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Forma

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

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer account management and operational efficiency, with a focus on process optimization and data-driven decision-making. Capable of translating customer insights into actionable product improvements while collaborating effectively with cross-functional teams.

Highest-signal resume keywords
Customer Account ManagementProcess OptimizationData-Driven Decision-MakingOperational Performance MetricsEmployee Benefits Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Account ConfigurationProgram Policy UpdatesCustomer OnboardingProject ManagementOperational Analysis
Soft Skills
Excellent Communication SkillsIndependent ThinkingFlexibilityCollaboration
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Tech StartupRemote WorkEmployee Benefits

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