Forma’s flexible benefits software helps companies offer competitive benefits packages while reducing costs and inefficiencies, by giving employees more choice and flexibility in how they spend their benefit allowances. The platform also saves HR professionals countless hours managing and supporting various point solutions.
Using Forma, companies can select from a suite of products that include Lifestyle Spending Accounts, Health Spending Accounts, Health Reimbursement Arrangements, Flexible Spending Accounts, and more to design and deliver customized benefits programs–all through a single platform. Employees then have three choices to spend account funds: The Forma Store with discounted products and services, The Forma Visa Card, or claim reimbursement backed by Forma’s world-class member support team.
Forma has helped hundreds of the world’s most admired companies, including Stripe, Zoom, Lululemon, and Affirm, design and support flexible, inclusive benefits programs for nearly a million employees. And, we are seeing great success with 98% customer retention, 75 NPS, and 98 CSAT ratings from members.
Forma is backed by Emergence Capital and Ribbit Capital and has received numerous awards for its exponential growth, its software innovation, and as a “Great Place to Work.”
Forma is looking for a Head of Revenue Operations to continue building and running our best-in-class RevOps function. Reporting directly to the CRO, the Head of Revenue Operations will own all go-to-market operations and partner closely with senior leaders on crafting and bringing strategies to life. You will lead a team of four high-impact RevOps pros (Strategy & Ops Lead, Deal Desk Manager, Enablement Manager, and Salesforce & Systems Admin Lead) as they execute on high-visibility initiatives and processes — including forecasting, annual planning, sales efficiency & enablement, funnel insights, pricing & packaging, Deal Desk, and more.
The Head of Revenue Operations will collaborate with Sales, Marketing, CX, Product, and Finance leadership and teams to unlock incremental revenue growth, creating measurable results each step of the way. This is a player/coach role, both managing the team to provide maximum impact while also engaging in deep execution and building work yourself.
Areas of RevOps coverage — some owned directly by the Head of Revenue Operations, and some by the team — include:
Forecasting and annual GTM planning
Customer lifecycle and Deal Desk
Business and market intelligence and insights
3+ years of people management experience
• Top-tier analytics skills: understand the importance of data and acumen and have the chops to run your own analyses, including building complex models
• Proficient across the Salesforce, forecasting tools, workflow infrastructure; and can help guide the team and build yourself when needed
• Remote-first working environment
• Medical, dental and vision insurance plans
• One-time home office stipend
• Flexible PTO policy
• At Forma, we value diversity, and always treat all employees and job applicants based on merit, qualifications, competence, and talent. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.