Groups Coordinator

About The Role

The Groups Coordinator manages the operational backbone of Fora's group business: coordinating partner webinars and trainings, running registration and behind-the-scenes coordination for advisor intensives and retreats, and building the systems, calendars, and reporting that keep it all organized. The Coordinator also ensures advisors feel supported throughout their group bookings, triaging their questions to the right people and keeping resources current so help is always quick and accurate. Throughout, they work cross-functionally with internal teams, advisors, partners, and contractors to deliver a seamless experience across all group-related programming.

This is a highly operational, detail-oriented role ideal for someone who thrives in fast-paced environments, enjoys managing multiple moving pieces, and is excited to improve efficiency and advisor experience.

Key Responsibilities

• Manage and maintain the Groups training and events calendar, ensuring accuracy, visibility, and alignment across teams.
• Coordinate logistics for trainings, webinars, and events, including scheduling, materials, communications, and follow-ups.
• Help oversee the advisor support experience for group bookings, triaging and coordinating with Fora's contractors, and maintaining help center articles so advisors get timely, accurate answers.
• Own event registration workflows, including setup, tracking, reporting, and attendee communication.
• Manage and support Cvent for registration, RFP management and reporting.
• Support execution of group-focused programs, including advisor trainings, intensives, and partner activations.
• Track and report on event performance, attendance, and engagement metrics.
• Coordinate and manage group leads within our CRM, ensuring accurate data entry, routing, and tracking across advisor assignments.
• Identify opportunities to improve workflows, systems, and processes related to group programming and operations.
• Contribute to building scalable infrastructure for Fora’s growing group business.

Requirements

• Bachelor’s degree in Business, Hospitality, Communications, or a related field
• 2-4 years of experience in operations, group events, hospitality, training coordination, or a related field
• Strong organizational skills with the ability to manage multiple projects, timelines, and stakeholders simultaneously
• Exceptional attention to detail and ability to execute with precision
• Excellent written and verbal communication skills
• Experience managing event logistics, registration systems, or training programs
• Comfort working with tools such as Claude, Omni, Google Workspace, Cvent (or similar), CRM systems, and project management platforms
• Ability to work independently, prioritize effectively, and keep projects moving in a fast-paced environment
• Strong problem-solving mindset with a focus on improving systems and processes
• Must be authorized to work in the US and based in NYC or willing to relocate, the role is in office Monday through Thursday in Tribeca

Strongly Preferred

• Background in travel, hospitality, or group/event planning
• Experience working with sponsors, partners, or external stakeholders
• Familiarity with training or educational program coordination
• Interest in group travel, meetings, and events

Compensation

Compensation for this role varies based on experience, with an indicative range of $70K–$85K + equity. Final compensation will depend on the level at which the candidate is hired, as we’re considering multiple levels for this role.

• 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

This role is based in our beautiful New York City office (Tribeca/Fidi) with lots of natural light and great views.