Account Manager, Forma
A modern-day benefits platform
Open for applications
A modern-day benefits platform
101-200 employees
Open for applications
101-200 employees
Company mission
To give every employee the ability to integrate work and life seamlessly.
Role
Who you are
- 5+ years in a sales-related role, including at least 2 years of experience in post-sales account management, renewals, and upsell opportunities
- Proven ability to meet or exceed revenue and retention targets, driving significant account growth and contributing to company-wide sales objectives
- Excellent communication, organizational, and interpersonal skills, capable of building trust and managing multiple accounts effectively
- Strategic problem-solver with the ability to identify customer needs, deliver tailored solutions, and act as a customer advocate internally
- Ability to build trusted advisor relationships and navigate complex commercial discussions, aligning customer needs with company objectives
- Familiarity with benefits software or similar platforms is a plus, but not required; a willingness to learn and adapt quickly is highly valued
- Comfortable working in a fast-paced environment with ambiguity and a willingness to help build and shape the account management function
What the job involves
- We’re looking for a dynamic and customer-focused Account Manager to join our growing team!
- As one of the first hires in this function, you will play a critical role in growing relationships with our existing customers while being comfortable with the ambiguity of a developing team
- You will be responsible for driving renewals, identifying upsell and cross-sell opportunities, and ensuring our customers achieve maximum value from the Forma platform
- This role is perfect for someone passionate about delivering an exceptional customer experience while also achieving revenue growth targets and contributing to the development of the account management function
- Own and manage the post-sales relationship in partnership with customer success for a portfolio of customers, driving renewals, upsells, and overall account growth
- Develop account plans for long-term growth, focusing on strategies to increase customer satisfaction, product adoption, and value realization
- Develop and maintain a deep understanding of the Forma’s offering to guide customers in achieving their benefits goals
- Conduct regular business reviews with key stakeholders to communicate product value, assess account health, and identify expansion opportunities
- Collaborate closely with cross-functional teams, including customer success, sales, support, and product, to provide a seamless customer experience
- Contribute to shaping the account management team’s best practices, processes, and tools as we build and scale
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
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 values
- We never Settle
- We raise each other's bars
- We've got you
- We own our work
Company HQ
Civic Center, San Francisco, CA
Articles
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