Simplify Logo

Full-Time

Business Development Representative

Confirmed live in the last 24 hours

Forma

Forma

51-200 employees

Flexible employee benefits management platform

Consulting
Education

Entry, Junior

Remote in USA

Remote-first working environment.

Category
Business Development
Business & Strategy
Required Skills
Sales
Communications
Cold Calling
Salesforce
Marketing
Requirements
  • Research prospects, identify key contacts, and educate, qualify, and develop contacts to generate sales-ready leads and opportunities via outbound prospecting
  • Develop and execute on cold calling and email campaign strategies to qualify potential customers as a match for Forma’s products and services
  • 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
Responsibilities
  • Demonstrated curiosity, self-motivation, and a hunger for professional growth
  • Ability to leverage business acumen to articulate value proposition to prospective customers
  • Eagerness to contribute to a collaborative team environment
  • Optimistic and resilient attitude, prepared to weather the ebbs and flows of a sales role
  • Flexibility & adaptability in a rapidly changing environment
  • Strong verbal and written communication skills
  • Passion for technology and a high level of integrity

Forma provides a flexible benefits platform designed for HR teams and employers to enhance their employee benefits offerings, particularly in remote and hybrid work settings. The platform allows employers to tailor a variety of benefits to meet the specific needs of their employees, promoting higher utilization and satisfaction. Forma addresses common HR challenges, such as underutilization of benefits, by simplifying access and increasing awareness among employees. Additionally, the platform includes tools for monitoring compliance and risk, ensuring that companies adhere to relevant regulations. Unlike many competitors, Forma focuses on creating a more accessible and customizable benefits experience, aiming to foster a healthier and more engaged workforce.

Company Stage

Series B

Total Funding

$57.6M

Headquarters

San Francisco, California

Founded

2017

Growth & Insights
Headcount

6 month growth

4%

1 year growth

0%

2 year growth

1%
Simplify Jobs

Simplify's Take

What believers are saying

  • The recent $40M Series B funding round provides Forma with significant capital to expand its platform and enhance its offerings.
  • Forma's ability to tailor benefits to individual employee needs can lead to higher employee satisfaction and retention rates.
  • The platform's focus on compliance and risk monitoring can save companies from potential legal issues and fines, adding a layer of security for HR teams.

What critics are saying

  • The competitive landscape of the employee benefits market means Forma must continuously innovate to stay ahead of rivals.
  • The reliance on companies adopting remote and hybrid work models could limit Forma's market if there is a shift back to traditional office environments.

What makes Forma unique

  • Forma's platform offers unparalleled flexibility in benefits customization, catering specifically to the diverse needs of remote and hybrid workforces, unlike traditional one-size-fits-all benefits solutions.
  • The focus on continuous risk and compliance monitoring sets Forma apart, ensuring that companies remain compliant with ever-changing regulations.
  • Forma's user-friendly interface and emphasis on accessibility address the common issue of benefits underutilization, making it easier for employees to engage with and utilize their benefits.