---
title: 'Customer Implementation Manager at Forma'
canonical: 'https://feeny.ai/job/customer-implementation-manager-forma-united-states-yndfejbxt17g'
type: 'job'
last_seen: '2026-09-17'
---

# Customer Implementation Manager at Forma

- **Company:** Forma
- **Location:** United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-09-16
- **Last confirmed live:** 2026-09-17
- **Apply:** https://jobs.ashbyhq.com/forma/df918cdc-e21e-43c1-ac71-121366402bd1

## Job description

## About Forma

The employee benefits landscape needs a reset. Companies invest millions annually in benefits that employees neither value nor use regularly. Forma, founded in 2017, set out to challenge this one-size-fits-all approach. Forma's global lifestyle benefits platform enables companies to offer competitive packages while reducing costs and inefficiencies. While giving employees more choice and flexibility in spending their benefit allowances, the Forma platform saves HR, total rewards, and benefits professionals countless hours they would have spent managing and supporting multiple point solutions. With Forma, companies can choose from a suite of products, including Lifestyle Spending Accounts, Health Savings Accounts, Health Reimbursement Arrangements, Flexible Spending Accounts, and more. These products allow companies to design and deliver customized benefits programs through a single platform. Employees can then spend account funds in three ways: The Forma Store, The Forma Visa Card, or claim reimbursement. Forma has helped hundreds of renowned companies, including Stripe, UKG, lululemon, and Tripadvisor, to design equitable, scalable, and flexible benefits programs for nearly 1 million employees worldwide. Forma is backed by Emergence Capital and Ribbit Capital. We have received numerous awards for our exponential growth, innovation, and as a "Great Place to Work."

## About the Role

The Forma Customer Implementation Team exists to build strong, long-term relationships with our clients through a successful new client Implementation. As the first impression of client service, this team sets the tone for the future of the relationship. As a Customer Implementation Manager, you will work with clients on sophisticated Implementation processes to help them get the most out of Forma. You will ensure a seamless client transition onto Forma and will have the opportunity to closely partner with almost every internal team in the process. You Will

- Own and lead end-to-end implementation of Forma for new customers, guiding them from post-sales onboarding through successful program launch, including upsell and expansion initiatives for existing clients.
- Act as the primary liaison between customers and internal teams, collaborating closely with key stakeholders in HR Benefits, Payroll, HRIS, IT, and Finance to ensure a seamless and effective implementation experience.
- Conduct thorough needs assessments to define the scope of implementation projects, translating business requirements into clear, actionable project specifications.
- Develop, manage, and maintain detailed project plans, including timelines, milestones, agendas, and client-facing training materials, ensuring alignment across all stakeholders.
- Track project progress and deliverables throughout the implementation lifecycle, proactively identifying risks and managing deviations to keep initiatives on schedule and within scope.
- Serve as the voice of the customer within Forma, advocating for client needs and feedback while ensuring cross-functional alignment with Product, Engineering, Support, and Customer Success teams.

## Preferred Skills

- 2-5 years experience in project management, customer success or related role
- Strong project management skills, the ability to manage multiple tasks and responsibilities, and experience working under time constraints is a must
- Demonstrated ability to manage projects from end to end
- Ability to communicate and work across client organizations
- Solutions-oriented team player who takes initiative and is accountable for results
- Attention to detail and the ability to analyze and problem solve

## Benefits and Perks

- Remote-first working environment
- Medical, dental and vision insurance plans
- Employee wellness program
- Home Productivity program
- Team building program
- 401(k) savings plan
- Flexible PTO policy
- 12 weeks Parental Leave + 4 additional weeks for the Birthing Parent

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!

## About Forma

## Company Overview
- **One-liner**: Forma provides a flexible benefits platform that enables employers to design and scale customizable spending accounts, allowing employees to choose benefits that matter most to them.
- **Entity Type**: Private (Series B)
- **Headquarters**: San Francisco, California, United States
- **Founded**: 2017
- **Founders**: Jason Fan

## Core Business
- Primary industry: Human Resources Services / Employee Benefits Technology
- Target customers: B2B, focusing on HR and Benefits Professionals at mid-to-large enterprises
- Mission or purpose statement: To help companies provide flexible benefits to employees to support the life moments that matter most.

## Products & Services
- **Life Benefits Platform**: A unified platform for designing and managing flexible, global benefits programs. It includes customizable Lifestyle Spending Accounts (LSAs), pre-tax accounts (FSA, HSA, HRA), and a marketplace for employees to shop.
- **Forma Store**: A curated marketplace where employees can spend their benefit funds.
- **Forma Card**: A physical or virtual card for employees to use for eligible expenses, providing convenience with no out-of-pocket costs.
- **Claims Administration**: World-class claims processing, member support, vendor management, and compliance.
- **Dashboard & Reporting**: Analytics and benchmarking tools for employers to track budget, usage, and claims approvals.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed.
- **Key Metric**: Total Funding of $57.6M.
- **Notable Investors/Partners**: Ribbit Capital (led Series B), Emergence Capital (led Series A), Stripe (led Seed round), AngelPad (led Pre-Seed).
- **Growth Signals**: Named to the Forbes 2026 list of America's Best Startup Employers. Launched a 2026 global lifestyle benefits benchmark report based on data from 300 employers and nearly 1 million employees across 110+ countries. 5-year, aggregate member satisfaction score of 87% and annual utilization of 98%.

## Competitive Advantages
- **Flexibility & Choice**: Differentiates by offering highly customizable, employee-choice-driven benefits over rigid, one-size-fits-all programs.
- **Unified Platform**: Combines pre and post-tax spending accounts (LSA, FSA, HSA, HRA) into a single, consumer-grade experience.
- **Global Reach**: Supports benefits programs across 110+ countries, making it easy for international companies to manage benefits.
- **High Member Satisfaction**: Proven track record with an 87% member satisfaction score and 98% annual fund utilization.

## Strategic Focus
- **Product Expansion**: Continuing to develop and refine the flexible benefits suite, including new account types and integrations.
- **Market Leadership**: Capitalizing on the growing trend of personalized, flexible employee benefits to capture more enterprise clients.
- **Data & Insights**: Using its platform data to publish benchmark reports and provide analytics that help clients optimize their programs.

## Why Work Here
- **Culture**: Recognized by Forbes as one of America's Best Startup Employers (2026). Core values include "We never settle," "We raise each other's bar," "We've got you," and "We own our work."
- **Remote Friendly**: The company is and always will be remote-friendly, offering flexibility to work from wherever life takes you.
- **Benefits**: Offers 12 weeks of paid parental leave for all new parents (plus 4 weeks for birthing parents), flexible PTO, medical/dental/vision insurance, a lifestyle stipend, a productivity stipend (for home office/internet), and a team building stipend.
- **Growth**: Transparent career paths and internal mobility opportunities.
- **Engineering Culture**: Emphasizes ownership, challenging ideas, and mutual support. Head of Engineering is Joe McCabe.

## Sources
1. [joinforma.com](https://www.joinforma.com/)
2. [joinforma.com - Careers](https://www.joinforma.com/about-us/careers)
3. [joinforma.com - Our Story](https://www.joinforma.com/about-us/our-story)
4. [joinforma.com - Forbes 2026 List](https://www.joinforma.com/resources/forbes-2026-americas-best-startup-employers)
5. [linkedin.com - Forma](https://www.linkedin.com/company/joinforma)

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