Forma.ai Benefits Overview

Manage customer-facing technology implementation projects from requirements gathering through post-launch delivery. Own project plans, timelines, risks, dependencies, stakeholder communications, and cross-functional coordination with Product, Engineering, and Customer Operations. Lead discovery workshops, data migration and integration efforts, change requests, and process improvements while developing expertise in sales performance management, incentive compensation, data structures, and commission calculations.

Own customer operations for a portfolio, including incentive compensation rule building, process execution, reporting, dashboarding, product support, and platform feature implementation. Build automated financial and sales performance reporting, support analytical design projects and financial modeling, facilitate customer workshops, and present recommendations. Develop strong stakeholder relationships while improving customer process automation, visibility, and platform value.

Lead the design and delivery of enterprise Territory and Quota Management features, including permissions, audit history, approval workflows, and reusable platform capabilities. Make product and technical decisions informed by customer needs, write and review design documentation, guide technical direction, and remain hands-on in building production systems. Collaborate across frontend and backend technologies while shaping team practices, system quality, and future product areas.