Customer Operations Specialist

Forma

Customer Operations Specialist managing the operational lifecycle of Forma's employee benefits products. Collaborating with cross-functional teams to improve efficiency and customer satisfaction.

Posted 6/29/2026full-timeRemote • 🇹🇼 TaiwanMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Serve as a Forma product expert to quickly resolve customer concerns and provide tailored recommendations, including identifying underlying issues in account setup or the product.
Own daily operational tasks, including account configuration, program policy updates, and customer onboarding or expansion support.
Continuous improvement: Identify, implement, and optimize processes for maximum efficiency and quality.
Translate customer feedback into actionable product roadmap recommendations through collaboration with product and engineering teams.
Track, analyze, and report on operational performance metrics.

Requirements

What you’ll need

Bachelor's degree or equivalent work experience preferred.
Excellent written and verbal English communication skills.
Experience in a fast-paced tech startup and fully remote work environment is preferred.
Experience in employee benefits is a strong plus.
Proven ability to build new processes and deliver end-to-end projects with minimal supervision.
Strong independent and data-driven thinking, with the ability to break down ambiguous goals and analyze operational metrics.
Flexibility to coordinate with global teams, and occasional peak-period monitoring.

Benefits

Comp & perks

Remote-first working environment
MacBook
$100 USD/mo - BeWell funds
$300 USD - One time subsidy to build your home office
$2000 USD/year - BeHealthy funds

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Account ConfigurationProgram Policy UpdatesCustomer OnboardingProject ManagementOperational Analysis

Soft Skills

Excellent Communication SkillsIndependent ThinkingFlexibilityCollaboration

Certifications

Bachelor's Degree