Forma

Head of Revenue Operations

United States

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

Position Overview

  • Location Type: Remote
  • Employment Type: Full-Time
  • Salary: Not specified

Forma is a company focused on building a better employee benefits model. Their flexible benefits software helps companies offer competitive benefits packages while reducing costs and inefficiencies, by giving employees more choice and flexibility in how they spend their benefit allowances. The platform also saves HR professionals countless hours managing and supporting various point solutions. Forma’s platform includes Lifestyle Spending Accounts, Health Spending Accounts, Health Reimbursement Arrangements, Flexible Spending Accounts, and more. Employees can spend account funds through The Forma Store, The Forma Visa Card, or claim reimbursement. Forma has helped hundreds of companies, including Stripe, Zoom, Lululemon, and Affirm, design and support flexible, inclusive benefits programs for nearly a million employees, with 98% customer retention, 75 NPS, and 98 CSAT ratings from members.

Requirements

  • Not specified

Responsibilities

  • Lead a team of four RevOps professionals (Strategy & Ops Lead, Deal Desk Manager, Enablement Manager, and Salesforce & Systems Admin Lead).
  • Own all go-to-market operations.
  • Partner closely with senior leaders on crafting and bringing strategies to life.
  • Design, build, and maintain the strategy, infrastructure, and processes for naming, covering, and winning the market.
  • Focus on forecasting, annual planning, sales efficiency & enablement, funnel insights, pricing & packaging, Deal Desk, and more.
  • Collaborate with Sales, Marketing, CX, Product, and Finance leadership and teams to unlock incremental revenue growth.

Application Instructions

  • Not specified

Company Information

  • Company: Forma
  • Founded: 2017
  • Funding: Backed by Emergence Capital and Ribbit Capital
  • Awards: Received numerous awards for exponential growth, software innovation, and as a “Great Place to Work.”
  • Customer Retention: 98%
  • NPS: 75
  • CSAT: 98
  • Notable Clients: Stripe, Zoom, Lululemon, Affirm

Skills

Revenue Operations
Go-to-market strategy
Forecasting
Annual planning
Sales enablement
Funnel analysis
Pricing & packaging
Deal Desk
Cross-functional collaboration

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

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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