Business Development Representative

Forma; California (MO); Remote; USD 40,000 - 80,000; Full time

Job summary

An innovative firm is seeking a Business Development Representative to join their dynamic sales team. This entry-level position focuses on outbound prospecting to help modernize employee benefits strategies for companies. As part of a remote-first environment, you will have the opportunity to develop essential sales skills while contributing to a growing startup. The role involves researching prospects, executing outreach campaigns, and collaborating with marketing to drive interest. If you're self-motivated and eager to grow in a fast-paced environment, this is the perfect opportunity to kickstart your sales career.

Benefits

Health insurance

Dental insurance

Vision insurance

Flexible PTO

401(k) plan

Remote-first environment

Team building activities

Employee wellness programs

Home productivity programs

Parental leave policies

Qualifications

• 1-2 years of sales experience preferred.
• Ability to articulate value propositions effectively.

Responsibilities

• Research and develop sales-ready leads through outbound prospecting.
• Execute cold calling and email campaigns to identify potential customers.

Skills

Curiosity

Self-motivation

Communication skills

Business acumen

Team-oriented attitude

Adaptability

Education

Bachelor's degree

Tools

Salesforce

Job description

Join to apply for the Business Development Representative role at Forma.

About Forma

The market for employee benefits is broken. Companies spend millions annually on employee benefits that employees neither value nor regularly use. Founded in 2017, Forma set out to build a better model by challenging traditional one-size-fits-all approaches.

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 including 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 options 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 support team.

Forma has helped hundreds of admired companies, including Stripe, Zoom, Lululemon, and Affirm, support flexible, inclusive benefits for nearly a million employees. We boast a 98% customer retention rate, 75 NPS, and 98 CSAT ratings.

Backed by Emergence Capital and Ribbit Capital, Forma has received awards for growth, software innovation, and as a “Great Place to Work.”

About The Role

The Business Development Representative (BDR) is a key part of our sales team, focusing on outbound prospecting in partnership with our Account Executives. Successful BDRs excel at researching, qualifying, and developing leads to help prospects modernize their benefits strategy by becoming Forma customers. This role offers an excellent opportunity to learn new skills, contribute to a growing startup, and accelerate your sales career.

You Will

• Research prospects, identify key contacts, educate, qualify, and develop contacts to generate sales-ready leads via outbound prospecting.
• Develop and execute cold calling and email campaigns to identify potential customers for Forma’s products and services.
• Partner with marketing to drive interest through events and promotional resources.
• Maintain account information in Salesforce.
• Monitor and meet monthly metrics to achieve revenue goals.
• Maintain in-depth knowledge of our products, industry trends, and competitors.

Preferred Skills

• Curiosity, self-motivation, and a desire for professional growth.
• Ability to articulate value propositions using business acumen.
• Team-oriented attitude.
• Optimistic and resilient mindset.
• Adaptability in a fast-changing environment.
• Strong communication skills.
• Passion for technology and integrity.

Bonus Points

• 1-2 years of sales experience.
• Experience with Salesforce or similar CRM.
• Bachelor’s degree.

Benefits and Perks

• Remote-first environment.
• Health, dental, and vision insurance.
• Employee wellness and home productivity programs.
• Team building activities.
• 401(k) plan.
• Flexible PTO.
• Parental leave policies.

At Forma, we value diversity and treat all applicants based on merit. We do not discriminate based on race, religion, gender, or other protected categories. We encourage applications even if your experience doesn’t exactly match the description, as diverse perspectives and innovative thinking are welcome here.

Additional Information

• Seniority level: Entry level.
• Employment type: Full-time.
• Job function: Sales and Business Development.
• Industry: Human Resources Services.