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Forma

USA

Posted on: 26 July 2023

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Lead Product Designer

About Forma 

The market for employee benefits is broken. Companies spend millions annually on employee benefits that employees neither value nor regularly use. Founded in 2017, Forma set out to build a better model by challenging traditional one-size-fits-all approaches.

Forma’s flexible benefits software helps companies offer competitive benefits packages while reducing costs and inefficiencies, by giving employees more choice and flexibility in how they spend their benefit allowances. The platform also saves HR professionals countless hours managing and supporting various point solutions.

Using Forma, companies can select from a suite of products that include Lifestyle Spending Accounts, Health Spending Accounts, Health Reimbursement Arrangements, Flexible Spending Accounts, and more to design and deliver customized benefits programs–all through a single platform. Employees then have three choices to spend account funds: The Forma Store with discounted products and services, The Forma Visa Card, or claim reimbursement backed by Forma’s world-class member support team.

Forma has helped hundreds of the world’s most admired companies, including Stripe, Zoom, Lululemon, and Affirm, design and support flexible, inclusive benefits programs for nearly a million employees. And, we are seeing great success with 98% customer retention, 75 NPS, and 98 CSAT ratings from members.

Forma is backed by Emergence Capital and Ribbit Capital and has received numerous awards for its exponential growth, its software innovation, and as a “Great Place to Work.” 

About the Role

You'll join a tight-knit, collaborative design team that cares deeply about creating delightful and intuitive life benefits experiences for our customers and members. You'll help bring hundreds of thousands of our customers peace of mind and joy by helping them to navigate the complex benefits industry, financial planning, employee retention and ultimately providing the right choice of life benefits for their employees. 

You will be a great fit at Forma if you get excited by

  • Understanding complex “problems” -> the word “discovery” ->  opening up FigJam immediately

  • Thinking about scalability all the time and connecting the dots

  • Turning the complex benefits space into digestible and approachable concepts

  • Making sense of conceptual models behind existing and emerging technologies

  • Finding the sweet spot between powerfully flexible features and minimal complexity for benefit admins

  • Developing experiences that feel personal, intuitive, and caring

  • Obsessing over small details and every experience we deliver

  • Planning and discussing an executable strategy that matches company goals

  • Collaboratively planning/designing a roadmap that will help our commercial, and enterprise customers

You Will 
  • Collaborate with partners across product and engineering to define, build, and release new products and features

  • Construct user flows, wireframes, and prototypes that effectively communicate design concepts for validation

  • Develop and deliver well-documented, high-fidelity visuals that accurately represent Forma’s brand and design system standards

  • Participate in and/or lead user interviews and research to better understand customer needs

  • Contribute strategic thinking to product features and roadmap

  • Mentor and guide team members, helping them develop and grow

  • Contribute to and positively shape the design team’s culture through collaboration, feedback, and process iteration

  • In this role, you’ll help shape Forma’s product, working with team members across content strategy, design research, engineering, product, and customer service

  • You'll embed in a product team and focus on designing features and experiences for a strategic pillar of our product

  • As a design lead, you'll strive to understand our customers’ challenges and craft flows that help people move through our products with confidence

Preferred Skills
  • 6 years of minimum experience designing digital products and systems. You have a breadth of knowledge of what goes into product design, from systems to visuals

  • Proven track record of pushing ambitious products that met the organization's goals and timelines.

  • Great communication skills. You present design decisions and processes clearly and confidently, regardless of the audience

  • A collaborative approach. You’re a great partner to other designers and your cross-functional teammates

  • A growth-mindset. You’re open and receptive to feedback, and can adapt quickly in a fast-paced environment

  • A sense of humor. We spend a lot of time together—sharing gifs and laughing over our remote meetings keeps us energized and inspired throughout the day

  • Having financial, benefits, or SaaS related experience is a plus 

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!

Tags

saas
research
content strategy
design research
user flows
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