Formations is a financial management solution for full-time self-employed who want to enjoy the benefits of full-time employees without becoming one.

Finance

Formations

Formations' headquarters in Bellevue, WA, United States

Shahar Plinner

Kristen Griffith

Uri Bar-Joseph

The Customer Success Team at Formations is dedicated to ensuring that clients receive optimal value from the financial management solutions offered. They focus on onboarding new clients, providing ongoing support, and fostering strong relationships to enhance user satisfaction and retention. Through personalized guidance and proactive communication, the team aims to empower self-employed individuals to effectively navigate their financial journeys.

Customer Success Team

The Leadership Team at Formations oversees the strategic direction and operational efficiency of the company, driving innovation and growth in financial management solutions for full-time self-employed individuals. This collaborative group, consisting of experienced co-founders, works to align company objectives with market needs, ensuring that the services provided empower their clients to manage their finances effectively while enjoying the benefits typically reserved for full-time employees.

Leadership Team

The Accounting and Finance team at Formations is responsible for managing the company's financial health and ensuring compliance with tax regulations. They provide expert guidance on financial strategies, prepare and analyze financial statements, and offer tax planning services tailored for full-time self-employed individuals. By leveraging their extensive knowledge, this team helps clients navigate the complexities of financial management while maximizing their benefits.

Accounting and Finance

The Sales Team at Formations is responsible for driving revenue growth by engaging potential clients and showcasing the benefits of our financial management solutions. They cultivate relationships with self-employed professionals, addressing their unique needs, and guiding them through the sales process to ensure a seamless onboarding experience. This team works collaboratively to meet sales targets and enhance customer satisfaction, ultimately helping clients enjoy the advantages of full-time employment without the associated commitment.

Sales Team

The Operations Team at Formations ensures the seamless delivery of financial management services, optimizing internal processes and enhancing client experiences. Led by the Director of Operations, team members focus on configuring systems and managing service logistics to support self-employed individuals with efficient and user-friendly solutions. They play a crucial role in aligning operations with company goals and maintaining high service standards.

Operations Team

The Software Development Team at Formations is responsible for designing, developing, and maintaining the financial management platform tailored for full-time self-employed individuals. This team collaborates to create user-friendly features, ensure software quality through rigorous testing, and implement scalable solutions that enhance the overall user experience. With a mix of senior and staff engineers, they are dedicated to delivering innovative and reliable technology that empowers self-employed professionals.

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Formations

Org chart

Teams

Customer Success Team

Leadership Team

Accounting and Finance

Sales Team

Operations Team

Software Development Team

Offices

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Formations

Org chart

Teams

Customer Success Team

Leadership Team

Accounting and Finance

Sales Team

Operations Team

Software Development Team

Offices

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