Customer Success • Entry-Level

Who you are

You are someone who is eager to start your career in customer success, with a strong desire to help clients maximize the value of their employee benefits. You possess excellent communication skills and are comfortable engaging with diverse clients to understand their needs and challenges. You are adaptable and open to learning, ready to embrace the dynamic nature of the role as you support clients in navigating the Forma platform. You thrive in a collaborative environment and are excited about the opportunity to contribute to a company that values innovative solutions in employee benefits.

Desirable

Experience in customer service or a related field is a plus, but not required. A background in HR or employee benefits can also be beneficial as you engage with clients to enhance their understanding of the platform. You are passionate about helping others and have a keen interest in technology and how it can improve workplace experiences.

What you'll do

As a Customer Success Associate at Forma, you will play a crucial role in ensuring that clients are satisfied with their employee benefits solutions. You will engage with clients to understand their needs and provide guidance on how to effectively utilize the Forma platform. Your responsibilities will include onboarding new clients, conducting training sessions, and offering ongoing support to ensure they achieve their desired outcomes. You will collaborate with various teams within Forma to address client inquiries and resolve any issues that may arise. Your role will also involve gathering feedback from clients to help shape future product enhancements and improve overall customer satisfaction.

What we offer

Forma offers a supportive and inclusive work environment where you can grow your skills and advance your career in customer success. You will have the opportunity to work with a talented team dedicated to transforming the employee benefits landscape. We provide comprehensive training and resources to help you succeed in your role. Additionally, you will be part of a company that values innovation and is committed to making a positive impact on the workplace experience for employees across various organizations. Join us and be part of a mission-driven team that is changing the way companies approach employee benefits.