Revenue Operations and Strategy Lead

Forma

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.

Role Responsibilities

  • 25% Leadership Support
    • Build reports, dashboards, and executive presentations
    • Perform strategic data analysis to align insights with business priorities
    • Supporting leadership with annual/quarterly planning cycles
  • 25% Sales Support
    • Develop dashboards and reporting to support the sales team
    • Partner with GTM leadership on playbooks, metrics, and enablement
    • Drive pipeline management, forecasting, coverage models, quota setting, and territory planning

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