Teams at Forma.ai

Generate qualified sales opportunities through account research, personalized outbound outreach, prospect qualification, and meeting booking. Manage email, phone, LinkedIn, inbound, event, and intent-based campaigns using CRM and sales engagement tools. Collaborate with Account Executives and Marketing on target accounts, messaging, pipeline creation, and improving outreach conversion. The role focuses on B2B SaaS business development involving senior stakeholders, high-value deals, and long sales cycles.

Generate qualified sales opportunities through account research, personalized outbound outreach, prospect qualification, and meeting booking. Manage email, phone, LinkedIn, inbound, event, and marketing-generated leads using CRM and sales engagement tools. Collaborate with Account Executives and Marketing on account-based strategies, messaging, intent signals, and pipeline generation for high-value, long-cycle B2B SaaS sales.

Lead enterprise territory and quota planning implementations for customers, from requirements gathering and solution design through rollout, change management, and adoption. Advise customers on optimizing sales planning processes, shape product requirements and prioritization, support sales and marketing activities, and scope proofs of concept. The role requires executive-level client leadership, hands-on analytics and modeling, cross-functional collaboration with product and engineering, and the ability to operate independently in ambiguous environments.