Broker Manager
Devoted HealthSalary not specified
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Benefits Software, FintechIndustries
Position Overview
- Location Type: Remote
- Job Type: Full-Time
- Salary: Not specified
Forma is a company focused on building flexible benefits software to help companies offer competitive benefits packages while reducing costs and inefficiencies. The platform provides employees with choice and flexibility in how they spend their benefit allowances, offering options like The Forma Store, The Forma Visa Card, and reimbursement. Forma has a strong track record with high customer retention (98%), NPS (75), and CSAT ratings (98) and has been adopted by companies like Stripe, Zoom, Lululemon, and Affirm.
About the Role
The Director of Broker Partnerships is a key leadership role responsible for building and scaling Forma’s broker channel strategy. This is a player-coach role, ideal for someone who thrives in ambiguity and is energized by building something new. The Director will personally lead high-impact broker relationships, develop the partner enablement framework, and collaborate with cross-functional teams to drive broker-sourced pipeline and influence.
Responsibilities
- Develop and lead broker channel strategy, building a scalable, high-performing broker ecosystem.
- Engage directly with top brokerage firms, cultivating long-term relationships and driving business through partner channels.
- Collaborate cross-functionally with Sales, Marketing, and RevOps to align broker efforts with go-to-market strategy.
- Build clarity from ambiguity, developing frameworks, messaging, and motion for a channel that’s still maturing.
- Drive e... (Note: The provided text is incomplete for this section.)
Requirements
- Deep benefits industry expertise.
- Strong understanding of how to operate within and alongside broker networks.
- Comfortable creating structure where none exists.
- Capable of balancing near-term execution with long-term strategy.
- Self-starter with the ability to thrive in a dynamic environment.
Company Information
- Founded: 2017
- Backers: Emergence Capital and Ribbit Capital
- Awards: Received numerous awards for exponential growth, software innovation, and being a “Great Place to Work.”
- Customer Retention: 98%
- NPS: 75
- CSAT: 98
- Notable Clients: Stripe, Zoom, Lululemon, Affirm
Skills
Benefits industry expertise
Broker network operation
Channel strategy development
Relationship management
Cross-functional collaboration
Strategic planning
Building frameworks
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.
San Francisco, CaliforniaHeadquarters
2017Year Founded
$38.9MTotal Funding
SERIES_BCompany Stage
Consulting, Social Impact, EducationIndustries
201-500Employees