Forme Financial is hiring a
Chief Growth Officer

Forme Financial is disrupting wealth management through a platform verticalized for physicians. We take accountability for better financial outcomes - something totally lacking in the industry. Instead of managing physician wealth, we accelerate it. 📈

We exist to liberate physicians 🩺 - from residency through to retirement - from financial stress so they can focus on what they do best. Our ambition is to deliver unique and first-in-kind financial products, highly personalized around physician needs and delivered in a comprehensive, coordinated and automated way.  We are well on our way to achieving this ambition, having launched a beta version of the offering in May, and now with nearly 100 clients and $65M in client assets. The product itself, even at beta, is delivering a stunning increase in physician financial outcomes. 

Forme is backed from the beginning by Juxtapose, a unique VC that has successfully launched businesses across healthcare and technology, including Care/of, Tend, and Orchard.  🙌

The Chief Growth Officer is obsessed with building a world-class growth function, enabling the business to scale and our physician clients to achieve transformatively superior outcomes.

In this role, you will stand up our acquisition engine, building on our early in-market learnings. You will lead our high-performing business development and marketing teams. Your organization will be responsible for generating demand for our products & services, closing deals, and optimizing the customer-acquisition process using full-funnel analytics. 

You will report to the CEO and work closely with a strong and experienced leadership team to deliver against our revenue goals.

• Lead the development and execution of our go-to-market strategy

• Own client, asset, and growth targets; building and leading a cross-functional team to achieve those targets

• Drive a sophisticated “full-funnel” approach to growth, which includes, but is not limited to:

  • Persona identification and targeting - we are building the largest and most comprehensive database of all physicians in the US (third party and first party) and with the possibility of segmenting our focus by stage, practice settings, employment type, and specialty 

  • Lead generation - generate leads through a robust range of online and offline channels including professional association events, performance marketing, partnership, content marketing

  • Lead nurturing - moving priority leads through a sales process to close, also through online and offline techniques

• Generate partnerships with professional associations and B2B relationships to drive growth objectives 

• Develop and continually refine full-funnel analytics and dashboarding that enable performance acceleration using a data-driven decision approach

• A critical member of the leadership team, expected to influence the position direction of the business as a whole 

• A strong leader, with comprehensive and strong capability around: 

  • Direction setting 

  • Drive to performance 

  • Inspiring and catalyzing the organization 

  • Execution 

• A high-performing expert who has deep experience in building, scaling, and leading growth, marketing, and business development teams to rapid revenue growth; specifically: 

  • Build and manage a system that spans the top of the funnel through multiple channels as well as a human close process 

  • Build and manage a modern analytic ecosystem in a complex environment - can ensure the ecosystem is set up to drive decisions on the basis of deep analytics

  • Stay current on sales and marketing technology to enable analytics and optimization 

  • A brand-aware leader who can optimize creative and content as key contributors to driving growth 

• The successful candidate knows what world-class looks like and can build it; they can: 

  • Effectively learn about the vertical we are serving 

  • Evidence impact in a highly considered purchase environment with a multi-week lead-to-close cycle 

• You have experience working with, and are drawn to, an early-stage company where much remains to be learned and built, a strong 0 to 1 mentality 

• You are an innate player-coach mindset, with experience attracting and leading a high-performing team but also willing to roll up your sleeves to get things done 

• You are an inspirational and positive people leader who seeks to understand the motivations and aspirations of individuals across the team; tailors leadership style to maximize buy-in from team members 

• You are analytical and numerate - energized by analyzing data to uncover patterns that help contextualize the business performance and uncover signals that lead to process improvement; close collaborator with CEO and finance in defining performance parameters and metrics 

• You are purpose-driven, inspired by pioneering an entirely new category

• You are able to attract, motivate and retain a strong team that can thrive in an early-stage environment

This is a unique opportunity to join a startup with strong traction (substantial funding, tremendous growth, and many happy customers). At the same time, we are still small enough that you can have a meaningful impact and play a massive role in shaping our company culture.

• Employer-sponsored health insurance (medical, dental, vision)

• Free One Medical membership and access to TalkSpace

• Equity compensation

• 401k + 4% match

• Remote working flexibility

• Flexible paid time off