
201 - 500 employees
Founded 2006
đź’Ľ Consulting
🏥 Healthcare
📚 Education
đź’° $425M Private Equity Round on 2021-11
Consulting • Healthcare • Education
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.
🔥 18 hours ago
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201 - 500 employees
Founded 2006
đź’Ľ Consulting
🏥 Healthcare
📚 Education
đź’° $425M Private Equity Round on 2021-11
Consulting • Healthcare • Education
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.
• Lead Sales Engineering, Implementation Engineering, and Solutions Architecture organizations • Own strategy, delivery quality, and team leadership through Directors and Senior Managers • Own Professional Services bookings, revenue, gross margin, utilization, and forecast accuracy • Build and execute the Professional Services growth strategy • Partner with Sales to scope, position, price, and close services • Commercialize Professional Services through packaging, pricing, SOW development, and services attach strategies • Own services pipeline, forecasting, revenue conversion, backlog, and capacity planning • Develop repeatable services offerings and packages that accelerate customer time-to-value • Connect Professional Services to software adoption, expansion, retention, and ARR growth • Serve as an executive-level customer partner • Translate business requirements into scalable technical solutions • Develop and execute a Professional Services partner strategy with SIs, consulting firms, and implementation partners
• 10+ years of Professional Services experience in B2B SaaS • Progressive leadership responsibility with direct ownership of commercial outcomes • Experience owning services bookings, revenue, gross margin, utilization, and forecast accuracy • Strong technical leadership experience with complex implementations, integrations, solution architecture, and enterprise deployments • Experience building and scaling Professional Services organizations • Experience developing services strategy, including packaging, pricing, scoping, SOW development, attach strategies, and repeatable offerings • Experience building and executing a Professional Services partner strategy with SIs, consulting firms, and implementation partners • Deep experience partnering with Sales throughout the sales cycle • Strong understanding of the SaaS business model • Experience with capacity planning, resource management, project profitability, change management, and margin optimization • Ability to build scalable delivery models using internal resources, partners, and repeatable methodologies • Executive-level customer presence • Data-driven leadership using KPIs and operating metrics • Experience leading solution architects, implementation consultants, developers, integration specialists, and other technical services professionals • Cross-functional leadership across Sales, Customer Success, Product, Engineering, Finance, and Partnerships • Strong technical judgment with a commercial mindset • Experience building processes, systems, talent, and operating cadence for a scalable Professional Services organization • Experience with no-code/low-code, workflow automation, CLM, or data platform products is a bonus • Experience leading services teams through M&A integration, rebrand, or major platform transition is a bonus • Familiarity with Salesforce or PSA platforms is a bonus
• Variable compensation as part of on-target earnings • Equal opportunity and equitable hiring commitment • Diversity-focused hiring practices
Apply Now🔥 18 hours ago
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