Forma

Account Executive, Pre-Tax

Who can apply: US-based role. The employer has not said which states are eligible — confirm before applying.
Location as listed by the employer: “United States”
Apply on Forma's site ↗

Opens the employer's official application page.

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About this role

Forma is hiring for a Account Executive, Pre-Tax role (full-time). See the official posting for full details.

Requirements

  • 3-5+ years of full-cycle B2B sales experience; 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, with the flexibility to navigate ambiguity and shifting priorities
  • Self-motivation and strong organizational skills, with the ability to manage a high-velocity pipeline independently and as part of a team
  • A proactive, entrepreneurial approach to problem-solving, paired with high energy and a positive attitude
  • Excellent verbal and written communication skills

Summarized from the employer's posting — check the full posting for every requirement.