Enterprise Account Executive
FinixSalary not specified
- Full Time
- Mid-level (3 to 4 years), Junior (1 to 2 years)
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Employee Benefits Software, Health TechIndustries
Position Overview
- Location Type: Remote
- Job Type: Full-Time
- Salary: (Not provided)
Forma is revolutionizing employee benefits with a flexible benefits software platform. This platform enables companies to offer competitive benefits packages, reduce costs and inefficiencies, and provide employees with greater choice and flexibility in spending their benefit allowances. Forma's offerings include Lifestyle Spending Accounts, Health Spending Accounts, Health Reimbursement Arrangements, Flexible Spending Accounts, and more. Employees can utilize their account funds via The Forma Store, The Forma Visa Card, or by claiming reimbursement. Forma has been adopted by prominent companies such as Stripe, Zoom, Lululemon, and Affirm, serving nearly a million employees with high member satisfaction (75 NPS, 98 CSAT).
About the Role
- Role: Account Executive, Enterprise
- Objective: To drive net new logo acquisition within the enterprise sector, managing the sales process from prospecting through to closing.
- Key Responsibilities:
- Own the entire sales cycle for Forma’s largest clients.
- Educate and promote the value proposition of the Forma platform.
- Develop expertise in selling Forma’s benefit solutions.
- Collaborate with brokers and technology solution providers.
- Work closely with internal teams, including Support, Onboarding, and Customer Success.
Requirements
- Experience:
- Minimum of 10 years of experience in Enterprise SaaS sales.
- Proven track record of success selling to CFO suite/finance personas.
- Experience as a full-stack Account Executive, encompassing outbound demand generation to closing deals.
- Experience in value-based selling, where educating clients on new approaches is essential.
- Preferred Skills:
- Health tech experience.
- Familiarity with the broker ecosystem.
Responsibilities
- Prospecting and lead generation activities.
- Driving the implementation of innovative solutions for clients.
- Successfully closing deals with enterprise clients.
- Building and maintaining strong relationships with brokers and technology partners.
- Effective collaboration with internal teams, including Support, Onboarding, and Customer Success.
Company Information
- Company: Forma
- Founded: 2017
- Key Backers: Emergence Capital and Ribbit Capital
- Recognitions: Acknowledged for exponential growth, software innovation, and as a “Great Place to Work.”
- Member Satisfaction Metrics: 75 NPS, 98 CSAT ratings.
Skills
Enterprise SaaS sales
CFO suite/finance sales
Health tech (preferred)
Broker ecosystem knowledge (preferred)
Full-stack Account Executive
Value-based selling
Outbound demand generation
Customer relationship building
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