Forma.ai Benefits Overview

Manage ongoing operations for a customer portfolio: rule building, automated reporting, dashboards, product support, and implementation of new features. Support design projects with analysis, financial modeling, project planning, and stakeholder workshops. Drive process improvements, collaborate with Product and Engineering, and maintain strong customer relationships to maximize platform value.

The Account Executive will drive revenue growth by managing enterprise-level sales cycles, engaging executives, achieving sales targets, and collaborating cross-functionally to optimize sales processes and enhance customer experience.

Design and ship automation, internal tools, scripts, and integrations to streamline Customer Operations and Delivery workflows. Partner with stakeholders to identify bottlenecks, prioritize opportunities, measure impact, and create reusable automation patterns that improve efficiency, consistency, and operational capacity.