Customer Implementation Manager, Forma
A modern-day benefits platform
Be an early applicant
A modern-day benefits platform
201-500 employees
Be an early applicant
201-500 employees
Company mission
To give every employee the ability to integrate work and life seamlessly.
Role
Who you are
- 2-5 years experience in project management, customer success or related role
- Strong project management skills, the ability to manage multiple tasks and responsibilities, and experience working under time constraints is a must
- Demonstrated ability to manage projects from end to end
- Ability to communicate and work across client organizations
- Solutions-oriented team player who takes initiative and is accountable for results
- Attention to detail and the ability to analyze and problem solve
What the job involves
- The Forma Customer Implementation Team exists to build strong, long-term relationships with our clients through a successful new client Implementation
- As the first impression of client service, this team sets the tone for the future of the relationship
- As a Customer Implementation Manager, you will work with clients on sophisticated Implementation processes to help them get the most out of Forma
- You will ensure a seamless client transition onto Forma and will have the opportunity to closely partner with almost every internal team in the process
- Own and lead end-to-end implementation of Forma for new customers, guiding them from post-sales onboarding through successful program launch, including upsell and expansion initiatives for existing clients
- Act as the primary liaison between customers and internal teams, collaborating closely with key stakeholders in HR Benefits, Payroll, HRIS, IT, and Finance to ensure a seamless and effective implementation experience
- Conduct thorough needs assessments to define the scope of implementation projects, translating business requirements into clear, actionable project specifications
- Develop, manage, and maintain detailed project plans, including timelines, milestones, agendas, and client-facing training materials, ensuring alignment across all stakeholders
- Track project progress and deliverables throughout the implementation lifecycle, proactively identifying risks and managing deviations to keep initiatives on schedule and within scope
- Serve as the voice of the customer within Forma, advocating for client needs and feedback while ensuring cross-functional alignment with Product, Engineering, Support, and Customer Success teams
Our take
Forma is looking to reimagine the employee benefits model. The company helps HR departments select the right benefits, and by leveraging its vendor network, also offer these at a more affordable cost. Forma then also helps employees make smarter, more transparent decisions regarding their health and wellness work benefits.
With generations X and Z dominating the workforce, benefits expectations are rapidly changing. Add to that the upheaval of employee expectations precipitated by the switch to hybrid workforces, and many HR departments have struggled to keep pace with the rate of change. Unused benefits, and enquiries from under-informed employees, eat up both time and resources that undermine the efficiency and credibility of a businesses’ benefits program. Therefore, Forma's solution to this should be appealing for employers and employees alike.
Testament to the efficacy of its model, Forma was only founded in 2017 as Twic, and already boasts the likes of Zoom, Stripe, and DataDog among its customers. With the nature of modern workforces still in flux, Forma look well-placed to be catering to an adaptive, demanding new benefits landscape.
Steph
Company Specialist at Welcome to the Jungle
Insights
-4% employee growth in 12 months
Company
Funding (1 round)
Mar 2022
$40m
SERIES B
Total funding: $40m
Company benefits
- Remote Friendly
- Health Care
- Flexible PTO
- Parental Leave
- Lifestyle Stipend
- Team Building Stipend
- Productivity Stipend
- Career Opportunities
Company HQ
Civic Center, San Francisco, CA
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