Customer Operations Specialist

🕒 June 29

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Forma

WebsiteLinkedInAll Job Openings

51 - 200 employees

🏥 Healthcare

💼 Consulting

📦 Logistics

Healthcare • Consulting • Logistics

Forma is a life benefits platform that empowers modern companies to create and scale flexible, global benefits programs tailored to the diverse needs of employees. With a focus on workplace wellness and employee wellbeing, Forma simplifies program administration and vendor management for HR and finance teams. Employees can easily choose from a curated benefits marketplace, utilize flexible spending accounts, and benefit from ongoing support to optimize their experience.

📋 Description

• Serve as a Forma product expert to quickly resolve customer concerns and provide tailored recommendations, including identifying underlying issues in account setup or the product. • Own daily operational tasks, including account configuration, program policy updates, and customer onboarding or expansion support. • Continuous improvement: Identify, implement, and optimize processes for maximum efficiency and quality. • Translate customer feedback into actionable product roadmap recommendations through collaboration with product and engineering teams. • Track, analyze, and report on operational performance metrics.

🎯 Requirements

• Bachelor's degree or equivalent work experience preferred. • Excellent written and verbal English communication skills. • Experience in a fast-paced tech startup and fully remote work environment is preferred. • Experience in employee benefits is a strong plus. • Proven ability to build new processes and deliver end-to-end projects with minimal supervision. • Strong independent and data-driven thinking, with the ability to break down ambiguous goals and analyze operational metrics. • Flexibility to coordinate with global teams, and occasional peak-period monitoring.

🏖️ Benefits

• Remote-first working environment • MacBook • $100 USD/mo - BeWell funds • $300 USD - One time subsidy to build your home office • $2000 USD/year - BeHealthy funds