Customer Operations Specialist

Summary

Join Forma as a Customer Operations Specialist and be responsible for operational aspects of employer-sponsored accounts, troubleshooting issues, and optimizing workflows.

Requirements

• Bachelor’s degree or equivalent work experience
• Experience in employee benefits is a big plus!
• Excellent verbal and written communication skills, presentation skills, and organizational skills
• Ability to learn quickly, solve problems and make decisions with minimal supervision

Responsibilities

• Providing our customers support via internal tickets
• Leverage your deep understanding of our Internal Support Portal to address our members’ concern quickly and accurately
• Make recommendations for members with your deep knowledge about Forma’s product
• Representing the voice of the customer to help shape the future roadmap of the product
• Managing daily operational works such as order fulfillment, payroll report, and claim review
• Optimizing operational processes and procedures for maximum efficiency while maintaining quality standards
• Assisting with the implementation of new processes and procedures
• Identifying ways to improve customer experiences
• Tracking and reporting on operational performance

Benefits

• Remote-first working environment
• MacBook
• Employee wellness program
• Home Productivity program
• Team building program
• Flexible PTO policy
• $1000 USD/year - Health Examination