Benefits Specialist

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October 25

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Formstack

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SaaS • Productivity • B2B

Formstack is a workplace productivity platform that helps organizations digitize information, automate workflows, and optimize processes without requiring coding skills. It provides tools for building online forms, generating documents, and facilitating electronic signatures. Integrated seamlessly with CRMs and other business systems, Formstack enables data collection, management, and analysis, enhancing data integrity and reducing manual task dependency. With its robust suite of solutions, Formstack serves over 32,000 organizations across industries such as healthcare, finance, and education, while also offering specialized tools for Salesforce users.

201 - 500 employees

Founded 2006

☁️ SaaS

⚡ Productivity

🤝 B2B

💰 $425M Private Equity Round on 2021-11

📋 Description

• Administer and maintain all U.S. and Canadian benefits programs, including self-insured medical, dental, vision, life, disability, and wellness • Lead annual open enrollment, including planning, communications, and employee education • Oversee required filings and compliance, including ACA (1094-C/1095-C), MA 1099-HC, RxDC, Medicare Part D, PCORI, Form 5500, WRAP, and FSA non-discrimination testing • Support 401(k) plan administration, audits, and disclosures • Manage state and local reporting (e.g., CA Pay Data, San Francisco Healthcare Ordinance) • Partner with brokers, TPAs, and carriers to ensure compliance, accuracy, and strong service delivery • Run quarterly claims, utilization, and cost analyses to identify trends and opportunities • Partner with Finance to forecast plan expenses, track funding, and model future scenarios • Provide reporting and insights to support plan design and decision-making • Serve as the primary contact for employee benefits questions and requests, including QLEs, 401(k) inquiries, proof-of-coverage letters, and HSA/FSA issues • Manage escalations with vendors to ensure timely resolution and a positive employee experience • Simplify benefits communication and education through clear, accessible resources • Reconcile invoices and resolve discrepancies across multiple vendors and systems • Maintain accurate records in Rippling and related systems • Continuously assess and improve processes for efficiency, accuracy, and compliance

🎯 Requirements

• 4+ years of experience managing self-insured U.S. benefit plans (required) • HRIS experience (Rippling strongly preferred) • Strong understanding of medical, dental, stop-loss, and claims administration • Familiarity with Canadian benefits programs and global coordination (preferred) • Deep knowledge of ACA, ERISA, HIPAA, COBRA, and related compliance requirements • Experience working with brokers, carriers, and third-party administrators • Analytical mindset; comfortable with cost modeling and claims data • Clear, confident communicator with a customer-first approach • Proven ability to manage confidential information with discretion and accuracy

🏖️ Benefits

• Flexible PTO and wellness benefits that support you and your family • Professional development stipend and AI training access • Hybrid work model with in-office collaboration Tuesday–Thursday • Inclusive culture where your ideas move the business forward