joinforma
A Customer Operations Specialist for a SaaS platform in the employee benefits space will manage the operational lifecycle of post-tax and pre-tax accounts, acting as an 'control center' for the support team. The role involves building efficient workflows, optimizing processes, and translating customer feedback into recommendations for product and engineering teams.
Headquarters
San Francisco, California, United States
Company Size
51-200 employees
Founded
2017
Forma is a flexible benefits software platform that helps employers offer and manage LSA, FSA, HSA, and HRA plans. The platform is designed to simplify benefits selection and administration, making employer packages more competitive while reducing costs. Forma targets HR teams and companies seeking modern, customizable benefits solutions focused on flexibility and cost-efficiency.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for joinforma.
100% below the average for this role