Senior Account Manager, Forma
A modern-day benefits platform
Open for applications
A modern-day benefits platform
201-500 employees
Open for applications
201-500 employees
Company mission
To give every employee the ability to integrate work and life seamlessly.
Role
Who you are
- 8+ years in a sales-related role, including 3+ years of experience in account management with exposure to enterprise-level or high-value accounts
- Proven success in managing complex relationships and achieving or exceeding revenue growth and retention targets
- Expertise in conducting strategic account planning, negotiating complex agreements, and managing executive relationships
- Strong communication and interpersonal skills, with the ability to influence and collaborate effectively across teams and organizational levels
- Strategic problem-solver with experience delivering tailored solutions to address customer challenges
- Experience working in benefits software or similar platforms is a plus but not required; adaptability and a willingness to learn are essential
- Comfortable navigating ambiguity in a fast-paced environment and contributing to the strategic direction of the account management function
What the job involves
- We’re looking for a results-driven and strategic Senior Account Manager to join our growing team!
- As one of the first senior hires in this function, you will take ownership of some of Forma’s most strategic accounts, driving revenue growth, expanding relationships, and leading by example as we scale the account management team
- In this role, you will focus on identifying and executing growth opportunities within existing accounts, achieving revenue targets, and building lasting partnerships with enterprise customers
- This is a high-impact position that combines strategic planning, relationship management, and sales execution, with the opportunity to shape the future of the account management function at Forma
- Own and lead the strategic management of a portfolio of high-value accounts to drive revenue growth through renewals, upsells, and expansion opportunities
- Develop and execute strategic account plans aligned with customer goals, focusing on maximizing account value and driving long-term partnerships
- Act as a trusted advisor to key stakeholders, including C-suite executives, to uncover new opportunities, negotiate contracts, and align Forma’s solutions with their business priorities
- Conduct executive-level business reviews to communicate value, assess account health, and uncover expansion opportunities
- Collaborate with cross-functional teams, including product, support, and sales, to deliver tailored solutions that drive revenue impact and deepen relationships
- Proactively identify new opportunities within your accounts to exceed revenue targets and ensure account growth and retention
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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