Account Executive, Pre-Tax

🕒 September 9

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Own a full-cycle sales process from prospecting, qualification, demo, negotiation, and close for small-to-mid-market companies evaluating FSA, HSA, and HRA solutions • Build and manage a pipeline of net-new business through self-sourced outbound, inbound leads, and broker-driven opportunities • Partner with the broker channel and VP of Strategic Accounts to identify, qualify, and advance opportunities • Navigate multi-stakeholder deals and variable sales cycles • 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 to ensure a smooth handoff from close to onboarding • Represent Forma at broker meetings and industry events as opportunities arise

🎯 Requirements

• 3-5+ years of full-cycle B2B sales experience • Hands-on experience selling pre-tax benefits (FSA, HSA, and/or HRA) is required • Track record of consistently hitting or exceeding quota selling to net-new companies • Experience with a consultative, solution-based sales approach • Experience managing deals with multiple stakeholders and variable-length cycles • Comfort operating in an early-stage or high-growth startup environment • Self-motivation and strong organizational skills • Ability to manage a high-velocity pipeline independently and as part of a team • Proactive, entrepreneurial approach to problem-solving • Excellent verbal and written communication skills

🏖️ Benefits

• Remote-first working environment • Medical, dental and vision insurance plans • Employee wellness program • One-time home office stipend • 401(k) savings plan • Flexible PTO policy • 12 weeks Parental Leave + 4 additional weeks for the Birthing Parent