Customer Onboarding Manager, Forma

• 3+ 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

• As a 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 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

• Remote Friendly
• Health Care
• Flexible PTO
• Parental Leave
• Lifestyle Stipend
• Team Building Stipend
• Productivity Stipend
• Career Opportunities

Total funding: $40m

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.