Forma

Account Executive

San Francisco, California, United States

Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Consumer Software, Fintech, CybersecurityIndustries

Requirements

Candidates should have at least 5 years of experience in a sales role at an early stage startup with a technical product. They must possess the ability to understand complex technical ecosystems and build strong relationships with technical customers. A drive to engage deeply with the product and carry technical conversations with security teams is essential, along with excellent analytical skills for managing complex sales cycles and strong communication abilities to collaborate within a team.

Responsibilities

The Account Executive will generate leads through cold calling, research, networking, and managing their territory. They will manage and convert inbound leads to drive revenue growth and develop full sales cycle strategies to enhance product adoption and client retention. Collaboration with internal teams to ensure customer satisfaction and successful onboarding is required. The role also involves tracking sales performance metrics, gathering client feedback for product improvements, and engaging with potential customers to address their business challenges.

Skills

Cold Calling
Lead Generation
Sales
Sales Cycle
Product Adoption
Client Retention
Technical Sales
Customer Onboarding
Sales Reporting
Client Feedback

Forma

Flexible employee benefits management platform

About Forma

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 flexibility and accessibility, making it easier for organizations to create a healthier and more engaged workforce. The goal of Forma is to transform employee benefits management, providing a beneficial solution for both employers and employees.

Key Metrics

San Francisco, CaliforniaHeadquarters
2017Year Founded
$38.9MTotal Funding
SERIES_BCompany Stage
Consulting, Social Impact, EducationIndustries
201-500Employees

Benefits

Remote Work Options
Health Insurance
Dental Insurance
Vision Insurance
Wellness Program
Home Office Stipend
401(k) Retirement Plan
Unlimited Paid Time Off
Parental Leave

Risks

Emerging startups with similar platforms could reduce Forma's market share.
Economic downturns may lead to reduced spending on employee benefits.
Data privacy concerns could undermine trust in Forma's platform.

Differentiation

Forma offers a curated vendor collection with preferred pricing, eliminating reimbursement hassles.
The platform provides flexible benefits tailored to remote and hybrid work environments.
Forma ensures compliance with regulations through continuous risk and compliance monitoring tools.

Upsides

Growing demand for personalized benefits boosts Forma's market potential.
Remote work trends increase the need for flexible benefits platforms like Forma.
Advancements in AI enable Forma to offer more personalized benefits solutions.

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