About Forma.ai:
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 Incentive Compensation team (internally known as the Customer Operations team) is at the heart of Forma.ai's mission. This team has a direct impact on the growth of Forma.ai. They are results-driven and solutions-minded.
The Customer Operations team work closely with our customers, helping them to understand and take advantage of all the features Forma.ai offers and ensuring that they get the most value from the platform.
What you'll be doing:
Reporting to the Senior Manager of Customer Operations, the Incentive Analytics Manager (known internally as Customer Operations Manager) will be contributing in the following areas:
- Develop a strong understanding of the Forma.ai platform and application to establish yourself as a product expert
- Lead the ongoing operations for a portfolio of customers (i.e., rule building, process execution, reporting and dashboarding, and product support)
- Lead the implementation of 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
- Act as a key point of contact for Forma.ai’s Product team to articulate customer feedback and support the development of new product features
- Act as a key point of contact for Forma.ai's 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
- Experience with sales incentive compensation
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
Our values:
- 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.
Our commitment to you:
At Forma.ai, we’re diverse by design. We’re committed to having a workforce that reflects the communities in which we live and work. We also aim to have a barrier-free recruitment and selection process. We’ll work with applicants requesting accommodation at any stage of the hiring process.
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.
Please note all interviews are currently being conducted virtually.
We thank all applicants for their interest.
