[Remote] Revenue Operations and Strategy Lead at Forma

United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

5-8 years of experience in Revenue Operations, Sales Operations, or GTM Strategy
Strong background in Revenue Operations, Sales Operations, or GTM Strategy
Builder with a bias towards action and a results-oriented mindset; known for measurable impact
Track record of supporting leadership decision-making

Responsibilities

Leadership Support
Build reports, dashboards, and executive presentations
Perform strategic data analysis to align insights with business priorities
Support leadership with annual/quarterly planning cycles
Sales Support
Develop dashboards and reporting to support the sales team
Partner with GTM leadership on playbooks, metrics, and enablement
Drive pipeline management, forecasting, coverage models, quota setting, and territory planning
Build revenue forecasts and scenario models
Territory design, capacity planning, headcount modeling
Program Management
Launch and manage GTM programs
Coordinate cross-functional partners and ensure accountability
Revenue Operations
Own commission calculations and payout accuracy
Optimize workflows across Sales, AM/CS, and Marketing
Track and report on KPIs (win rate, cycle time, ARR growth, churn/retention, expansion)

Skills

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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