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 works closely with new and existing customers by implementing product features, managing the operational parts of the platform, and optimizing our client’s sales performance management processes. We are always ready to support and help our customers to identify ways they can unleash the revenue-driving potential of their sales compensation program.
If you’re passionate about data analytics and want to contribute to sales operations, we’d love to hear from you!
What you’ll be doing:
• Work with new and existing customers to implement the company's new platform features as well as manage and optimize client processes
• Learn the architecture and design of the company's platform to the extent of being able to independently complete updates, enhancements, and change requests
• Lead onboarding & activities, including requirements gathering for incentive compensation plan rules, data analysis, and quality control
• Assist the ongoing operations for a portfolio of existing customers and implement new features (i.e. rule building, process execution, reporting and dashboarding, and product support)
• Scope, build and test automated workflows, processes and reporting capabilities to support automation of incentive compensation processes and improve business visibility
• Support design projects including analysis, financial modelling, project planning, customer workshops, and presentation/recommendation of findings
• Interact with key customer stakeholders to coordinate project execution
• Hire, guide and coach a team of Analysts, Associates, and Managers to be high performing and client focused
• Act as the main point of contact for senior customer stakeholders
• Act as a key point of contact to articulate customer feedback and support the development of new product features
• Act as a key point of contact for the company's to implement new platform features across customers to support continuous product improvement
What we're looking for:
- Education or Background in Engineering, Commerce, Mathematics and/or Statistics
- +6 years of working experience
- Experience in working with large datasets (SQL) and a strong understanding of logical structures of databases and workflows a plus
- Strength in Excel to perform data profiling, segmentation, and aggregation
- Understanding of data architecture and process flows
- Analytical problem-solving ability, organizational, and project management skills
- Ability to take ownership and run with tasks in a fast-paced and evolving environment
- Understanding of common analytical and presentation tools (i.e., Excel, PowerPoint)
Nice to haves:
- Experience with SQL and/or Python
- Experience with sales incentive compensation
- 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
