Customer Success Manager
PerformYardSalary not specified
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Employee Benefits SoftwareIndustries
Requirements
Candidates should possess a Bachelor’s degree and at least 5 years of experience in customer success, implementation, or account management, with a strong understanding of SaaS business models and enterprise software deployments. Experience in the benefits or HR technology industry is highly preferred, along with excellent communication and interpersonal skills.
Responsibilities
As a Customer Implementation Manager, you will own and lead end-to-end implementation of Forma for new customers, guiding them from post-sales onboarding through successful program launch, including upsell and expansion initiatives for existing clients. You will act as the primary liaison between customers and internal teams, collaborating closely with key stakeholders in HR Benefits, Payroll, HRIS, IT, and Finance to ensure a seamless and effective implementation experience. You will conduct thorough needs assessments, develop and manage project plans, and deliver training materials to facilitate a smooth client transition onto Forma.
Skills
Communication
Interpersonal Skills
Project Management
Collaboration
HR Benefits
Payroll
Business Requirements Translation
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