FORM │ Virtual obesity medicine clinic

Account Executive

• Build and maintain strong, long-term relationships with C-suite executives and senior leaders to serve as a trusted advisor while ensuring the needs of the day-to-day contacts are being met.
• Develop and execute multi-year account plans, business plans, and growth initiatives tailored to meet specific client objectives and organizational goals, which may include unique co-creation.
• Identify and pursue new business opportunities within existing accounts (upsell and cross-sell), manage the entire sales lifecycle from opportunity identification through negotiation and deal closure.
• Act as the internal "quarterback" for the account, coordinating with cross-functional teams (e.g., Marketing, Clinical, Operations, Product, Legal) to ensure seamless service delivery and problem resolution.
• Monitor account performance, including P&L, revenue, growth, and retention targets, conducting regular business reviews to ensure value delivery and address performance guarantees.
• Stay informed on market dynamics and emerging trends (e.g., PBM industry, GLP-1 evolution, cardiometabolic developments) to provide proactive, relevant insights and innovative solutions to clients.
• Accurately forecast pipeline and revenue using CRM tools like Salesforce, and complete administrative responsibilities on time.
• Travel as needed (often 30% or more) to client sites, corporate offices, and industry events.

Strategic Account Executive

Manager

• Manage and develop a team of Patient Care Coordinators and Leads
• Ensure high quality interactions for our patients by performing regular quality reviews and coaching based on trends
• Partner with Product and Learning and Development teams to create relevant training material
• Complete performance evaluations and assessments for team members annually
• Assist with training and orienting new staff members
• Manage Medical Assistant tasks such as records review and eligibility determination
• Direct the coordination of patient scheduling and appointment support
• Manage and resolve patient escalations, ensuring effective communication and problem resolution
• Oversee daily operations of the Patient Care Coordination team
• Implement and drive process improvement initiatives to enhance team efficiency and patient satisfaction
• Monitor and analyze key performance indicators (KPIs)

Manager, Patient Care Coordination

Bookkeeper

• Process biweekly/semi-monthly payroll for exempt and non-exempt employees, including clinicians, hourly staff, and corporate team members
• Ensure accurate calculation of wages, overtime, bonuses, deductions, and benefits contributions
• Maintain payroll system data integrity and manage updates for new hires, terminations, promotions, and compensation changes
• Partner with TriNet and Finance on payroll reporting, reconciliations, and compliance support
• Serve as the first point of contact for payroll inquiries, resolving issues promptly and with care
• Support benefits administration, including enrollments, changes, and audits
• Assist with compliance reporting (ACA, workers’ comp, state and federal labor laws)
• Partner cross-functionally with Finance, Legal, and Clinical Operations on workforce data needs
• Streamline and improve payroll and HR operations processes to increase efficiency and scalability
• Support ad hoc administrative projects aligned with the needs of Finance/Accounting leadership
• Stay up to date on federal, state, and local payroll/tax laws, particularly in multi-state healthcare employment
• Ensure compliance with healthcare industry-specific requirements (e.g., credentialing, licensure, and timekeeping standards)
• Support audits and reporting requirements as needed

Payroll & Operations Specialist

Systems Engineer

• Support the provisioning and management of all endpoints, SaaS, and native software for all members of the Form Health workforce, and help the workforce use those tools effectively and safely
• Triage Form’s mission-critical IT HelpDesk queue, both resolving issues on your own and partnering with stakeholders to drive resolution of tickets according to an SLA. You’ll be involved in setting that SLA appropriately.
• Corporate Systems projects to support Form Health’s Security and Compliance postures and workforce productivity

Corporate Systems Engineer

Performance Marketing

• Build out the demand generation function, including tech stack, campaigns, and measurement strategies
• Develop and execute integrated demand generation strategies across LinkedIn Ads, Google Ads, email, and webinars
• Manage and optimize paid media campaigns including targeting, budgets, creative, and performance optimization
• Partner with Sales to ensure lead qualification, routing, and follow-up processes
• Leverage Salesforce and marketing automation to create lead scoring, nurturing, and attribution models
• Design and implement ABM strategies targeting employer groups, health plans, and benefits administrators
• Analyze campaign performance and report on pipeline contribution and revenue attribution
• Collaborate cross-functionally to align demand generation with business objectives and customer insights
• Stay current with healthcare industry trends, competitive landscape, and regulatory considerations
• Manage demand generation budget across channels and vendors, ensuring efficient spend and ROI measurement
• Continuously test and optimize tactics, messaging, and channels to improve conversion and reduce acquisition costs

Demand Generation Manager

Financial Planning and Analysis

• Lead internal “supply and demand” forecasting across our business lines, ensuring alignment between patient demand projections and clinical and operational capacity
• Partner with Clinical Services and Operations leaders to develop and enhance staffing models by department and role
• Translate operating models into financial models that feed into our recurring financial planning and forecasting processes
• Lead strategic projects, including those specifically targeting margin and expense opportunities, to support enterprise objectives
• Execute ad hoc expense reviews in concert with Product as we introduce efficiency tools amongst our workforce and critical components of our care delivery
• Partner with cross-functional stakeholders in developing measurement frameworks to better enable performance monitoring and drive efficiency amongst our operations
• Drive weekly and monthly KPI reporting, including but not limited to provider utilization, capacity, team productivity, and forecasting accuracy
• Deliver regular updates and recommendations to executive stakeholders on workforce trends and performance
• Support monthly financial close and budgeting activities as necessary
• Serve as the finance liaison for Clinical Services & Operations, as well as other critical interfacing departments such as Sales, Client Success, Talent Acquisition, and Provider Operations
• Meet regularly with assigned departments to foster relationships, review outcomes, and problem-solve
• Partner within the Finance department to identify process improvements and opportunities for deeper collaboration
• Support fundraising, M&A, and strategic initiatives as needed

Strategic Account Executive

Manager, Patient Care Coordination

Payroll & Operations Specialist

Corporate Systems Engineer

Demand Generation Manager

Clinical FP&A Lead