Associate Partnership Manager

Summary

Join Forma as an Associate Partnership Manager and play a vital role in our sales team, focusing on outbound prospecting with top brokers. You will be the bridge between Forma and these brokers, driving engagement, identifying growth opportunities, and fostering strong partnerships. This role requires strategic thinking, relationship-building, and hands-on execution. You will develop new skills, contribute to a fast-paced tech startup's growth, and advance your sales career. The position involves various responsibilities, including broker outreach, presentations, gap analysis, network development, educational events, market research, performance tracking, product expertise, and CRM management. Forma offers a remote-first work environment and a comprehensive benefits package.

Responsibilities

• Drive engagement with individual brokers at leading brokerage firms aligned with territory maps
• Utilize top-of-funnel outreach methods, including emails, phone calls, and LinkedIn to establish initial contact and generate leads
• Deliver compelling presentations to brokers, showcasing our company’s vision, product offerings, and value proposition to create trust and credibility
• Analyze the current broker landscape to identify gaps and opportunities
• Develop and implement strategies to address these gaps through targeted outreach and in-person events
• Build and maintain a robust network of brokers, fostering strong relationships and facilitating long-term partnerships
• Work with the marketing team to create promotional resources
• Organize and conduct educational meetings, such as lunch-and-learns, to provide valuable insights and training to brokers
• Collaborate with Account Executives (AEs) to deliver content and enhance networking opportunities
• Stay informed about industry trends, market conditions, and competitor activities to effectively position our solution and identify new opportunities
• Meet or exceed key performance indicators (KPIs) related to lead generation, and sales meetings scheduled
• Learn and maintain in-depth knowledge of our product, services, industry trends, and competition
• Track and manage interactions in our Customer Relationship management (CRM) system
• Ensure accurate and up-to-date information on lead status and follow-up activities
• Travel to brokerage firms and industry events as required to conduct training sessions, build relationships, and support business development efforts. (10-20%)

Preferred Qualifications

• Demonstrated curiosity, self-motivation, and a hunger for personal growth
• Ability to leverage business acumen to articulate value proposition to prospective brokers
• Eagerness to contribute to a collaborative team environment
• Optimistic and resilient attitude, prepared to weather the ebbs and flows of a sales role
• Flexibility & adaptability in a rapidly changing environment
• Strong verbal and written communication skills, including excellent presentation skills to effectively engage diverse audiences
• Passion for technology and a high level of integrity
• Exceptional time management and organizational skills to prioritize multiple tasks simultaneously
• 1-2 years of sales experience
• Experience in Salesforce or related CRM
• Bachelor’s degree

Benefits

• 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