About Forma

The employee benefits market is broken. Companies invest millions annually in benefits that employees neither value nor use regularly. Forma, founded in 2017, set out to challenge this one-size-fits-all approach.

Forma’s flexible benefits software enables companies to offer competitive packages while reducing costs and inefficiencies. It gives employees more choice and flexibility in spending their benefit allowances. The platform also saves HR professionals countless hours managing and supporting various solutions.

With Forma, companies can choose from a suite of products, including Lifestyle Spending Accounts, Health Spending Accounts, Health Reimbursement Arrangements, Flexible Spending Accounts, and more. These products allow companies to design and deliver customized benefits programs through a single platform. Employees can then spend account funds in three ways: The Forma Store, The Forma Visa Card, or claim reimbursement.

Forma has helped hundreds of renowned companies, including Stripe, Zoom, Lululemon, and Affirm, design inclusive, flexible benefits programs for nearly a million employees. We have a 98% customer retention rate, 75 NPS, and 98 CSAT ratings from members.

Forma is backed by Emergence Capital and Ribbit Capital. It has received numerous awards for its exponential growth, software innovation, and as a "Great Place to Work." 

About the Role

Join Forma’s compact yet insightful design team, dedicated to creating intuitive and delightful experiences for life benefits. Your role will be crucial in simplifying the complex benefits industry for our 1M+ members, helping them to utilize their Life Savings Account (LSA), Pre-tax, Rewards & Recognition benefits, among others. We’re seeking an experienced and passionate professional to join our mission.

You have the expertise to develop holistic products and plan the launch of enjoyable experiences that people will love. You likely enjoy top-notch storytelling, branding, and marketing strategies, which are integral to a good product. Join us in creating innovative ways for users to understand and utilize benefits tailored to their lives.

What you’ll do:

• Establish the strategic direction and product vision for our most complex problems, including the future of our product look and feel/design language and bridging the gap between vision and execution.

• Be at the forefront of major design initiatives and broadcast the efforts of the design team across Forma

• Execute research initiatives to understand our users, their needs and pain-points across Forma products.

• Set and refine the design quality bar, in partnership with design leadership, through our principles and design system.

• Exhibits meticulous attention to detail, ensuring exceptional user experiences

• Contributes and strategizes executable plans and roadmap aligned with company objectives

• Be responsible for mentoring and helping grow talent within the team.

What we are looking  for:

• Demonstrates innate curiosity and a data-driven mindset; thrives in a dynamic, startup environment

• You roll up your sleeves and work alongside with your team to unlock the best member experience for Forma.

• As a design lead, you’ll architect strategic product features, harnessing your design expertise and strategic thinking.

• Proven track record of delivering ambitious products on time and within organizational goals

• Leads large scale projects, managing uncertainty and ambiguity, ensuring we’re shipping quality experiences.

• A mentor who gets energized and excited by growing others’ careers , inspiring the team, and promoting a collaborative culture within the design team.

• You are an excellent storyteller, building trust and fostering alignment across product, engineering, customer success, support, operations, and sales teams.

• Minimum of 10+ years of experience shipping digital products, experiences and systems

• Experience in financial, benefits, or SaaS is a plus

Benefits and Perks

• Remote-first working environment

• Medical, dental and vision insurance plans

• Employee wellness program

• Home Productivity program

• Team building program

• 401(k) savings plan

• Flexible PTO policy

• 12 weeks Parental Leave + 4 additional weeks for the Birthing Parent

At Forma, we value diversity, and always treat all employees and job applicants based on merit, qualifications, competence, and talent. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Duties and responsibilities may not all be covered in the description, or may change over time at the discretion of Forma. You’re encouraged to apply even if your experience doesn’t precisely match the job description. Your skills and passion will stand out—and set you apart—especially if your career has taken some extraordinary twists and turns. At Forma, we welcome diverse perspectives, and people who think rigorously / aren’t afraid to challenge assumptions. Join us!