefits

• Unlimited vacation
• Health Insurance (option fully covered by Fora HQ)
• Dental & Vision Insurance
• 401k plan
• Commuter Benefits
• Supplemental Life Insurance
• Stock Options