# Account Executive, Pre-Tax at Forma

- Company: Forma
- What the company does: Forma is simple, easy to use, and gives employees direct access to all their available benefits options through an intuitive interface. Backed by Emergence Capital.
- Company website: https://joinforma.com
- Type: Startups
- Level: Mid level
- Location: United States
- Work setup: Remote
- Posted: 2026-09-08
- Apply by: 2026-10-23
- Apply: https://jobs.ashbyhq.com/forma/4e68b784-ec67-48ed-bbff-2647379b20eb
- Page: https://www.1752.vc/careers/jobs/forma-account-executive-pre-tax/

## About the role

Forma is looking for a driven Account Executive to own new business growth across our small-to-mid-market pre-tax segment. You'll run a full sales cycle — from prospecting through close — for companies evaluating FSA, HSA, and HRA solutions, while partnering closely with our broker channel and our VP of Strategic Accounts.

## What they're looking for

- 3-5+ years of full-cycle B2B sales experience, hands-on experience selling pre-tax benefits (FSA, HSA, and/or HRA) is required
- A track record of consistently hitting or exceeding quota selling to net-new companies
- Experience with a consultative, solution-based sales approach and managing deals with multiple stakeholders and variable-length cycles
- Comfort operating in an early-stage or high-growth startup environment, with the flexibility to navigate ambiguity and shifting priorities
- Self-motivation and strong organizational skills, with the ability to manage a high-velocity pipeline independently and as part of a team
- A proactive, entrepreneurial approach to problem-solving, paired with high energy and a positive attitude

Tags: Sales