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 in optimizing incentive compensation plans for all companies. They work directly with our customers in helping them understand and take advantage of all the sales compensation features Forma.ai offers. From streamlining administration and management of sales commission to designing your sales compensation plan, our Customer Operations team ensures customers get the most value from our platform in optimizing every dollar spent on sales compensation.
What you'll be doing:
Reporting to the Senior Manager of Customer Operations, the Incentive Analytics Manager will contribute in the following areas:
- Develop a strong understanding of the Forma.ai product and platform to establish yourself as a product expert
- Lead the ongoing operations for a portfolio of customers (i.e., commissions rule building, process execution, reporting and dashboarding, and overall product support)
- Implement new Forma.ai platform features within your customer portfolio to support continuous improvement and automation
- Identify potential opportunities for process improvement in client processes (e.g., process execution, data validation, dashboard updates). Explore new techniques, working models to improve design and improve processes
- Lead design projects, including analysis, financial modelling, project planning, customer workshops, and presentation/recommendation of findings
- Guide and coach your team of Analysts/Associates to be high performing and client-focused
- Act as the main point of contact for senior customer stakeholders, establishing yourself as a trusted partner for your customers
- Be the main point of contact for Product team to articulate customer feedback and support the development of new product features
- Collaborate with the Engineering team to implement new platform features within your customer portfolio to support continuous improvement and automation
What we're looking for:
- 4+ years of progressive experience in management consulting, finance, sales operations, tech implementation, or similar quantitative focused role
- 2+ years of experience leading project teams
- Strong experience in leading the planning and execution of projects with multiple deliverables and stages
- Strong analytical problem-solving, organizational and project management skills
- Excellent communication skills, able to lead technical discussions with a non-technical audience
- Exceptional understanding of common analytical and presentation tools (Excel, PowerPoint)
Nice to haves:
- Experience with SQL and/or Python
- Have a sales incentive compensation background
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
- 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.
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.
We thank all applicants for their interest.
Top Skills
What We Do
Forma.ai is the world’s first sales compensation solution driven by a collective data model. We enable organizations to design, execute, and optimize their sales compensation strategy within a single platform
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