Account Executive, Pre-Tax

The role

You will own the full sales cycle for small-to-mid-market companies evaluating pre-tax benefits. This involves prospecting, qualifying, demoing, negotiating, and closing deals while partnering with broker channels.

What you will do

• Own a full-cycle sales process for small-to-mid-market companies
• Build and manage a pipeline of net-new business
• Partner with the broker channel and VP of Strategic Accounts
• 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 in the CRM
• Work cross-functionally with Sales Engineering, Legal, and Implementation
• Represent Forma at broker meetings and industry events

Required qualifications

• Hands-on experience selling pre-tax benefits (FSA, HSA, and/or HRA) is required
• A track record of consistently hitting or exceeding quota selling to net-new companies
• Experience with a consultative, solution-based sales approach and 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
• Excellent verbal and written communication skills

Nice to have

• 3-5+ years of full-cycle B2B sales experience
• Ability to navigate ambiguity and shifting priorities
• A proactive, entrepreneurial approach to problem-solving
• High energy and a positive attitude

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

About the company

Forma is a global lifestyle benefits platform founded in 2017. It enables companies to offer customized benefits programs through a single platform.