Forma

Enterprise Account Executive

United States

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Employee Benefits Software, Health TechIndustries

Requirements

Candidates must possess 10 or more years of experience in Enterprise SaaS sales, with a proven track record of success selling into CFO suites and finance personas. Preferred experience includes health tech and knowledge of the broker ecosystem, along with experience in value sales requiring education around new approaches.

Responsibilities

The Enterprise Account Executive will own the sales cycle with Forma’s largest customers, educating them on the value of the Forma platform and partnering with brokers and technology solutions while collaborating closely with internal teams across Support, Onboarding, and Customer Success to drive net new logo acquisition and closing deals with enterprise clients, as well as prospecting and lead generation to drive innovative solutions for customers.

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.

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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