Job Overview
Location
United States
Job Type
Full-time
Category
HR & Recruiting
Date Posted
April 15, 2026
Full Job Description
đź“‹ Description
- • As a Customer Success Manager at Forma Inc., you will ensure the success and satisfaction of a portfolio of 30+ commercial and enterprise accounts, fostering strong relationships and driving value from Forma’s flexible benefits platform.
- • Day to day, you will serve as the primary point of contact for customers, conduct regular business reviews, manage account administration in CRM, collaborate with support and operations teams to resolve issues, gather and analyze customer feedback, and work with Account Management to enable renewals and growth opportunities.
- • Forma is a fast-growing HR tech company backed by Emergence Capital and Ribbit Capital, trusted by industry leaders like Stripe, Zoom, Lululemon, and Affirm to deliver customizable benefits programs through a unified platform that increases employee choice and reduces administrative burden for HR teams.
- • In this role, you will develop deep expertise in customer success within the employee benefits space, strengthen your consultative and relationship-management skills, and contribute to improving product adoption and customer satisfaction metrics while growing alongside a mission-driven, award-winning team recognized as a 'Great Place to Work'.
Skills & Technologies
About Forma Inc.
Forma Inc. revolutionizes employee benefits with its flexible spending accounts platform, encompassing Lifestyle Spending Accounts (LSAs), pre-tax accounts, and Health Reimbursement Arrangements (HRAs). Serving employers, Forma empowers companies to offer customizable benefits through a consumer-grade UI, a curated Forma Store, and a convenient Forma Visa Card, while simplifying claims administration. The platform is designed to be global and equitable, enabling organizations to adapt benefits to individual employee needs worldwide. A significant testament to its capabilities is the successful implementation of Microsoft's global LSA strategy, supporting 220,000 employees across over 100 countries, setting a new standard for global employee wellness programs. Forma helps businesses save budget while enhancing benefits for their workforce.
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