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Account Executive, Pre-Tax

Forma · United States

Account Executive, Pre-Tax is open at Forma in United States (remote). The posting gives no salary; similar roles in the United States advertise a median of $169K. Posted on Sep 8, 2026, and still on Forma’s careers page when we last checked, on Nov 14, 2026.

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. This is a high-velocity, quota-carrying role with real ownership: you'll juggle a pipeline of…

The opening lines of the posting. The rest is on Forma’s careers page.

Hiring at Forma

Forma has 3 open roles right now, 3 of them remote. Most are in Finance & Trading, Sales & Business Development and Engineering. See all its roles

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