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Jason Fan — CEO · Forma · San Francisco Bay Area.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
In 2017, I co-founded Forma with my good friend Max Hsieh, with a simple but bold vision: to revolutionize the employee benefits landscape. Having witnessed firsthand how outdated, one-size-fits-all benefits models failed to meet the diverse needs of modern workforces, I knew there was a better way.
At Forma, we’ve reimagined employee benefits to be as dynamic and adaptable as the people they serve. Today, we’re proud to partner with 500 of the world’s strongest brands, including Microsoft, Salesforce, Honda, lululemon, Tripadvisor, Instacart, Figma, and New Balance, offering a platform that gives employees the flexibility to choose benefits that truly matter to them—whether through our Lifestyle Spending Accounts, or Pre-tax Accounts (HSA, FSA Commuter, HRA, etc).
Our mission is to empower companies to design and deliver benefits programs that enhance employee satisfaction, improve retention, and drive business results. We’ve built a category-defining platform that supports millions of employees across 110+ countries, with a 97% client retention rate, a 75+ NPS, and a 98% CSAT score.
At Forma, we're not just handing out perks—we're providing tools that really matter, supporting our people through all stages of life. The 550+ G2 reviews Forma has received highlight just how diverse those needs are, and it’s amazing to see the real impact we’re making on so many different lives. I’m passionate about building a company that prioritizes innovation, inclusivity, and the well-being of employees.
Reach out to me to join the employee benefits revolution and provide benefits that flex to fit™. See the impact of Forma on employees at https://www.joinforma.com/platform/why-forma
Experience
Founder | CEOCurrent
Forma · San Francisco
Jan 2017 – Present
CEO & Co-Founder | 2017 - Present Driven by the belief that employee benefits should evolve with the modern workforce, I co-founded Forma alongside my good friend, Max Hsieh. Our vision was simple yet ambitious: to revolutionize the way companies offer benefits, making them more flexible, personalized, and meaningful for employees. We've transformed this vision into reality, building Forma into a leading platform that serves 500+ global brands, including Microsoft, Salesforce, Honda, lululemon, Tripadvisor, and Instacart. 2017-2019: Foundation ∙Introduction of Lifestyle Spending Accounts (LSAs): We were the first to bring LSAs to the market, setting a new standard for employee flexibility in benefits. ∙Early Success Metrics: Achieved a 98%+ CSAT score, 70 NPS, and 90% PSAT with clients quickly recognizing the value of our innovative approach. 2020-2021: Scaling ∙Expansion of Offerings: Introduced Pre-tax Accounts, broadening the scope of our platform. ∙Cutting Costs & Simplifying Admin: By consolidating various point solutions into one seamless platform, Forma helped companies reduce administrative burdens and significantly cut costs associated with traditional benefits. ∙Global Reach & Impact: Expanded services to 110+ countries, supporting millions of employees worldwide while maintaining a 97% client retention rate and raising our NPS to 75+. 2022-Present: Leading the Revolution in HR ∙Recognition & Growth: Onboarded several Fortune 500 companies, solidifying our position as a market leader. Achieved industry-leading satisfaction scores with a 98% CSAT. ∙Innovating for the Future: Constantly evolving our product to stay ahead of industry trends, ensuring that our clients can offer the most relevant and impactful benefits to their employees. We’re on a mission to alleviate the pain points of outdated systems and to provide solutions that flex to fit the diverse needs of today’s workforce.
Director, Product Management
Comfylife · San Jose, California
Nov 2015 – Oct 2016
- Led high-functioning team and grew revenue 7x over 12 months, entered a fast growing phase. - Brand development with internal design teams and external agencies. - Own the development of the product strategy and vision supported by internal and external analysis. - Write complete and detail-oriented product requirements documents, ensuring clear communication of those requirements to the overseas suppliers. - Led the exploration of new sales channels including online/retail B2B, and direct B2C.
Education
Skills