Account Executive, Pre-Tax

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of the entire sales cycle, encompassing prospecting, qualification, demonstrations, negotiations, and closing deals with small-to-mid-market companies assessing FSA, HSA, and HRA solutions.

• Develop and oversee a pipeline of new business through self-generated outbound efforts, incoming leads, and opportunities driven by brokers.

• Collaborate with the broker channel and the VP of Strategic Accounts to identify, qualify, and progress opportunities.

• Navigate complex deals involving multiple stakeholders and varying sales cycles.

• Conduct consultative, solution-oriented sales discussions with stakeholders in HR, benefits, and finance.

• Maintain accurate and up-to-date data regarding pipeline, forecasts, and opportunities within the CRM.

• Collaborate across departments, including Sales Engineering, Legal, and Implementation, to ensure a seamless transition from closing to onboarding.

• Represent Forma at broker meetings and industry events whenever opportunities arise.

⛳️ Requirements

• 3-5+ years of comprehensive B2B sales experience.

• Direct experience in selling pre-tax benefits (FSA, HSA, and/or HRA) is essential.

• Proven ability to consistently meet or exceed sales quotas with new companies.

• Familiarity with a consultative, solution-focused sales methodology.

• Experience in managing deals with multiple stakeholders and sales cycles of varying lengths.

• Comfort in operating within an early-stage or rapidly growing startup environment.

• Self-driven with strong organizational capabilities.

• Ability to manage a fast-paced pipeline both independently and as part of a team.

• Proactive and entrepreneurial mindset towards problem-solving.

• Exceptional verbal and written communication skills.

🏝️ 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 of Parental Leave plus an additional 4 weeks for the Birthing Parent.