Revenue Operations Lead

Role Overview

Fora is looking for a Revenue Operations Lead to evolve the operating infrastructure behind the advisor commercial journey. This role expands Sales Operations beyond CRM and systems support into broader ownership of how the commercial motion functions day to day.

What You Will Do

You’ll connect qualification, qualification, routing, CRM architecture, revenue intelligence, advisor servicing, and enablement working as one system. You’ll drive how agreed commercial processes run, find friction points, and fix the pattern, not the one-off.

Why It Might Be a Fit

We’re looking for a systems thinker who looks past the individual request to the underlying process, tool, or workflow problem and knows when to fix it through redesign, automation, AI, agency support, or internal investment.

Requirements

• 5-7+ years of experience across Revenue Operations, Sales Operations, CRM Operations, Business Operations, or adjacent functions
• Strong understanding of sales funnels, qualification, routing, conversion, pipeline management, and commercial workflows
• Track record driving multiple concurrent projects across teams, with strong follow-through
• Deep CRM expertise workflow design, architecture, automation, data hygiene, reporting, and enablement
• HubSpot experience helps, but this isn’t an admin role
• Comfortable in the broader GTM stack prospecting/enrichment tools, BI platforms, and data activation systems including Clay and Hightouch
• Strong analytical judgment using operational and funnel data to find bottlenecks and drive improvements paired with commercial curiosity about how better systems and advisor experiences drive growth
• A systems thinker who looks past the individual request to the underlying process, tool, or workflow problem and knows when to fix it through redesign, automation, AI, agency support, or internal investment
• Strong operational instincts around usability, enablement, adoption, and continuous improvement
• Experience managing vendors or specialist partners while maintaining strong internal ownership
• Ability to work effectively across Sales, Advisor Services, GTM, Product, Product Ops, Engineering, Data, and external partners

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
• Supplemental Life Insurance
• Stock Options

Tagged as: HubSpot, Pipeline Management