About Forma

The market for employee benefits is broken. Companies spend millions annually on employee benefits that employees neither value nor regularly use. Founded in 2017, Forma set out to build a better model by challenging traditional one-size-fits-all approaches.

Forma’s flexible benefits software helps companies offer competitive benefits packages while reducing costs and inefficiencies, by giving employees more choice and flexibility in how they spend their benefit allowances. The platform also saves HR professionals countless hours managing and supporting various point solutions.

Using Forma, companies can select from a suite of products that include Lifestyle Spending Accounts, Health Spending Accounts, Health Reimbursement Arrangements, Flexible Spending Accounts, and more to design and deliver customized benefits programs–all through a single platform. Employees then have three choices to spend account funds: The Forma Store with discounted products and services, The Forma Visa Card, or claim reimbursement backed by Forma’s world-class member support team.

Forma has helped hundreds of the world’s most admired companies, including Stripe, Zoom, Lululemon, and Affirm, design and support flexible, inclusive benefits programs for nearly a million employees. And, we are seeing great success with 98% customer retention, 75 NPS, and 98 CSAT ratings from members.

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

About the Role

We’re looking for a talented Account Executive, Enterprise to join our team to drive net new logo acquisition in the enterprise space from prospecting stage to closing. 

As an Account Executive on the Enterprise team, you will educate and evangelize key stakeholders on the value of the Forma platform and a new way of thinking about benefits.  If you are passionate about value selling and managing your own pipeline from prospect to close, this is the right role for you. 

You Will

• Own the sales cycle with our largest customers - from the prospecting stage to closing deals

• Drive innovative solutions for customers across industries

• Become an expert in selling Forma’s benefit solution

• Partner with brokers and technology solutions while working closely with our internal teams across Support, Onboarding and Customer Success 

Preferred Skills

• 10+ years of Enterprise SaaS sales experience and has a rolodex of Enterprise brands

• Proven success selling into CFO suite/finance personas

• Health tech experience is preferred

• Knowledge of the broker ecosystem is preferred

• Experience being a full-stack Account Executive (from outbound demand generation to close)

• Experience in a value sale, where education around a new way of thinking is required

Benefits and Perks

• Remote-first working environment

• Medical, dental and vision insurance plans

• Employee wellness program

• One-time home office stipend

• 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!