Forma
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Head of Revenue Operations
role at
Forma Continue with Google Continue with Google Join to apply for the
Head of Revenue Operations
role at
Forma About Forma
Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.
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. 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.
Forma’s flexible benefits software helps companies offer competitive benefits packages while reducing costs and inefficiencies, by giving employees more choice and flexibility in how they spend their benefit allowances. The platform also saves HR professionals countless hours managing and supporting various point solutions.
Using Forma, companies can select from a suite of products that include Lifestyle Spending Accounts, Health Spending Accounts, Health Reimbursement Arrangements, Flexible Spending Accounts, and more to design and deliver customized benefits programs–all through a single platform. Employees then have three choices to spend account funds: The Forma Store with discounted products and services, The Forma Visa Card, or claim reimbursement backed by Forma’s world-class member support team.
Forma has helped hundreds of the world’s most admired companies, including Stripe, Zoom, Lululemon, and Affirm, design and support flexible, inclusive benefits programs for nearly a million employees. And, we are seeing great success with 98% customer retention, 75 NPS, and 98 CSAT ratings from members.
Forma is backed by Emergence Capital and Ribbit Capital and has received numerous awards for its exponential growth, its software innovation, and as a “Great Place to Work.”
About The Role
Forma is looking for a Head of Revenue Operations to continue building and running our best-in-class RevOps function. Reporting directly to the CRO, the Head of Revenue Operations will own all go-to-market operations and partner closely with senior leaders on crafting and bringing strategies to life. You will lead a team of four high-impact RevOps pros (Strategy & Ops Lead, Deal Desk Manager, Enablement Manager, and Salesforce & Systems Admin Lead) as they execute on high-visibility initiatives and processes — including forecasting, annual planning, sales efficiency & enablement, funnel insights, pricing & packaging, Deal Desk, and more.
The Head of Revenue Operations will collaborate with Sales, Marketing, CX, Product, and Finance leadership and teams to unlock incremental revenue growth, creating measurable results each step of the way. You and the team will design, build, and maintain the strategy, infrastructure, and processes to name, cover, and win our market — lighting the way to GTM team efficiency and overall plan achievement.
The ideal candidate has led RevOps teams before, cares deeply about their people, and understands how Enterprise SaaS organizations use RevOps best practices to accelerate growth.
What You’ll Do
This is a player/coach role, both managing the team to provide maximum impact while also engaging in deep execution and building work yourself.
Areas of RevOps coverage — some owned directly by the Head of Revenue Operations, and some by the team — include:
Process, enablement, and support
Oversee and contribute to Enablement function — creating, delivering, and enforcing enablement programs for new initiatives Support day-to-day operations of the sales org, responding to questions and triaging/prioritizing ad-hoc requests Empower leaders, teams, and reps to self-serve into solutions
Revenue acceleration initiatives
Partner with GTM leadership team to identify and launch net-new strategic initiatives each quarter in areas such as: territory quality, partnerships strategy, pipeline quality, customer journey evolution Own and evolve the RevOps initiative roadmap — committing to execution on high-impact projects that move the needle on revenue growth
Forecasting and annual GTM planning
Owner of forecasting accuracy and operational rhythm End-to-end owner GTM planning process across target setting, coverage model, team design, quota modeling and incentive plans, etc.
GTM infrastructure and commissions administration
Accountable for quality and scalability of Salesforce data architecture and revenue reporting Own monthly/quarterly commissions administration for our Sales team Identify systems opportunities, propose new processes and capabilities
Customer lifecycle and Deal Desk
Support Deal Desk team in day-to-day operations, with a focus on increasing efficiency through standardization and automation
Business and market intelligence and insights
Ideate and evaluate hypotheses for improving outcomes across our revenue funnel Continually demystify our prospect to customer journey — turning data-based insights into actionable learnings
Who You Are
A strong background in Enterprise SaaS RevOps with 7+ years of experience 3+ years of people management experience Builder with a bias towards action and a results-oriented mindset — you build great programs and are known for measurable impact Experienced with sales and marketing functions in high-growth startups, and in teaming effectively with multiple revenue functions — you know the standard playbooks but build for situational impact First class problem-solver — can quickly translate ambiguity into insight and actionable recommendations; you come to the table with a strong point of view, but are willing to be proven wrong Excellent people manager — you take the time to listen & learn, and are known for your ability to coach, mentor, and grow your team You have empathy for reps and are invested in their success at each stage of the sales cycle Top-tier analytics skills: understand the importance of data and acumen and have the chops to run your own analyses, including building complex models Excellent communicator: crafting clear, concise, effective and well-supported recommendations in meetings, presentations, and emails — to provide clarity and drive decisions with executives, managers, and teams Proficient across the Salesforce, forecasting tools, workflow infrastructure; you understand SFDC admin capabilities (validation rules, flows, etc.) — and can help guide the team and build yourself when needed Excellent collaborator and humble expert
Benefits And Perks
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
At Forma, we value diversity, and always treat all employees and job applicants based on merit, qualifications, competence, and talent. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Duties and responsibilities may not all be covered in the description, or may change over time at the discretion of Forma. You're encouraged to apply even if your experience doesn't precisely match the job description. Your skills and passion will stand out—and set you apart—especially if your career has taken some extraordinary twists and turns. At Forma, we welcome diverse perspectives, and people who think rigorously / aren't afraid to challenge assumptions. Join us!
