Customer Success Manager

Forma

United States
Not specified; not specified; medical, dental, vis...
Remote
2-5 years customer success experience
Manage portfolio of 30+ accounts
Drive product adoption and satisfaction
Forma is seeking a Customer Success Manager to oversee a portfolio of 30+ commercial and enterprise accounts, fostering relationships and ensuring client satisfaction with their flexible benefits software. The role emphasizes collaboration with internal teams and proactive customer engagement to enhance product adoption and drive client success

Job Summary

  • Forma is a flexible benefits software company helping companies reduce costs and inefficiencies by giving employees more choice.
  • The Customer Success Manager will manage a portfolio of 30+ commercial and enterprise accounts to ensure their success and satisfaction.
  • The role offers a remote-first working environment with comprehensive benefits including medical, dental, vision, and 12 weeks parental leave.

Matching Summary

Match Score: 85

Forma is seeking a Customer Success Manager to oversee a portfolio of 30+ commercial and enterprise accounts, fostering relationships and ensuring client satisfaction with their flexible benefits software. The role emphasizes collaboration with internal teams and proactive customer engagement to enhance product adoption and drive client success.

Salary

Not specified; Not specified; Medical, dental, vision, wellness program, home productivity program, 401(k), flexible PTO, parental leave

Skills & Requirements

Must-have

  • 2-5 years customer success experience
  • Manage portfolio of 30+ accounts
  • Drive product adoption and satisfaction
  • Conduct regular business reviews
  • Collaborate with support and operations teams

Nice-to-have

  • Strong interpersonal and communication skills
  • Proactive problem-solving approach
  • Familiarity with Salesforce or CS tools
  • Passion for exceptional customer experiences
  • Ability to handle challenging situations

Key Requirements

  • 2-5 years experience in customer success or account management
  • Experience managing multiple accounts simultaneously
  • Strong time management and organizational skills

Work Rights

Not specified

Tailored Resume

Cover Letter