Forma Benefits Overview

Own the full sales cycle for Forma’s pre-tax benefits solutions, including prospecting, qualification, demos, negotiations, and closing. Build and manage a high-velocity pipeline of small-to-mid-market prospects through outbound, inbound, and broker channels. Manage multi-stakeholder deals, consult with HR, benefits, and finance buyers, maintain accurate CRM forecasts, and coordinate handoffs with Sales Engineering, Legal, and Implementation.