Remote (Global) Full-time

Forma is hiring a Senior Customer Support Advocate

About the Role

Forma is looking for a Senior Customer Support Advocate to provide high-quality support across multiple channels and represent the voice of the customer within the company. You will play a key role in shaping the member experience and contributing to the product roadmap.

What You'll Do

  • Provide immediate support via live-chat, messaging, email, ticketing, social media, and phones.
  • Leverage internal tools to address user concerns quickly and accurately.
  • Make tailored recommendations for members using deep product knowledge.
  • Represent the voice of the customer to influence the product's future direction.
  • Proactively orchestrate efficient communication across all member touch points.
  • Champion patience and empathy in every user interaction.
  • Collaborate with immediate teams and other business verticals on cross-team projects.
  • Align with results-based performance and understand key performance indicators.
  • Act as an authentic ambassador for Forma in both internal and external communications.
  • Be flexible with schedule changes, including weekend coverage, to support a global customer base.

What We're Looking For

  • Ability to speak English fluently.

Nice to Have

  • 2+ years of experience in omnichannel Product or Customer Support (chat, phone, email).
  • 1+ years of experience at a B2B or B2C SaaS company.
  • Ability to learn quickly, solve problems, and make decisions with minimal supervision.
  • High empathy and a focus on building positive customer experiences.
  • Excellent verbal and written communication skills.
  • Strong presentation and organizational skills.
  • Team-oriented mindset focused on achieving team goals through collaboration.
  • Self-motivated for growth and learning, with the ability to step outside your comfort zone.
  • Adaptability and flexibility to tackle challenges with an open mentality.
  • Patience, empathy, and integrity that align with Forma's core values.
  • Organized and efficient when handling volume-inclined workloads.
  • Experience using Intercom and Zendesk.

Technical Stack

  • Intercom
  • Zendesk

Team & Environment

You will join the Customer Support Team at Forma.

Benefits & Compensation

  • Remote-first working environment.
  • Employee wellness program.
  • Home Productivity program.
  • Team building program.
  • Flexible PTO policy.
  • 12 weeks of Parental Leave, plus an additional 4 weeks for the birthing parent.

Work Mode

This role supports a global customer base.

At Forma, we value diversity and treat all employees and applicants based on merit, qualifications, competence, and talent. We welcome diverse perspectives and people who think rigorously.

Required Skills
IntercomZendeskCustomer SupportGlobal SupportRemote CollaborationCommunicationProblem SolvingScheduling FlexibilityWeekend CoverageCustomer AdvocacySupport Ticketing
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Revenue-sharing compensation
Project choice & autonomy
International client base
Career growth support
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About company
Forma

Forma builds flexible benefits software that 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 company offers a suite of products including Lifestyle Spending Accounts, Health Spending Accounts, and Flexible Spending Accounts through a single platform.

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Posted a month ago