[Hiring] Solutions Consultant @Forma
Apr 02, 2025 - Forma is hiring a remote Solutions Consultant. 💸 Salary: unspecified. 📍Location: USA.
Role Description
We are seeking an experienced Solutions Consultant to join Forma's growing Revenue organization. In this role, you'll serve as a trusted subject matter expert and product evangelist in the employee benefits space—particularly for pre-tax and spending account solutions. You will partner closely with Account Executives throughout the sales process, engaging with prospective customers to understand their needs, simplify complex benefit offerings, and architect solutions that demonstrate Forma's unique value proposition.
As the technical authority in client conversations, you'll bring both credibility and confidence to every interaction, positioning yourself as the go-to expert for all product and benefits-related questions. You'll excel at breaking down complex benefits concepts into digestible, compelling narratives that resonate with various stakeholders, from HR leaders to technical decision-makers.
This high-impact, customer-facing role is crucial to Forma's continued growth and success. You'll report directly to our CRO and play an instrumental role in the future of our business.
- Partner with sales as a crucial ally in the sales process, leading compelling product demonstrations and technical discussions that highlight Forma's capabilities in solving customer pain points.
- Serve as the benefits subject matter expert, particularly for pre-tax and spending account solutions including LSAs, FSAs, HSAs, Commuter Benefits, and COBRA administration.
- Translate complex benefits concepts into clear, accessible language that resonates with various stakeholders, from C-suite executives to implementation teams.
- Apply value-based selling methodologies to articulate Forma's ROI and competitive advantages in a consultative, collaborative manner.
- Develop deep understanding of customer needs and challenges, proactively identifying opportunities to showcase how Forma's platform can address their specific requirements.
- Maintain thorough knowledge of competitive and complementary technologies, positioning Forma effectively in critical negotiations.
- Collaborate with Product, Engineering, and Implementation teams to advocate for customer needs and help shape product roadmap priorities.
- Build and maintain trusted relationships with prospects throughout the sales cycle, establishing yourself as a credible authority in the benefits technology space.
Qualifications
- Deep knowledge of employee benefits administration, with specific expertise in spending accounts and pre-tax products (LSA, FSA, HSA, Commuter, COBRA).
- 7+ years of experience working directly with customers in a pre-sales, benefits consulting, or similar customer-facing technical role.
- Demonstrated experience in value-based, consultative selling, preferably in a collaborative sales environment.
- Tenacious problem-solving abilities and a resourceful "figure-it-out" mindset—someone who thrives in ambiguity and takes initiative.
- Exceptional communication skills, with a proven ability to simplify complex concepts and make benefits accessible to diverse audiences.
- Strong attention to detail paired with intellectual curiosity—always asking questions and seeking to understand customer needs at a deeper level.
- Confidence and presence to be the authority in the room during client interactions.
- Experience supporting enterprise-level deals with long sales cycles and complex buying dynamics.
Preferred Qualifications
- Experience as a solutions consultant, product specialist, or benefits lead in sales or partnerships.
- Hands-on experience with HR systems (from payroll to BenAdmin), file feeds, and APIs.
- Previous work with benefits administration platforms or software.
- Background in B2B SaaS, particularly in HR tech or benefits tech.
- Ability to configure and customize demo environments to showcase specific use cases.
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 Parental Leave + 4 additional weeks for the Birthing Parent.
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| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
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Salary
💸
unspecified
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Apr 02, 2025
|
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
