Forma

Business Development Representative

United States

Forma Logo
Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Employee Benefits Software, HR Technology, SaaSIndustries

Requirements

Candidates should possess demonstrated curiosity, self-motivation, and a hunger for professional growth, as well as the ability to leverage business acumen to articulate the value proposition to prospective customers. A desire to contribute to a collaborative team environment is also preferred.

Responsibilities

The Business Development Representative will research prospects, identify key contacts, and educate, qualify, and develop contacts to generate sales-ready leads and opportunities via outbound prospecting, partnering with the marketing team to drive interest in Forma’s solutions with events and promotional resources, monitoring and maintaining new and existing account information in Salesforce, and following monthly metrics to achieve goals and ensure company revenue objectives are met.

Skills

Prospect Research
Cold Calling
Email Campaigns
Salesforce
Industry Knowledge
Business Acumen
Communication
Team Collaboration

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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