Account Executive - Remote, Pre-Tax Benefits

Forma; California; Sur place; USD 90 000 - 140 000; Plein temps

Avantages offerts par ce poste

Remote-first

Medical insurance

Dental insurance

Vision insurance

Wellness program

Home office stipend

401(k)

Paid time off

Parental leave

Résumé du poste

Forma is looking for a driven Account Executive to own new business growth across our small-to-mid-market pre-tax benefits segment. You'll run a full sales cycle — prospecting through close — for companies evaluating FSA, HSA, and HRA solutions, while partnering with our broker channel and VP of Strategic Accounts.

This is a high-velocity, quota-carrying role with real ownership: manage a pipeline of net-new logos and multi-stakeholder deals, shaping Forma's go-to-market in this segment.

Qualifications

• 3-5+ years of full-cycle B2B sales experience; hands-on experience selling pre-tax benefits (FSA, HSA, and/or HRA) is required.
• A track record of consistently hitting or exceeding quota selling to net-new companies.
• Experience with a consultative, solution-based sales approach and managing deals with multiple stakeholders.
• Comfort operating in an early-stage or high-growth startup environment, with flexibility to navigate ambiguity.
• Self-motivation and strong organizational skills, with ability to manage a high-velocity pipeline.

Responsabilités

• Own a full-cycle sales process — prospecting, qualification, demo, negotiation, and close — for small-to-mid-market companies evaluating pre-tax benefits (FSA, HSA, HRA).
• Build and manage a healthy pipeline of net-new business through a mix of outbound, inbound, and broker-driven opportunities.
• Partner day-to-day with broker channel and VP of Strategic Accounts to identify, qualify, and advance opportunities.
• Navigate multi-stakeholder deals and variable sales cycles with a proactive, organized approach.
• Lead consultative, solution-based sales conversations with HR, benefits, and finance stakeholders.
• Keep pipeline, forecasts, and opportunity data accurate and current in the CRM.
• Work cross-functionally with Sales Engineering, Legal, and Implementation for smooth handoffs.
• Represent Forma at broker meetings and industry events as opportunities arise.

Connaissances

Full-cycle sales

Quota attainment

Consultative selling

Startup experience

Self-motivated

Organized pipeline management

Excellent communication

Description du poste

Forma is looking for a driven Account Executive to own new business growth across our small-to-mid-market pre-tax benefits segment. You'll run a full sales cycle — prospecting through close — for companies evaluating FSA, HSA, and HRA solutions, while partnering with our broker channel and VP of Strategic Accounts.

This is a high-velocity, quota-carrying role with real ownership: manage a pipeline of net-new logos and multi-stakeholder deals, shaping Forma's go-to-market in this segment.