About Forma.ai:

Forma.ai is a Series B startup that's revolutionizing how sales compensation is designed, managed and optimized. We handle billions in annual managed commissions for market leaders like Edmentum, Stryker, and Autodesk.

Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy.

We’re welcoming equally driven individuals who are excited about creating something big!

About the team:

The Customer Operations team is at the heart of Forma.ai's mission. This team has a direct impact on the growth of Forma.ai. They are results-driven and solutions-minded.

The Customer Operations team work closely with our customers, helping them to understand and take advantage of all the features Forma.ai offers and ensuring that they get the most value from the platform.

What you'll be doing:

Reporting to the Senior Manager of Customer Operations, the Customer Operations Associate will be contributing in the following areas:

Own the ongoing operations for a portfolio of customers (i.e., rule building, process execution, reporting and dashboarding, and product support)
Create automated reporting (financial, sales performance, incentive compensation) for customers to support process automation and improve business visibility
Support design projects including analysis, financial modelling, project planning, customer workshops, and presentation/recommendation of findings
Implement new Forma.ai platform features within your customer portfolio to support continuous improvement and automation
Build strong working relationships with key customer stakeholders, ensuring our clients realize Forma.ai's full value
Work with Forma.ai’s Product team to articulate customer feedback and support the development of new product features
Work with Forma.ai's Engineering team to implement new platform features within your customer portfolio to support continuous improvement and automation

What we're looking for:

3+ years of experience in tech implementation, management consulting, or similar quantitative focused role
Experience in working with large datasets
Understanding of logical structures of databases and workflows
Understanding of data architecture and process flows
Analytical problem-solving ability, organizational, and project management skills
Ability to take ownership and run projects in a fast-paced and evolving environment
Understanding of common analytical and presentation tools (i.e., Excel, PowerPoint)

What you can expect from us:

Meaningful compensation. In addition to your base salary, you’ll join our employee stock ownership plan to further recognize your contributions to Forma.ai’s success
Healthcare coverage. We have a full benefits package that includes medical, dental, vision, disability and life insurance, and a paid parental leave program
Learning and development. Access the resources you want to help you grow in your role by utilizing our $750 yearly training stipend
Growth. You’ll have a huge opportunity to build a career for yourself and gain the type of experience you’re looking for – whether that’s as an individual contributor or as a people leader

Our values:

Work well, together. We’re real. We have kids and pets. Mortgages and student loans. We’re in this together, so no matter how brilliant any one of us is, we always play nice with one another – no exceptions.
Be precise. Be relentless. We believe complacency breeds failure, so we set new goals as quickly as we achieve them. We persist in the face of adversity, learn from our mistakes, and push each other to continuously improve. The status-quo is kryptonite.
Love our tech. Love our customers. Our platform solves a very complex problem in a currently underserved market. While everyone at Forma isn’t customer-facing, we’re all customer-focused. Maybe even slightly customer-obsessed.

Our commitment to you:

At Forma.ai, we’re diverse by design. We’re committed to having a workforce that reflects the communities in which we live and work. We also aim to have a barrier-free recruitment and selection process. We’ll work with applicants requesting accommodation at any stage of the hiring process.

We know that applying to a new role takes a lot of effort. You're encouraged to apply even if your experience doesn't precisely match the job description. There are many paths to a successful career and we’re looking forward to reading yours.

Please note all interviews are currently being conducted virtually.

We thank all applicants for their interest.

Customer Operations Associate

Offer summary

Qualifications:

Key responsabilities:

Job description

Your missions

Required profile

Experience

Hard Skills

Soft Skills

Find other similar jobs