Account Executive (Pre-Tax)

Forma is seeking a driven Account Executive to lead new business growth in the small-to-mid-market pre-tax segment. This role involves managing the full sales cycle, building and managing a healthy pipeline, and partnering closely with the broker channel and VP of Strategic Accounts. The ideal candidate will have 3-5+ years of full-cycle B2B sales experience, excellent communication skills, and a proactive, entrepreneurial approach to problem-solving.

Responsibilities

• Gérer l'ensemble du processus de vente, de la prospection à la conclusion, pour les entreprises de taille petite à moyenne évaluant les avantages fiscaux.
• Construire et gérer un pipeline sain de nouvelles affaires grâce à un mélange de prospection autonome, de leads entrants et d'opportunités générées par les courtiers.
• Collaborer au quotidien avec notre canal de courtage et le VP des comptes stratégiques pour identifier, qualifier et faire avancer les opportunités.

Requirements

• 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 track record of consistently hitting or exceeding quota selling to net-new companies

Excellent verbal and written communication skills

• 3-5+ years of full-cycle B2B sales experience; hands-on experience selling pre-tax benefits (FSA, HSA, and/or HRA) is required
• A proactive, entrepreneurial approach to problem-solving, paired with high energy and a positive attitude
• Experience with a consultative, solution-based sales approach and managing deals with multiple stakeholders and variable-length cycles