Forma

Director, Broker Partnerships

United States

Forma Logo
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Benefits Software, FintechIndustries

Requirements

Candidates should possess deep benefits industry expertise and a strong understanding of how to operate within and alongside broker networks, along with comfort creating structure where none exists and the ability to balance near-term execution with long-term strategy.

Responsibilities

The Director of Broker Partnerships will 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, and drive e

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.

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.

Land your dream remote job 3x faster with AI