Forma is hiring a
Marketing Operations and Analytics Manager

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.”

You will be Forma’s first marketing operations and analytics subject matter expert. We are looking for a marketing operations champion with an excellent understanding of marketing technologies needed to support the business and marketing analytics and data strategies. We are looking for someone who can offer strategic partnership but also lend tactical support to the rest of marketing, enabling them with the insights necessary to drive effective go-to-market outcomes. This person will be closely collaborating with leaders in Revenue Operations, Field and Growth Marketing to execute a unified operational vision.

• Manage, maintain and continually evolve our lead scoring, MQL processes, lead to revenue process, and operational fundamentals

• Maintaining data integrity and data governance through operational programs and automated processes

• Creating, configuring, and maintaining programs and channels to support marketing efforts

• Management of database segmentation for marketing campaigns, personalization, and reporting

• Setting up, testing, and maintaining our third-party marketing integrations, including troubleshooting any sync or data errors

• Creating, updating, and optimizing marketing assets on the website and landing pages to support conversion optimization

• Reporting to leadership on performance and leveraging insights to inform future strategies

• Creating and updating documentation for all core Marketing Automation & Operations initiatives for internal enablement

• 5+ years of marketing operations and analytics experience in B2B SaaS

• 3+ years of HubSpot marketing hub experience, deep understanding and application of hubspot-specific functionality

• Demonstrated success in owning, optimizing, and scaling the marketing technologies including Salesforce (admin level), 6sense, Drift, ZoomInfo, LeanData, RingLead, Google Analytics, and other technologies to advance the business.

• Deep understanding of enterprise sales, the sales process, sales cycles and buying behavior, plus strong knowledge of markets, trends, industries etc.

• Comprehensive experience setting up and/or managing marketing operations initiatives including; lead scoring, HubSpot integration, data Standardizations etc.

• Strong analytical and problem-solving skills - along with strong interpersonal, organizational and stakeholder management skills and ability to understand and interpret data and present findings to general Marketing and Sales audiences.

• Strong project management skills, including production schedules, stakeholder coordination, vendor oversights.

• Proven ability to work independently, and operate in a fast-paced environment, managing multiple projects simultaneously and prioritizing time and resources based on business impact.

• Startup or entrepreneurial spirit with the willingness to jump in and get your hands dirty

• HTML, SQL experience preferred, but not required.

• Remote-first working environment

• MacBook

• $200 USD/mo - BeWell funds

• $100 USD/mo - BeProductive funds

• $30 USD/mo - BeConnected funds

• $300 USD - One time subsidy to build your home office

• $1000 USD/year - Health Examination

   

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!