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Full-Time

Business Development Representative

Posted on 6/12/2024

Forma

Forma

51-200 employees

Customizable global employee benefits platform

Data & Analytics

Entry

Remote in USA

Category
Business Development
Business & Strategy
Required Skills
Sales
Communications
Cold Calling
Salesforce
Marketing
Requirements
  • Ability to leverage business acumen to articulate value proposition to prospective customers
  • Proven success of working in a collaborative team environment
  • Flexibility & adaptability in a rapidly changing environment
  • Strong verbal and written communication skills
Responsibilities
  • Manage and own inbound lead process with sense of urgency
  • Research prospects and identify key contacts
  • Educate, qualify, and develop contacts to generate sales-ready leads and opportunities via outbound prospecting
  • Nurture early–stage pre-qualified opportunities to progress toward qualification
  • Develop and execute on cold calling and email campaign strategies to qualify potential customers as a match for Forma’s products and services
  • Identify beneficial relationships with consultants to help strategize new sales opportunities
  • Partner with the marketing team to drive interest in Forma’s solutions with events and promotional resources
  • Monitor and maintain new and existing account information in Salesforce
  • Follow monthly metrics to achieve goals to ensure company revenue objectives are met
  • Learn and maintain in-depth knowledge of our product, services, industry trends, and competition
  • Partner with account executive on account strategy/planning
  • Assist in following up on marketing events (webinar, event, etc) via phone/email

Forma offers a life benefits platform that enables companies to create customizable, global benefits programs covering health, wellbeing, and lifestyle, with a focus on LSA, HRA, and pre-tax accounts. The platform streamlines program administration, vendor integration, and benefits selection for employees, providing an easy and seamless user experience.

Company Stage

Series B

Total Funding

$57.6M

Headquarters

San Francisco, California

Founded

2017

Growth & Insights
Headcount

6 month growth

-4%

1 year growth

1%

2 year growth

-5%
INACTIVE