Senior Customer Onboarding Manager, Forma
A modern-day benefits platform
Be an early applicant
A modern-day benefits platform
101-200 employees
Be an early applicant
101-200 employees
Company mission
To give every employee the ability to integrate work and life seamlessly.
Role
Who you are
- 5+ years of client onboarding, implementation, or project management experience working with Enterprise clients
- Strong project management skills, the ability to manage multiple tasks and responsibilities, and experience working under time constraints is a must
- Experience working with IT & external vendors and business system teams on technical integration, data exchange, file specifications, file encryption and transmission, SSO, and testing
- Demonstrated ability to manage complex 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
- Experience working with mid-market and enterprise clients is preferred
- Experience in at least one of the following is preferred: healthcare spending accounts, benefits, or payroll
- Start-up Experience preferred
What the job involves
- The Forma Customer Onboarding Team exists to build strong, long-term relationships with our clients through a successful new client onboarding
- As the first impression of client service, this team sets the tone for the future of the relationship
- As a Senior Customer Onboarding Manager, you will work with clients on sophisticated onboarding 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
- Lead large and complex implementations of Forma for our most important customers - from the sales process all the way through successful launch
- Partner closely with primary client contacts in HR Benefits and stakeholders from Payroll, HRIS, IT, and Finance to ensure a smooth onboarding
- Evaluate client needs for the initial scope of onboarding and develop project specifications based on the assessment
- Prepare and maintain project plans and client-facing communications including but not limited to project timelines, schedules, agendas, and training plans
- Monitor project deliverables and progress through the duration of onboarding and manage deviations as appropriate
- Join late-stage sales meetings to provide onboarding expertise and recommendations to help close a deal
- Work closely with product and engineering teams on product enhancements and serve as the customers' voice
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
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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