Revenue Operations Lead

📋 Description

• Drive how agreed commercial processes run - qualification, routing, stage progression, handoffs
• Guide the expansion of Fora's CRM - lead routing, portal access and qualification logic, data
• Partner with Sales, Advisor Services leaders, and Data to build full visibility into funnel health
• Drive RevOps initiatives end-to-end across Sales and Advisor Services, from problem definition
• Find the manual, repetitive work that won't scale - data movement, routing, matching and redesign
• Oversee agency and partner relationships, including Levver and HubSpot, to extend delivery and

🎯 Requirements

• 5-7+ years of experience across Revenue Operations, Sales Operations, CRM Operations, Business
• Strong understanding of sales funnels, qualification, routing, conversion, pipeline management, and
• Track record driving multiple concurrent projects across teams, with strong follow-through
• Deep CRM expertise in workflow design, architecture, automation, data hygiene, reporting, and
• Comfortable in the broader GTM stack including Clay and Hightouch
• Strong analytical judgment using operational and funnel data to find bottlenecks and drive

🎁 Benefits

• Unlimited vacation
• Health Insurance (including an option completely covered by Fora HQ)
• Dental & Vision Insurance
• Wellhub Memberships
• 401k plan with company match
• Commuter Benefits