Strategic Account Executive

Form Health is a virtual obesity medicine clinic delivering multi-disciplinary evidence-based obesity treatment through telemedicine. Obesity impacts more than 40% of the US adult population, and although historically only about 1% of patients received medical treatment for their disease, the field of Obesity Medicine is entering a period of rapid growth. Form Health provides high-quality expert care and leverages technology to enhance the patient experience. All Form Health patients work closely with their care team, which includes board certified physicians, advanced practice professionals and Registered Dietitians. Through our proprietary mobile app patients engage in regular video visits, as well as text messaging, photo journaling, digital data transmission, and customized educational materials. We hold ourselves to the highest standards of clinical care, and to treating every individual with empathy and respect. 

Founded in 2019, Form Health is a venture-backed innovative startup with an experienced clinical and leadership team. Our mission is to empower patients and be leaders in Obesity Medicine driving impact at a national scale. We are deeply invested in our core value to put patients first, and also deeply committed to creating a culture where every employee is valued and we learn and improve together.

About the Role

Form Health’s Strategic Account Executive is a senior-level position responsible for driving retention, growth, and satisfaction within a portfolio of high-value client accounts by fostering trust, understanding their needs, and ensuring their positive perception of Form Health’s value. This is a key strategic role, as Form Health has added large, high-profile clients who require white glove support. This position will report to the Chief Commercial Officer with a dotted line to the Vice President, Client Success and collaborates closely with the Sales, Client Success, Marketing, Product, Clinical and Operations teams. This is a fully remote position and can be located anywhere in the U.S.; priority client assignments in CA and TX.

What You Will Do

• Relationship Management: 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.
• Strategic Planning and Execution: 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.
• Business Development & Growth: 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.
• Account "CEO": 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.
• Financial & Performance Management: Monitor account performance, including P&L, revenue, growth, and retention targets, conducting regular business reviews to ensure value delivery and address performance guarantees.
• Industry Expertise & Insights: 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.
• Forecasting & Reporting: Accurately forecast pipeline and revenue using CRM tools like Salesforce, and complete administrative responsibilities on time.
• Travel: Travel as needed (often 30% or more) to client sites, corporate offices, and industry events.

About You

• Experience: Typically 5-10+ years of experience in sales, business development, or strategic account management within the healthcare industry specifically focused on serving self-insured employers; proven history of retention and growth success
• Education: A Bachelor's degree is generally required
• Communication & Presentation Skills: Exceptional verbal, written, and presentation skills to effectively communicate value propositions and instill confidence in senior leaders; the ability to simplify complex messages
• Business Acumen & Analytics: Strong understanding of business planning, financial performance, and the ability to use data analytics to drive decisions and demonstrate ROI
• Strategic Mindset: Proven ability to create a strategic vision, develop comprehensive account plans, and influence stakeholders
• Technical Proficiency: High proficiency with Microsoft Office Suite/Google Suite Tools and CRM software (Salesforce)

More about Form Health’s benefits

• Competitive salary + bonus opportunity based on retention and upsell targets (OTE Target: $190K-$220K+)
• Equity in a high growth startup
• Comprehensive health benefits (medical, dental, vision) starting day 1
• 401k program
• Flexible work schedules and paid time off
• Paid parental leave