Forma

πŸ‘₯ 101-250πŸ’° $40,000,000 Series B about 3 years agoEmployee BenefitsEnterprise SoftwareWellnessHealth CareπŸ’Ό Private Company
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Forma is revolutionizing the employee benefits landscape with its user-friendly platform. We empower employees by giving them direct access to a curated selection of health and wellness options. Our unique value proposition lies in eliminating the hassle of reimbursements, saving time and money for both employees and companies. We serve hundreds of admired companies, including Stripe, Zoom, and Lululemon, by designing flexible and inclusive benefits programs. Our technology stack includes Apple Mobile Web Clips Icon, Google Tag Manager, and Cloudflare CDN, and our teams leverage various technologies. We operate in a remote-first environment, fostering a collaborative culture. We encourage innovation and a diverse perspective, with a focus on building a strong, supportive environment where everyone can thrive. Forma is rapidly growing, backed by Emergence Capital and Ribbit Capital. We've received numerous awards, including recognition for our software innovation and as a "Great Place to Work." Join us to be part of a team that’s transforming the way companies approach employee benefits. We are actively seeking talented individuals to help us continue our mission.

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πŸ“ United States

🧭 Full-Time

πŸ” SaaS

  • 7+ years of experience in Enterprise SaaS RevOps
  • 3+ years of people management experience
  • Experienced with sales and marketing functions in high-growth startups, and in teaming effectively with multiple revenue functions
  • Proficient across the Salesforce, forecasting tools, workflow infrastructure
  • Oversee and contribute to Enablement function β€” creating, delivering, and enforcing enablement programs for new initiatives
  • Support day-to-day operations of the sales org, responding to questions and triaging/prioritizing ad-hoc requests
  • Empower leaders, teams, and reps to self-serve into solutions
  • Partner with GTM leadership team to identify and launch net-new strategic initiatives each quarter in areas such as: territory quality, partnerships strategy, pipeline quality, customer journey evolution
  • Own and evolve the RevOps initiative roadmap β€” committing to execution on high-impact projects that move the needle on revenue growth
  • Owner of forecasting accuracy and operational rhythm
  • End-to-end owner GTM planning process across target setting, coverage model, team design, quota modeling and incentive plans, etc.
  • Accountable for quality and scalability of Salesforce data architecture and revenue reporting
  • Own monthly/quarterly commissions administration for our Sales team
  • Identify systems opportunities, propose new processes and capabilities
  • Support Deal Desk team in day-to-day operations, with a focus on increasing efficiency through standardization and automation
  • Ideate and evaluate hypotheses for improving outcomes across our revenue funnel
  • Continually demystify our prospect to customer journey β€” turning data-based insights into actionable learnings

LeadershipSQLData AnalysisPeople ManagementSalesforceBusiness OperationsProblem SolvingExcellent communication skillsSales experienceStrategic thinkingProcess improvementCRMFinancial analysisData modelingData analyticsChange Management

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