Forma
Customer Operations
CustomerOperationsSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Customer Operations Specialist at Forma. Skills: Vendor management, Operations management, Cross-functional projects. Source, evaluate, and onboard new vendors. Renegotiate existing partnerships”
Industry & Context.
Data-driven thinking; Analyze operational metrics
Occasional peak-period monitoring
What They're Looking For.
Must Have
Proven ability to build new processes, Deliver end-to-end projects with minimal supervision
Nice to Have
Bachelor's degree or equivalent work experience, Experience in a fast-paced tech startup, Experience in employee benefits is a plus, Hands-on experience in vendor management, Partnerships or contract negotiation, Independent and data-driven thinking, Flexibility to coordinate with global teams, Occasional peak-period monitoring
What You'll Do.
and onboard new vendors
Renegotiate existing partnerships
Manage vendor relationships end-to-end
Resolve issues and drive ongoing performance
Own cross-functional projects
Drive improvements grounded in operations
and build new procedures
Track operational metrics
Build analyses and dashboards
Use data to drive change
Own the daily operational backbone
Manage order fulfillment
Handle member support ticketing
Act as the voice of customers
Bring member feedback into roadmap
How You'll Work.
Team & Collaboration
Cross-functional projects; Product teams; Engineering teams
Communication Scope
Written communication; Verbal communication
Process & Methodology
End-to-end projects
Full Job Description
ABOUT FORMA The market for employee benefits is broken. Companies spend millions annually on employee benefits that employees neither value nor regularly use. Founded in 2017, Forma set out to build a better model by challenging traditional one-size-fits-all approaches. Forma’s flexible benefits software helps companies offer competitive benefits packages while reducing costs and inefficiencies, by giving employees more choice and flexibility in how they spend their benefit allowances. The platform also saves HR professionals countless hours managing and supporting various point solutions. Using Forma, companies can select from a suite of products that include Lifestyle Spending Accounts, Health Spending Accounts, Health Reimbursement Arrangements, Flexible Spending Accounts, and more to design and deliver customized benefits programs–all through a single platform. Employees then have three choices to spend account funds: The Forma Store with discounted products and services, The Forma Visa Card, or claim reimbursement backed by Forma’s world-class member support team. Forma has helped hundreds of the world’s most admired companies, including Stripe, Zoom, Lululemon, and Affirm, design and support flexible, inclusive benefits programs for nearly a million employees. And, we are seeing great success with 98% customer retention, 75 NPS, and 98 CSAT ratings from members. Forma is backed by Emergence Capital and Ribbit Capital and has received numerous awards for its exponential growth, its software innovation, and as a “Great Place to Work.” ABOUT THE ROLE We are looking for a Customer Operations Specialist to grow and run our Store. In this role, you will help the growth and run daily operations of the Forma Store. You'll grow and manage existing vendor partnerships, design data-driven workflows, and own internal cross-functional projects driving improvements that scale our Store. We're looking for a resourceful builder who evolves operational processes, works with mi
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