Product Operations Specialist, Finance

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 50+ full-time employees, with an office headquarters in Tribeca, New York City. We are fortunate to be backed by an incredible group of investors (Forerunner, Insight, Heartcore) and are looking for more talented and mission-driven individuals to join our team. 

About the Role

We are seeking a highly motivated and organized Product Operations, Finance Operations Specialist to join our growing Product and Finance team. Product Operations is a key link between our Product/Engineering and non-technical teams. You will work closely with our user experience teams to contribute to our company's growth and operations, assisting with support requests and the ever growing opportunities to elect internal and product workflows to optimize.

As someone who sits at the intersection of tech, operations, and finance, in this role you will: 

• Handle finance product support tickets from our users: Diagnose, troubleshoot, and collaborate with ops, Product, and Engineering to solve technical issues and bugs
• Work with user support teams to deliver process improvements and aid in assessing operational workflows
• Support as needed in resolving data and process defects that impact users' experience within our platform

By the end of your first 4-6 weeks, you should have a good lay of the land. That means understanding our tech and support platforms and the main operational processes that involve them. You’ll be independently capable of investigating and reporting bugs, helping with improving our Help Center, and you’ll be on your way to building strong relationships in Tech and Ops. 

By the end of your first 3 months, You will primarily focus on handling support tickets within the Finance team, ensuring the smooth operation of our ticketing system and providing high-quality support to our users.

This role is a great opportunity for someone who thinks of themselves as a tech enthusiast and problem solver. Fora has strong momentum and you will play a key part in what it means to scale as a fast growing tech company: both in terms of internal operations and the impact that has on Fora advisors and their experience. 

In this role you will report to our Product Operations and Support Manager, who is based in NYC and works a hybrid remote / in-office schedule. Ideally you live in the area and can come join us for three days a week in lower Manhattan.
 

About You

Above all, you're an empathetic and people-oriented problem solver. Because this role is so much about enabling others, empathy, communication, and collaboration are key to your success, together with the technical savvy to build solutions. 

To be successful we believe you need 1-3 years of professional work experience; ideally 1+ year of experience within an Operations position 

• Creative problem solving - including being a great diagnostician to get to root issues 
• Has tech “intuition” and can learn new tech platforms quickly
• Detail oriented - you notice things and connect the dots

• Communication with both technical & non-technical stakeholders - spoken & written 

The strongest candidates will also likely have some if not all of the following skills: 

• Knowledge of support ticketing systems like Zendesk, Front, Kustomer, etc., (bonus) admin experience in ≥1

• Experience or strong willingness to learn Excel/Gsheets

• Strategic thinker with the ability to "work backwards" from high-level goals to create actionable plans

• Independent project management, from project scoping to completion
• Enjoy helping other people solve problems
• Experience in process documentation

Compensation

• $55-65k + equity

Benefits & Perks

This role is full-time, based in New York City with a hybrid WFH & office schedule. We offer unlimited vacation, health/dental/vision insurance, One Medical membership, 401(k), commuter benefits, supplemental life insurance, and more. Compensation is commensurate with experience and includes equity options.