Financial Operations Specialist

3 weeks ago


New York, New York, United States Fora Full time
About Fora

Fora is a modern travel agency that's redefining the role of travel advisors in today's world. Our platform combines cutting-edge technology, personalized training, a vibrant community, and exclusive industry partnerships to empower travel enthusiasts and professionals to turn their passion into a thriving business.

Our Mission

We're on a mission to enable 100,000 entrepreneurs to transform their love for travel into a fulfilling full-time or part-time career, offering unparalleled flexibility, autonomy, and support. We believe that everyone, from seasoned travel professionals to first-time entrepreneurs, can build a career that's both profitable and aligned with their passions.

Key Responsibilities

The Financial Operations Specialist will play a key role in delivering high-quality support to our advisors' finance-related inquiries, ensuring the success of our day-to-day financial operations, and reporting regularly on support KPIs and themes. The ideal candidate is a highly organized, positive self-starter with excellent communication and problem-solving skills.

Key Responsibilities:
  • Own and investigate high-complexity tickets as the advisor-facing Finance support expert via Intercom
  • Monitor key support queues and review responses handled by offshore team members
  • Collaborate across teams (including finance, product, and product operations) to report on key themes and configure solutions
  • Lead live support and training sessions with advisors
Requirements:
  • 1-2 years of experience in an operations, customer success, or support role, including internships
  • Strong written and verbal communication skills, with the ability to handle complex advisor-facing inquiries in a professional and empathetic manner
  • Exceptional organizational skills, with the ability to translate support themes into well-documented SOPs and solutions
  • Enjoys working in a fast-paced startup environment, with the ability to quickly pivot and manage multiple priorities
Compensation:

Compensation range for this role can vary widely depending on experience, and for this role an indicative range is $60,000 - $70,000 + equity. Other benefits include:

  • Unlimited vacation
  • Health Insurance (including an option completely covered by Fora HQ)
  • Dental & Vision Insurance
  • One Medical + ClassPass Memberships
  • 401k plan
  • 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. You must have authorization to work in the United States. Fora is unable to assist applicants with obtaining work authorization. Fora is committed to an equitable hiring process and an inclusive work environment. BIPOC and traditionally underrepresented candidates are strongly encouraged to apply.



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