[Remote] Revenue Operations and Strategy Lead at Forma

United States

Forma Logo
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
HR Technology, SaaSIndustries

Requirements

  • Strong background in Revenue Operations, Sales Operations, or GTM Strategy with 5-8 years of experience
  • Deep understanding of how Enterprise SaaS organizations use RevOps and SalesOps best practices to accelerate growth
  • Takes a data-driven approach to work
  • Enjoys owning full scope projects from strategizing & planning to execution & enablement
  • Builder with a bias towards action and a results-oriented mindset
  • Track record of building great programs and delivering measurable impact
  • Track record of supporting leadership decision-making

Responsibilities

  • Build reports, dashboards, and executive presentations (25% Leadership Support)
  • Perform strategic data analysis to align insights with business priorities
  • Support leadership with annual/quarterly planning cycles
  • Develop dashboards and reporting to support the sales team (25% Sales Support)
  • 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
  • Design territory, capacity planning, and headcount modeling
  • Launch and manage GTM programs (25% Program Management)
  • Coordinate cross-functional partners and ensure accountability
  • Own commission calculations and payout accuracy (25% Revenue Operations)
  • Optimize workflows across Sales, AM/CS, and Marketing
  • Track and report on KPIs (win rate, cycle time, ARR growth, churn/retention, expansion)
  • Contribute to high-impact initiatives including forecasting, annual planning, sales efficiency & enablement, funnel insights, and Deal Desk
  • Collaborate with Sales, Marketing, CS, Product, and Finance leadership and teams to unlock incremental revenue growth

Skills

Revenue Operations
Sales Operations
Growth Operations
Forecasting
Sales Enablement
Funnel Insights
Deal Desk

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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