Seniority level
Seniority levelExecutive Employment type
Employment typeFull-time Job function
Job functionManagement and Manufacturing IndustriesHuman Resources Services Referrals increase your chances of interviewing at Forma by 2x Get notified about new Head of Revenue Operations jobs in
California, United States . California, United States $350,000 - $450,000 7 months ago Santa Clara, CA $250,000 - $300,000 6 days ago Director of Sales, Sephora & Strategic Retailer AccountsSr. Director, Field Sales - North America Los Angeles Metropolitan Area $180,000 - $200,000 17 hours ago Los Angeles Metropolitan Area 2 weeks ago San Francisco, CA $350,000 - $450,000 7 months ago San Francisco, CA $160,000.00 - $300,000.00 3 weeks ago Director of Sales, Sephora & Strategic Retailer Accounts California, United States $100,000.00 - $175,000.00 1 week ago Los Angeles, CA $202,000.00 - $250,000.00 2 weeks ago California, United States $144,574.00 - $210,855.00 6 days ago San Francisco, CA $190,000.00 - $230,000.00 4 days ago San Jose, CA $220,000.00 - $250,000.00 1 month ago Senior Director, Sales Strategy and Planning California, United States $250,000 - $275,000 6 days ago San Francisco, CA $280,000 - $360,000 6 days ago Los Angeles, CA $300,000 - $330,000 2 weeks ago California, United States $100,000 - $150,000 4 weeks ago Head of Sales (Enterprise & Mid-Market Sales) San Francisco Bay Area $200,000 - $225,000 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Head of Revenue Operations
role at
Forma Continue with Google Continue with Google Join to apply for the
Head of Revenue Operations
role at
Forma About Forma
Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.
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. 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.
Forma’s flexible benefits software helps companies offer competitive benefits packages while reducing costs and inefficiencies, by giving employees more choice and flexibility in how they spend their benefit allowances. The platform also saves HR professionals countless hours managing and supporting various point solutions.
Using Forma, companies can select from a suite of products that include Lifestyle Spending Accounts, Health Spending Accounts, Health Reimbursement Arrangements, Flexible Spending Accounts, and more to design and deliver customized benefits programs–all through a single platform. Employees then have three choices to spend account funds: The Forma Store with discounted products and services, The Forma Visa Card, or claim reimbursement backed by Forma’s world-class member support team.
Forma has helped hundreds of the world’s most admired companies, including Stripe, Zoom, Lululemon, and Affirm, design and support flexible, inclusive benefits programs for nearly a million employees. And, we are seeing great success with 98% customer retention, 75 NPS, and 98 CSAT ratings from members.
Forma is backed by Emergence Capital and Ribbit Capital and has received numerous awards for its exponential growth, its software innovation, and as a “Great Place to Work.”
About The Role
Forma is looking for a Head of Revenue Operations to continue building and running our best-in-class RevOps function. Reporting directly to the CRO, the Head of Revenue Operations will own all go-to-market operations and partner closely with senior leaders on crafting and bringing strategies to life. You will lead a team of four high-impact RevOps pros (Strategy & Ops Lead, Deal Desk Manager, Enablement Manager, and Salesforce & Systems Admin Lead) as they execute on high-visibility initiatives and processes — including forecasting, annual planning, sales efficiency & enablement, funnel insights, pricing & packaging, Deal Desk, and more.
The Head of Revenue Operations will collaborate with Sales, Marketing, CX, Product, and Finance leadership and teams to unlock incremental revenue growth, creating measurable results each step of the way. You and the team will design, build, and maintain the strategy, infrastructure, and processes to name, cover, and win our market — lighting the way to GTM team efficiency and overall plan achievement.
The ideal candidate has led RevOps teams before, cares deeply about their people, and understands how Enterprise SaaS organizations use RevOps best practices to accelerate growth.
What You’ll Do
This is a player/coach role, both managing the team to provide maximum impact while also engaging in deep execution and building work yourself.
Areas of RevOps coverage — some owned directly by the Head of Revenue Operations, and some by the team — include:
Process, enablement, and support
Oversee and contribute to Enablement function — creating, delivering, and enforcing enablement programs for new initiatives Support day-to-day operations of the sales org, responding to questions and triaging/prioritizing ad-hoc requests Empower leaders, teams, and reps to self-serve into solutions
Revenue acceleration initiatives
Partner with GTM leadership team to identify and launch net-new strategic initiatives each quarter in areas such as: territory quality, partnerships strategy, pipeline quality, customer journey evolution Own and evolve the RevOps initiative roadmap — committing to execution on high-impact projects that move the needle on revenue growth
Forecasting and annual GTM planning
Owner of forecasting accuracy and operational rhythm End-to-end owner GTM planning process across target setting, coverage model, team design, quota modeling and incentive plans, etc.
GTM infrastructure and commissions administration
Accountable for quality and scalability of Salesforce data architecture and revenue reporting Own monthly/quarterly commissions administration for our Sales team Identify systems opportunities, propose new processes and capabilities
Customer lifecycle and Deal Desk
Support Deal Desk team in day-to-day operations, with a focus on increasing efficiency through standardization and automation
Business and market intelligence and insights
Ideate and evaluate hypotheses for improving outcomes across our revenue funnel Continually demystify our prospect to customer journey — turning data-based insights into actionable learnings
Who You Are
A strong background in Enterprise SaaS RevOps with 7+ years of experience 3+ years of people management experience Builder with a bias towards action and a results-oriented mindset — you build great programs and are known for measurable impact Experienced with sales and marketing functions in high-growth startups, and in teaming effectively with multiple revenue functions — you know the standard playbooks but build for situational impact First class problem-solver — can quickly translate ambiguity into insight and actionable recommendations; you come to the table with a strong point of view, but are willing to be proven wrong Excellent people manager — you take the time to listen & learn, and are known for your ability to coach, mentor, and grow your team You have empathy for reps and are invested in their success at each stage of the sales cycle Top-tier analytics skills: understand the importance of data and acumen and have the chops to run your own analyses, including building complex models Excellent communicator: crafting clear, concise, effective and well-supported recommendations in meetings, presentations, and emails — to provide clarity and drive decisions with executives, managers, and teams Proficient across the Salesforce, forecasting tools, workflow infrastructure; you understand SFDC admin capabilities (validation rules, flows, etc.) — and can help guide the team and build yourself when needed Excellent collaborator and humble expert
Benefits And Perks
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
At Forma, we value diversity, and always treat all employees and job applicants based on merit, qualifications, competence, and talent. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Duties and responsibilities may not all be covered in the description, or may change over time at the discretion of Forma. You're encouraged to apply even if your experience doesn't precisely match the job description. Your skills and passion will stand out—and set you apart—especially if your career has taken some extraordinary twists and turns. At Forma, we welcome diverse perspectives, and people who think rigorously / aren't afraid to challenge assumptions. Join us!
Seniority level
Seniority levelExecutive Employment type
Employment typeFull-time Job function
Job functionManagement and Manufacturing IndustriesHuman Resources Services Referrals increase your chances of interviewing at Forma by 2x Get notified about new Head of Revenue Operations jobs in
California, United States . California, United States $350,000 - $450,000 7 months ago Santa Clara, CA $250,000 - $300,000 6 days ago Director of Sales, Sephora & Strategic Retailer AccountsSr. Director, Field Sales - North America Los Angeles Metropolitan Area $180,000 - $200,000 17 hours ago Los Angeles Metropolitan Area 2 weeks ago San Francisco, CA $350,000 - $450,000 7 months ago San Francisco, CA $160,000.00 - $300,000.00 3 weeks ago Director of Sales, Sephora & Strategic Retailer Accounts California, United States $100,000.00 - $175,000.00 1 week ago Los Angeles, CA $202,000.00 - $250,000.00 2 weeks ago California, United States $144,574.00 - $210,855.00 6 days ago San Francisco, CA $190,000.00 - $230,000.00 4 days ago San Jose, CA $220,000.00 - $250,000.00 1 month ago Senior Director, Sales Strategy and Planning California, United States $250,000 - $275,000 6 days ago San Francisco, CA $280,000 - $360,000 6 days ago Los Angeles, CA $300,000 - $330,000 2 weeks ago California, United States $100,000 - $150,000 4 weeks ago Head of Sales (Enterprise & Mid-Market Sales) San Francisco Bay Area $200,000 - $225,000 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr