About the Team

We build enterprise software that helps organizations optimize sales performance, enabling go-to-market agility. Our engineering organization includes multiple product application teams responsible for delivering core customer-facing capabilities. We are seeking Staff Backend Engineers to join our application teams. You’ll work alongside other staff, senior, and early-career engineers to define, evolve, and scale the systems that power enterprise-grade product workflows. This is an opportunity to influence both technical direction and product direction. We are low on meetings, high on accountability. Most of the team are in EST time zone but we have a few located in AST, PST and Central as well.

What you’ll be doing

You will play a critical role in the continued evolution of our application stack. You will lead development efforts for complex backend capabilities and serve as a technical example in system design, code quality, and long-term maintainability. You’ll operate at the intersection of data modelling, business logic, and enterprise scale reliability.

As a Staff Engineer, you are expected to operate with a high degree of ownership and trust. This includes proactively identifying architectural risks, surfacing edge cases or constraints others may not see, and advocating for improvements that strengthen the long-term integrity of the system. We value engineers who bring forward thoughtful perspectives - even when they challenge assumptions - and who help the team see around corners.

You will:

• Design and evolve backend services that power product workflows.
• Architect data models representing hierarchical & graph structures, relationships, and large-scale enterprise datasets.
• Build deterministic, reliable systems that allow customers to reason clearly about their data.
• Drive architectural decisions that balance extensibility, performance, and operational simplicity.
• Improve observability, testing strategy, and production reliability across backend services.
• Partner closely with Product to translate nuanced business requirements into clean, scalable designs.
• Mentor engineers across levels and help raise the bar for backend engineering standards.
• Use, and demonstrate using, AI tooling to improve implementation velocity while thoughtfully investing in technical and product specifications

What We're Looking for:

• Significant experience designing and building complex backend systems in production environments.
• Demonstrated ability to surface unarticulated risks, propose alternative approaches, and advocate for architectural improvements with sound technical reasoning.
• Expertise in at least one production-grade backend language (e.g., Python, Java, Kotlin, Go, C#, etc.).
• Strong foundation in relational schema design, data modelling, and SQL.
• Experience working with hierarchical, graph-like, or relationship-heavy data structures.
• Familiarity with graph databases or graph-based modelling concepts is a strong plus.
• Excellent written and verbal communication skills.
• A track record of improving scalability, reliability, and observability in distributed or data-intensive systems.
• A desire to influence architecture and product direction - not just implement tickets.
• Thrive in a collaborative, detail-oriented environment across Engineering, Product, and Analytics.

Nice to have:

• Experience building SaaS products serving mid-market or enterprise customers.
• Experience building rule-driven systems, validation workflows, or approval/governance platforms.
• Familiarity with AWS-based infrastructure and Kubernetes.
• Exposure to Sales Performance Management (SPM), RevOps, Incentive Compensation (ICM), or related domains. ****

Technologies we use

Frontend: JavaScript, React, TypeScript

Backend: Java/Springboot, Django, Postgres

Infrastructure: AWS, Docker

What success looks like: 30/60/90 days

First 30 days

You’ll focus on building deep context across the product domain, backend architecture, and the data models that power Forma’s platform.

By the end of your first 30 days, you will have:

• Developed a strong understanding of Forma.ai’s product, customers, and sales performance domain.
• Built a clear mental model of the backend architecture, core services, and data flows across the system.
• Gained familiarity with key data models, including hierarchical structures, relationships, and workflow-driven entities.
• Set up your development environment and become comfortable navigating the codebase, services, and infrastructure.
• Learned the team’s engineering practices around testing, observability, deployment, and reliability.
• Built relationships with engineering, product, and analytics partners.
• Contributed to technical discussions, asking thoughtful questions and identifying early areas of complexity or risk.
• Shipped small but meaningful improvements or fixes to build familiarity with the system.
• Started identifying opportunities to improve data modeling, system clarity, or backend reliability.

First 60 days

You’ll begin owning meaningful backend systems and influencing technical decisions.

By the end of your first 60 days, you will have:

• Taken ownership of a significant backend component, service, or workflow.
• Designed and delivered well-structured, maintainable backend code aligned with system standards.
• Partnered closely with Product to translate complex business requirements into scalable backend designs.
• Demonstrated strong judgment in data modeling, especially around relationships, hierarchy, and workflow representation.
• Identified and surfaced architectural risks, edge cases, or inconsistencies in existing systems.
• Proposed and, where appropriate, implemented improvements to backend architecture, data models, or service boundaries.
• Contributed to improvements in observability, testing, and production reliability.
• Participated actively in code reviews and technical design discussions, raising the bar for quality and clarity.
• Begun mentoring or supporting other engineers in areas of strength.
• Built enough system context to make informed tradeoffs between performance, extensibility, and simplicity.

First 90 days

You’ll be operating as a trusted technical leader across backend systems.

By the end of your first 90 days, you will have:

• Led the design and delivery of a complex backend initiative spanning multiple services or domains.
• Introduced or significantly improved core data models, system architecture, or workflow handling.
• Demonstrated the ability to anticipate and mitigate long-term architectural risks.
• Influenced technical direction through clear, well-reasoned proposals and design decisions.
• Improved the reliability, observability, or scalability of critical backend systems.
• Established strong working relationships across Engineering, Product, and Analytics.
• Elevated engineering standards through mentorship, design reviews, and technical guidance.
• Helped the team better reason about complex, data-intensive workflows through clearer system design.
• Identified and begun executing on longer-term backend investments that improve system integrity and developer velocity.
• Demonstrated clear impact on both system quality and the team’s ability to deliver confidently at scale.

Additional Job Info:

• This position is for an existing vacancy

What You’ll Do

Reporting to the VP of Engineering, you will work closely with our Director of Privacy to design, implement, and operate the practical elements of our security posture. This includes areas like device management (MDM), authentication and access management, security-focused observability, and related tooling programs.

This is a hands-on role. Our security team is intentionally lean, so you’ll be directly involved in implementation, configuration, and ongoing operation, with support from our DevOps team when needed.

We’re looking for someone pragmatic and solution-oriented, able to design and implement strong, secure protocols that protect the business while still enabling us to move fast.

You’ll also support compliance efforts and customer-facing security needs, including audit preparation, security questionnaires, and occasional sales conversations where a security presence is helpful.

The role’s key responsibilities are listed below:

• Propose, implement, and configure practical security tooling and systems across:
• Cloud security (AWS environments, workload protection, misconfiguration detection)
• Identity & access management (SSO, MFA, access lifecycle)
• Endpoint security & device management (MDM)
• Logging, monitoring, and detection pipelines
• Partner with DevOps and development teams to embed security into CI/CD pipelines and infrastructure workflows
• Collaborate with the Director of Privacy on compliance, audits, and related activities (providing technical implementation and evidence support)
• Assess vendors and recommend build vs. buy decisions for security tools, with ownership of implementation and ongoing operation
• Operate, monitor, and continuously improve security systems and tooling, including alert tuning, vulnerability remediation follow-through, and system reliability
• Support customer security questionnaires and sales conversations as needed

What We’re Looking For:

• You thrive in a hands-on, fast-moving startup environment
• You have experience personally designing, implementing, and operating security tooling and controls
• You have working knowledge across core security domains, such as:
• Cloud / infrastructure security (AWS preferred)
• Identity and access management
• Endpoint / device management
• Detection & monitoring / observability
• Vulnerability management
• You have experience supporting compliance efforts and audits, including producing or validating technical evidence
• You have hands-on experience with SOC 2 and ISO 27001 (or similar) compliance frameworks
• You’re confident engaging with customers on security topics when needed
• You’re a clear communicator who can translate security concepts for technical and non-technical audiences
• You have a high level of professionalism and discretion

Additional Job Info:

• This position is for an existing vacancy
• This role is focused on direct execution and ownership; candidates who prefer primarily managing vendors or delegating implementation may not find this role a fit.

What Success Looks Like

• You own and operate security systems directly, not through delegation
• You deliver measurable improvements in detection quality, vulnerability remediation, and system reliability
• You establish yourself as a trusted execution partner to Engineering, DevOps, and Privacy
• You produce clean, reusable audit evidence with minimal overhead
• You make security predictable, scalable, and low friction across the organization

30 Days — Foundation & Visibility

• Build a strong understanding of Forma’s AWS environment, security tooling, CI/CD workflows, IAM model, detection setup, and vulnerability management process.
• Establish working relationships with DevOps, Engineering, Privacy, and key security stakeholders.
• Begin hands-on contribution by triaging alerts, reviewing vulnerabilities, validating remediation status, and identifying quick configuration improvements.
• Document gaps in visibility, tooling, processes, and immediate opportunities to reduce risk or noise.

60 Days — Ownership & Execution

• Take ownership of vulnerability management, detection operations, alert tuning, and response workflows.
• Independently investigate alerts, drive remediation with engineering teams, validate fixes, and close issues fully.
• Improve detection coverage, reduce false positives, address logging gaps, and introduce high-value automation where appropriate.
• Strengthen IAM and access lifecycle processes, including reducing privilege creep and unused access.
• Support audits and compliance by producing reliable technical evidence and validating control effectiveness.

90 Days — Optimization & Impact

• Fully own and operate security tooling, detection systems, vulnerability management, and incident response execution.
• Deliver measurable improvements in remediation timelines, alert quality, system reliability, and security coverage.
• Embed security into engineering workflows through CI/CD controls, automation, and practical guardrails.
• Establish repeatable processes for audit evidence, incident documentation, monitoring, and reporting.
• Build credibility as a trusted, hands-on security operator and partner to Engineering, DevOps, and Privacy.

About the team: 

Engineers on this team build the application our customers and internal teams use to configure, operate, manage, and visualize complex incentive compensation workflows.

This role sits within Forma’s ICM Operations platform, spanning areas such as Core Services, Business Intelligence, workflows, automation, APIs, claims management, next-generation reporting, and data exploration capabilities.

There are many complex and difficult areas across the product, especially across frontend architecture and user experience, because of high data volumes, wide configurability, complex business logic, and mission-critical operational workflows. The work is not just about building screens; it is about helping users understand, act on, and trust complex compensation data and operational processes.

We are low on meetings and high on accountability. Most of the team is in the EST timezone, with some teammates in PST and Central. We are far from maintenance or simple progressive evolution in many areas; there is a lot of room to make a meaningful impact on the overall user experience, product architecture, and frontend design patterns.

What you'll be doing: 

Reporting to the VP of Engineering the Senior Frontend Engineer will play a key role in building, evolving, and scaling Forma’s customer-facing and internal operations experiences.

You’ll work closely with product, design, engineering, operations, and leadership partners to deliver intuitive, performant, and reliable interfaces for configuring, operating, and analyzing complex sales compensation workflows. You’ll take ownership of significant frontend initiatives, contribute to product and technical direction, and help raise the quality of our frontend systems through thoughtful architecture, code quality, and collaboration.

You will help turn complex operational processes into clear, reusable, and scalable product experiences — from approvals and ticketing to claims workflows, policy-driven automation, dashboards, reporting, and data exploration.

You will:

• Build and ship complex frontend features with React, TypeScript, SASS, Jest, and Cypress.
• Create intuitive experiences for workflows, automation, claims, reporting, dashboards, and data exploration.
• Translate complex compensation and operational workflows into clear, scalable UI.
• Build reusable frontend and data visualization patterns that scale across customers.
• Improve frontend architecture, performance, accessibility, testing, and developer experience.
• Bring customer empathy, product thinking, and operational awareness to your work.

What we’re looking for

We’re looking for a frontend-focused engineer who is comfortable owning meaningful product work, collaborating across disciplines, and navigating ambiguity in a complex product domain.

This role is for someone who can take ownership of a product area from an engineering perspective, not just pick up tickets. You should be able to understand the business problem, reason through the user workflow, ask good questions, and partner with product and design to shape solutions that are technically sound, usable, and scalable.

You have:

• Strong experience building production web applications with React, TypeScript, and JavaScript.
• Experience with complex, data-heavy, configurable user interfaces.
• Experience building dashboards, BI tools, reporting, analytics, or data visualization products.
• Strong frontend fundamentals across architecture, component design, state, performance, and testing.
• Good judgment around UX, accessibility, visualization patterns, and information hierarchy.
• Product instincts and the ability to connect technical choices to user and business outcomes.
• Comfort working with complex workflows, APIs, automation, claims, or policy-driven systems.
• Strong communication skills and a collaborative, candid, customer-focused working style.

Nice to have:

• Experience working on enterprise SaaS products.
• Experience with compensation, finance, workflow automation, analytics, business intelligence, or data-heavy operational applications.
• Experience building reusable data visualization, dashboarding, reporting, or exploration patterns.
• Familiarity with Python, Django, APIs, Postgres, or backend systems.
• Experience contributing to design systems, frontend platforms, or shared component libraries.
• Experience designing frontend experiences that support both internal operations teams and external customers.

Technologies we use

Frontend: JavaScript, React, TypeScript

Backend: Java/Springboot, Django, Postgres

Infrastructure: AWS, Docker

What success looks like: 30/60/90 days

First 30 days

You’ll focus on learning the product, team, codebase, customer context, and the operational workflows that power Forma’s ICM Operations platform.

By the end of your first 30 days, you will have:

• Built a strong understanding of Forma.ai’s product, customer problems, and sales compensation domain.
• Developed context on the ICM Operations platform, including Core Services, Business Intelligence, workflows, automation, APIs, claims management, reporting, and data exploration capabilities.
• Set up your development environment and become comfortable navigating the frontend codebase.
• Learned the team’s engineering practices, release process, testing expectations, and collaboration norms.
• Built relationships with engineering, product, design, operations, and customer-facing teammates.
• Shipped small to medium frontend improvements or bug fixes with support from the team.
• Started identifying areas of frontend complexity, UX friction, technical debt, or inconsistent data visualization patterns where you may be able to contribute.
• Begun developing an understanding of how customers and internal teams use Forma to manage mission-critical operational workflows.

First 60 days

You’ll begin owning more substantial frontend work and contributing to product and technical decisions.

By the end of your first 60 days, you will have:

• Taken ownership of one or more meaningful frontend features or product improvements within the ICM Operations platform.
• Collaborated with product, design, operations, and backend engineering to clarify requirements, edge cases, workflows, and user needs.
• Delivered well-tested, maintainable frontend code aligned with team standards.
• Contributed to dashboard, reporting, workflow, claims, automation, or data exploration experiences.
• Demonstrated sound judgment in selecting frontend interaction and visualization patterns for specific user problems.
• Participated actively in code reviews, technical discussions, and product discovery conversations.
• Contributed improvements to frontend patterns, components, tests, or developer experience.
• Built enough domain context to make thoughtful tradeoffs between usability, technical complexity, scalability, and delivery timelines.
• Started identifying opportunities to make frontend patterns more reusable across customers and use cases.
• Begun mentoring or supporting other engineers in areas where you have expertise.

First 90 days

You’ll be operating as a trusted senior frontend contributor on the team.

By the end of your first 90 days, you will have:

• Independently led frontend delivery for a complex feature or significant product area.
• Helped improve the quality, usability, performance, or maintainability of a key part of Forma’s ICM Operations platform.
• Delivered or meaningfully advanced frontend experiences related to workflows, automation, claims management, reporting, dashboards, APIs, or data exploration.
• Built strong working relationships with product, design, backend engineering, operations, and customer-facing partners.
• Demonstrated strong technical and product judgment in frontend architecture and implementation decisions.
• Shown an ability to reason from business problem to user workflow to frontend solution.
• Contributed to reusable frontend or visualization patterns that can scale across a broader client base.
• Raised the quality bar through code reviews, documentation, testing, and mentorship.
• Contributed to the team’s frontend roadmap by identifying opportunities for simplification, consistency, scalability, and better user outcomes.
• Developed a clear understanding of where you can make a longer-term impact at Forma.ai.

Additional Job Info:

• This position is for an existing vacancy
• Salary Range: 150-190K CAD

About the team:

The Core Services team is responsible for the foundational systems that power how Forma’s platform operates at scale. This includes service-to-service communication, permissions and access control, release infrastructure, and observability.

As our platform scales toward a more distributed, multi-service architecture, this team plays a critical role in ensuring systems remain reliable, secure, and easy to operate. The work here sits at the intersection of backend engineering and infrastructure, with a strong emphasis on building robust, scalable software systems.

We are low on meetings and high on accountability, with most of the team in the EST time zone.

What you'll be doing:

Reporting to the VP of Engineering, you will help lead the design and development of foundational platform capabilities that support all backend services.

You will work on high-impact, cross-cutting problems that shape how engineers build, ship, secure, and operate services at Forma. You’ll spend significant time designing APIs, data models, application workflows, shared libraries, and backend services that other teams rely on.

Key areas of ownership include:

• Designing and implementing systems for roles, permissions, and access control across services
• Defining how services access shared permission models and identity data
• Defining how user permissions carry across product surfaces, not just machine-to-machine service authorization
• Building shared backend capabilities that support workflows such as approvals, ticketing, and cross-service coordination
• Building MCP connectors to Forma services, enabling AI tools and agents to securely access product data, workflows, and backend capabilities
• Improving and standardizing CI/CD pipelines across teams
• Establishing robust observability practices, including distributed tracing and monitoring across services
• Helping guide the transition toward a more service-oriented architecture

You will be working on some of the most critical and complex engineering challenges at Forma, with significant influence over system design and engineering practices.

What skills / traits are we looking for:

• Strong experience designing and building distributed backend systems
• Strong application engineering skills, including API design, data modeling, service boundaries, and production-quality backend code
• Experience with AI-enabled developer tooling, MCP, or internal engineering automation
• Experience working with service-oriented or microservices architectures
• Deep understanding of authentication, authorization, and access control patterns
• Previously owned or improved CI/CD systems, release processes, and production workflows
• Track record of raising reliability and observability across service boundaries (tracing, correlation, SLOs, or post-incident improvements that team adopted).
• Excellent written and verbal communication skills
• Ability to influence technical direction and collaborate across teams
• High ownership mindset with attention to detail

Nice to have:

• Experience with distributed tracing and observability tooling
• Exposure to infrastructure and platform engineering concepts
• Experience working in high-growth or scaling engineering teams

Technologies we use:

• Backend: Java, Django, Postgres
• Infrastructure: AWS, Docker, GitHub Actions, Databricks, Datadog, Grafana, Kubernetes, Helm, Argo

What success looks like:

First 30 Days

• Develop a deep understanding of Forma’s backend architecture, service boundaries, core infrastructure, CI/CD pipelines and release workflows
• Get hands-on with the codebase by contributing production code to core services or shared libraries
• Identify gaps in current implementations around service communication, auth, or observability
• Produce at least one concrete technical proposal (design doc) targeting a high-impact core services improvement

60 Days

• Own and deliver a meaningful backend/platform improvement within Core Services, such as a permissions access layer, approval workflow component, service auth pattern, or shared application library
• Write and ship well-designed, production-quality code that improves product capabilities, system reliability, or developer workflows
• Contribute to technical design discussions with clear tradeoffs and implementation plans
• Begin shaping standards for how services interact across auth, permissions, data access, workflow ownership, and API boundaries

90 Days

• Lead the design and implementation of a complex, cross-service engineering solution, such as a permissions framework, approval workflow subsystem, or inter-service authorization model
• Drive adoption of new patterns through high-quality code, documentation, and collaboration
• Establish engineering best practices for building and operating services in a distributed environment
• Act as a technical leader by raising the bar for code quality, system design, maintainability, and production ownership

 
Additional Job Info:

• This position is for an existing vacancy

About the team

Engineers on this team build the application our customers and internal teams use to configure, operate, manage, and visualize complex incentive compensation workflows. There are many complex and difficult areas across the product, especially across frontend architecture and user experience, because of high data volumes, wide configurability, complex business logic, and mission-critical operational workflows. The work is not just about building screens; it is about helping users understand, act on, and trust complex compensation data and operational processes.

We are low on meetings and high on accountability. Most of the team is in the EST timezone, with some teammates in PST and Central. We are far from maintenance or simple progressive evolution in many areas; there is a lot of room to make a meaningful impact on the overall user experience, product architecture, and frontend design patterns.

What you’ll be doing

Reporting to the VP of Engineering, the Staff Frontend Engineer will play a critical role in shaping the technical direction, architecture, and long-term evolution of Forma’s customer-facing and internal operations experiences.

You’ll operate as a frontend technical leader, working across teams to drive alignment, set standards, and solve complex, ambiguous problems in a highly configurable, data-intensive product. You’ll partner closely with product, design, engineering, and leadership to define not just what we build, but how we build it — ensuring our frontend systems are scalable, consistent, and built for long-term velocity.

You will lead the design and development of foundational frontend systems, influence product and platform strategy, and help the team navigate complexity in workflows, automation, reporting, and data exploration at scale.

You will:

• Lead the architecture and evolution of Forma’s frontend systems, patterns, and best practices.
• Drive large, cross-cutting frontend initiatives spanning multiple product areas and teams.
• Translate complex compensation and operational workflows into scalable, extensible UI systems and abstractions.
• Define and standardize reusable frontend and data visualization patterns across the platform.
• Partner with product and design to shape ambiguous problem spaces into clear, scalable solutions.
• Improve frontend performance, reliability, accessibility, testing strategy, and developer experience at a systems level.
• Mentor and guide engineers across the team, raising the overall quality and consistency of frontend development.
• Influence technical strategy, roadmap planning, and prioritization decisions.
• Identify and address systemic frontend challenges, including architecture, state management, and data handling at scale.
• Bring strong product thinking, customer empathy, and operational awareness to complex problem spaces.

What we’re looking for

We’re looking for a highly experienced frontend engineer who thrives in ambiguous environments, enjoys solving system-level problems, and can influence both technical and product direction.

This role is for someone who goes beyond owning features — you own systems, patterns, and outcomes across teams. You should be able to connect business goals to technical strategy, guide teams through complexity, and make pragmatic decisions that balance scalability, usability, and delivery.

You have:

• Deep experience building and scaling production web applications with React, TypeScript, and JavaScript.
• Proven experience designing frontend architecture and systems for complex, data-heavy, configurable applications.
• Experience leading large frontend initiatives or platform-level efforts across teams.
• Strong expertise in component design, state management, performance optimization, and testing at scale.
• Experience building dashboards, BI tools, reporting, analytics, or data visualization platforms.
• Excellent judgment around UX, accessibility, information hierarchy, and visualization patterns.
• Strong product instincts and the ability to influence product direction through technical insight.
• Experience working with complex workflows, automation systems, APIs, or policy-driven platforms.
• A track record of mentoring engineers and raising the technical bar across a team or organization.
• Strong communication skills with the ability to align stakeholders and drive decisions across disciplines.

Nice to have

• Experience working on enterprise SaaS platforms at scale.
• Experience in compensation, finance, workflow automation, analytics, or operational tooling.
• Experience building or leading design systems, frontend platforms, or shared component libraries.
• Familiarity with backend systems (Python/Django, Java/Springboot, APIs, Postgres).
• Experience designing systems that support both internal operations teams and external customers.
• Experience influencing or defining engineering strategy at the team or org level.

Technologies we use

Frontend: JavaScript, React, TypeScript

Backend: Java/Springboot, Django, Postgres

Infrastructure: AWS, Docker

What success looks like: 30/60/90 days

First 30 days

You’ll focus on building deep context across the product, architecture, and organization.

By the end of your first 30 days, you will have:

• Developed a strong understanding of Forma.ai’s product, customers, and the sales compensation domain.
• Built a clear mental model of the frontend architecture, key systems, and areas of complexity.
• Formed relationships with engineering, product, design, and leadership stakeholders.
• Identified high-impact opportunities for frontend improvements across architecture, UX, and systems.
• Contributed to technical discussions and begun shaping frontend direction.
• Shipped targeted improvements while building broader context.

First 60 days

You’ll begin driving meaningful technical initiatives and influencing direction.

By the end of your first 60 days, you will have:

• Taken ownership of a cross-cutting frontend initiative or system-level improvement.
• Influenced product and technical decisions through strong architectural and product thinking.
• Introduced or improved frontend patterns, abstractions, or standards.
• Helped teams navigate complexity in workflows, data visualization, or state management.
• Begun mentoring engineers and raising the quality bar through reviews and guidance.
• Identified opportunities to improve consistency and reuse across the platform.

First 90 days

You’ll be operating as a trusted technical leader for frontend across the organization.

By the end of your first 90 days, you will have:

• Led the design and delivery of a major frontend initiative or architectural improvement.
• Established or significantly advanced frontend standards, patterns, or platform capabilities.
• Influenced roadmap decisions and helped align teams on scalable frontend approaches.
• Improved the performance, usability, and maintainability of key product areas.
• Mentored engineers and contributed to a stronger frontend culture across the team.
• Identified and begun executing on longer-term frontend investments.
• Demonstrated clear impact on both user experience and engineering velocity.

Additional Job Info:

• This position is for an existing vacancy

What you'll do: 

Forma.ai is hiring a Principal SPM Architect- Territory and Quota Planning to lead our suite of TQM tools. We’re looking for a domain expert who brings real-world perspective on designing, implementing, and rolling out territories and quotas for mid-sized and enterprise organizations.

Reporting to the CTO, you will help shape our TQM product end to end. You’ll work closely with engineering leads, customers, and senior leadership at Forma to define product strategy, shape requirements, and prioritize what we build.

This role is for someone with deep, practical experience in TQM. If you wouldn’t feel comfortable leading a territory and quota implementation—from high-level objective setting and modeling through to rollout and adoption—this likely isn’t the right fit.

You’ll also contribute to building our product roadmap but don’t need formal product management experience (though it’s a plus). What matters most is that you’re organized, collaborative, thoughtful, and a clear communicator who can translate complex domain knowledge into great product decisions.

The role’s key responsibilities are listed below:

• Lead the implementation of enterprise level TQM models
• Own product requirements and feature prioritization for territory design, quota setting, territory management, and related capabilities
• Help customers design and evaluate territory and quota models 
• Translate input from customers, leadership, and your own experience into user flows and product ideas
• Partner with engineering to shape features, refine requirements, and make prioritization tradeoffs
• Gather and synthesize feedback from customers and senior leadership
• Communicate product vision and roadmap to internal teams and customers
• Operate with high ownership—driving clarity, making decisions, and moving forward in ambiguity
• Create lightweight wireframes and prototypes to quickly validate ideas

What we're looking for: 

• You have deep domain experience in territory and quota planning as a consultant, solutions architect, engineer, revops role or SPM related role
• Hands on experience implementing and rolling out large scale TQM models
• You’re excited to apply that expertise to build better tooling
• You’re comfortable owning a TQM implementation end to end
• Experience managing enterprise clients
• You’re collaborative and enjoy working cross-functionally
• You’re pragmatic, decisive, and outcomes-focused
• You’re a strong written and verbal communicator

Additional Job Info:

• This position is for an existing vacancy
• Salary range: $170K - $200K CAD

What you'll be doing:

Reporting to the CTO, you will lead at least two engineering pods, each focused on key application areas within our product. You’ll play a hands-on leadership role—guiding teams, shaping technical direction, and contributing directly to code and system design.

We believe in leading from the front. You don’t need to be the strongest engineer on the team, but you should be comfortable rolling up your sleeves regularly and setting a strong technical example.

You’ll be product- and outcome-focused, with a sharp sense of where to invest time and energy and where not to. You’ll work closely with Product Owners to deeply understand our business domains, help shape product vision, and drive meaningful results.

You’ll also help build your teams. Hiring great engineers is a critical part of this role, so experience attracting, assessing, and onboarding high-quality talent is important.

We genuinely value focus and efficiency. Meetings should be purposeful and structured. If you love excessive ceremonies, status updates, or meetings for their own sake, this role likely isn’t the right fit.

Our tech stack experience requirements are intentionally flexible. We expect strong engineers to adapt quickly. Experience with TypeScript, React, Python, Django, or .NET is a plus—but not a prerequisite.

The role’s key responsibilities are listed below:

• Own product outcome for our flagship incentive compensation management product.
• Lead a data engineering team and a web application team, each with 4-6 senior/staff engineers. Hire a third data team.
• Strong ability to understand and frame business problems, and translate them into high-impact technical solutions. Often identifying simpler or more scalable alternatives that better serve both immediate and future needs.
• Strong technical judgement to architect opinionated yet extensible enterprise software.
• Contribute hands-on to coding and system design
• Collaborate with Product Owners on feature ideation and prioritization
• Strong understanding of data modeling, data pipelines, and data processing systems (batch and/or real-time)
• Ability to make architectural tradeoffs across data storage, compute, and performance in high-scale environments
• Ensure clear communication across teams when it matters most
• Hire and grow high-performing engineers

What we're looking for:

• You’re excited to work at a startup and enjoy building processes from the ground up
• You’re a strong communicator and a creative storyteller
• You can confidently manage multiple stakeholders, both internal and external
• You ask thoughtful questions and bring genuine curiosity about people and their career paths
• You’re a culture builder and positive team influence
• You’re entrepreneurial, collaborative, and action-oriented
• You bring a high level of professionalism and respect for confidentiality
• You have meticulous attention to detail

What success looks like:

First 30 Days — Learn, Engage, and Contribute

• Build a strong understanding of Forma’s product, including the core “happy paths” across key user workflows
• Ramp on the technical stack, architecture, and development processes
• Establish trust and working relationships with your engineering teams, Product, and leadership
• Contribute hands-on to the codebase and begin participating in system design discussions
• Deliver and ship initial tasks across teams to gain familiarity with execution and deployment pipelines

Success looks like: You are actively contributing, understand how the system works at a high level, and are building credibility with the team.

60 Days — Own, Align, and Influence

• Develop a clear understanding of the broader product landscape and underlying system architecture (backend services, data pipelines, and application layers)
• Identify key technical and organizational bottlenecks impacting team velocity or product quality
• Build strong alignment with stakeholders on priorities, tradeoffs, and technical direction
• Begin participating in hiring, interviewing, and coaching to strengthen the team
• Contribute to system design and architectural decisions with increasing ownership

Success looks like: You are influencing technical direction, helping teams prioritize effectively, and contributing to team growth.

90 Days — Lead, Scale, and Deliver Impact

• Take full ownership of engineering outcomes across your teams, ensuring consistent delivery and high velocity
• Establish clear patterns for task prioritization, execution, and cross-team coordination
• Propose and drive meaningful improvements across architecture, processes, or team structure
• Lead the design and implementation of a significant system (e.g., backend service, data pipeline, or platform capability)
• Actively shape hiring strategy and build a high-performing, engaged engineering organization

Success looks like: You are operating as a trusted technical and organizational leader—driving execution, making strong decisions, and delivering scalable impact.

Additional Job Info:

• This position is for an existing vacancy

What you'll be doing: 

Reporting to the CTO, you will lead at least two engineering pods, each focused on key application areas within our product. You’ll play a hands-on leadership role—guiding teams, shaping technical direction, and contributing directly to code and system design.

We believe in leading from the front. You don’t need to be the strongest engineer on the team, but you should be comfortable rolling up your sleeves regularly and setting a strong technical example.

You’ll be product- and outcome-focused, with a sharp sense of where to invest time and energy—and where not to. You’ll work closely with Product Owners to deeply understand our business domains, help shape product vision, and drive meaningful results.

You’ll also help build your teams. Hiring great engineers is a critical part of this role, so experience attracting, assessing, and onboarding high-quality talent is important.

We genuinely value focus and efficiency. Meetings should be purposeful and structured. If you love excessive ceremonies, status updates, or meetings for their own sake, this role likely isn’t the right fit.

Our tech stack experience requirements are intentionally flexible. We expect strong engineers to adapt quickly. Experience with TypeScript, React, Python, Django, or .NET is a plus—but not a prerequisite.

The role’s key responsibilities are listed below:

• Lead and scale multiple engineering teams
• Contribute hands-on to coding and system design
• Collaborate with Product Owners on feature ideation and prioritization
• Keep teams productive, motivated, and engaged
• Ensure clear communication across teams when it matters most
• Hire and grow high-performing engineers

What we're looking for: 

• You’re excited to work at a startup and enjoy building processes from the ground up
• You’re a strong communicator and a creative storyteller
• You can confidently manage multiple stakeholders, both internal and external
• You ask thoughtful questions and bring genuine curiosity about people and their career paths
• You’re a culture builder and positive team influence
• You’re entrepreneurial, collaborative, and action-oriented
• You bring a high level of professionalism and respect for confidentiality
• You have meticulous attention to detail

Additional Job Info:

• This position is for an existing vacancy

About the Team

Engineers on this team construct our rules-based calculating engine for processing sales commissions. This might sound simple if you have never been exposed to sales comp plans, it is not! We are low on meetings, high on accountability. Most of the team are in EST time zone but we have a few located in PST and Central as well. We are far from maintenance / progressive evolution in many areas, there is a lot of room to make a big impact in the overall design.

What you’ll be doing

Reporting to the Manager of Data Platform, you will play a critical role in the evolution of our Spark based data platform. You'll lead development efforts for our complex, data-rich platform features while being an example to the team of code quality and thoughtful software design. You will be working on the most challenging code at Forma.

As a Staff Engineer, you are expected to operate with a high degree of ownership and trust. This includes proactively identifying architectural risks, surfacing edge cases or constraints others may not see, and advocating for improvements that strengthen the long-term integrity of the system. We value engineers who bring forward thoughtful perspectives - even when they challenge assumptions - and who help the team see around corners.

You will:

• Design and evolve backend services that power product workflows.
• Architect data models representing hierarchical & graph structures, relationships, and large-scale enterprise datasets.
• Build deterministic, reliable systems that allow customers to reason clearly about their data.
• Drive architectural decisions that balance extensibility, performance, and operational simplicity.
• Improve observability, testing strategy, and production reliability across backend services.
• Partner closely with Product to translate nuanced business requirements into clean, scalable designs.
• Mentor engineers across levels and help raise the bar for backend engineering standards.
• Use, and demonstrate using, AI tooling to improve implementation velocity while thoughtfully investing in technical and product specifications

What We're Looking for:

• Significant experience designing and building complex backend systems in production environments.
• Demonstrated ability to surface unarticulated risks, propose alternative approaches, and advocate for architectural improvements with sound technical reasoning.
• Expertise in at least one production-grade backend language (e.g., Python, Java, Kotlin, Go, C#, etc.).
• Strong foundation in relational schema design, data modelling, and SQL.
• Background working with Spark, or other ETL tools / frameworks
• Experience working with hierarchical, graph-like, or relationship-heavy data structures.
• Familiarity with graph databases or graph-based modelling concepts is a strong plus.
• Excellent written and verbal communication skills.
• A track record of improving scalability, reliability, and observability in distributed or data-intensive systems.
• A desire to influence architecture and product direction - not just implement tickets.
• Thrive in a collaborative, detail-oriented environment across Engineering, Product, and Analytics.

Nice to have:

• Experience building SaaS products serving mid-market or enterprise customers.
• Experience building rule-driven systems, validation workflows, or approval/governance platforms.
• Familiarity with AWS-based infrastructure and Kubernetes.
• Exposure to Sales Performance Management (SPM), RevOps, Incentive Compensation (ICM), or related domains. ****

Technologies we use

Frontend: JavaScript, React, TypeScript

Backend: Java/Springboot, Django, Postgres

Infrastructure: AWS, Docker

What success looks like: 30/60/90 days

First 30 days

You’ll focus on building deep context across the product domain, backend architecture, and the data models that power Forma’s platform.

By the end of your first 30 days, you will have:

• Developed a strong understanding of Forma.ai’s product, customers, and sales performance domain.
• Built a clear mental model of the backend architecture, core services, and data flows across the system.
• Gained familiarity with key data models, including hierarchical structures, relationships, and workflow-driven entities.
• Set up your development environment and become comfortable navigating the codebase, services, and infrastructure.
• Learned the team’s engineering practices around testing, observability, deployment, and reliability.
• Built relationships with engineering, product, and analytics partners.
• Contributed to technical discussions, asking thoughtful questions and identifying early areas of complexity or risk.
• Shipped small but meaningful improvements or fixes to build familiarity with the system.
• Started identifying opportunities to improve data modeling, system clarity, or backend reliability.

First 60 days

You’ll begin owning meaningful backend systems and influencing technical decisions.

By the end of your first 60 days, you will have:

• Taken ownership of a significant backend component, service, or workflow.
• Designed and delivered well-structured, maintainable backend code aligned with system standards.
• Partnered closely with Product to translate complex business requirements into scalable backend designs.
• Demonstrated strong judgment in data modeling, especially around relationships, hierarchy, and workflow representation.
• Identified and surfaced architectural risks, edge cases, or inconsistencies in existing systems.
• Proposed and, where appropriate, implemented improvements to backend architecture, data models, or service boundaries.
• Contributed to improvements in observability, testing, and production reliability.
• Participated actively in code reviews and technical design discussions, raising the bar for quality and clarity.
• Begun mentoring or supporting other engineers in areas of strength.
• Built enough system context to make informed tradeoffs between performance, extensibility, and simplicity.

First 90 days

You’ll be operating as a trusted technical leader across backend systems.

By the end of your first 90 days, you will have:

• Led the design and delivery of a complex backend initiative spanning multiple services or domains.
• Introduced or significantly improved core data models, system architecture, or workflow handling.
• Demonstrated the ability to anticipate and mitigate long-term architectural risks.
• Influenced technical direction through clear, well-reasoned proposals and design decisions.
• Improved the reliability, observability, or scalability of critical backend systems.
• Established strong working relationships across Engineering, Product, and Analytics.
• Elevated engineering standards through mentorship, design reviews, and technical guidance.
• Helped the team better reason about complex, data-intensive workflows through clearer system design.
• Identified and begun executing on longer-term backend investments that improve system integrity and developer velocity.
• Demonstrated clear impact on both system quality and the team’s ability to deliver confidently at scale.

Additional Job Info:

• This position is for an existing vacancy

The Role

As a Senior Solutions Engineer, you will play a critical role at the intersection of data, technology, and customer impact. You will lead the design and delivery of scalable, reliable, and high-impact technical implementations for our enterprise clients.

Working with diverse and complex datasets across industries, you’ll build and optimize end-to-end analytics solutions that directly influence how customers engage with the Forma platform. You’ll partner cross-functionally to identify opportunities, scope high-value solutions, and deliver outcomes that drive measurable business impact.

This is a highly visible, client-facing role that combines hands-on technical expertise with strategic thinking.

What You’ll Do

• Lead strategic technical engagements with enterprise clients, guiding solution design for complex business challenges using the Forma platform
• Design, build, and optimize scalable data architectures, pipelines, and workflows (e.g., PySpark, Databricks)
• Translate business requirements into robust, production-ready data solutions
• Design and deliver custom code and customer-specific integrations to extend the Forma platform for unique client requirements
• Partner with Professional Services to extract, transform, and analyze client data to optimize incentive compensation and sales performance strategies
• Collaborate with Product, Engineering, and Customer Success to deliver high-quality, actionable datasets and insights
• Drive improvements in data infrastructure, performance, scalability, and reliability
• Identify opportunities to standardize and productize repeatable solutions
• Mentor and support junior team members; contribute to internal best practices and knowledge sharing
• Act as a trusted technical advisor to both internal and external stakeholders

What We’re Looking For:

Required

• 5+ years of experience in a technical role such as Solutions Engineer, Analytics Engineer, Data Engineer, or Sales Engineer
• Strong proficiency in Python and SQL, with experience writing efficient, production-grade code
• Experience with modern data lakehouse architectures (e.g., Databricks, Snowflake) and a solid understanding of performance and cost optimization
• Experience building and maintaining scalable data pipelines and workflows
• Strong customer empathy and a passion for delivering user-facing data products
• Excellent communication skills, with the ability to explain complex technical concepts to non-technical stakeholders
• Proven ability to operate in a fast-paced, cross-functional environment and manage competing priorities
• Strong problem-solving skills with a solution-oriented mindset
• Demonstrated curiosity and commitment to continuous learning

Nice to Have

• Experience with machine learning, predictive analytics, or optimization models
• Familiarity with BI tools (e.g., Tableau, Looker, Power BI)
• Experience with cloud platforms (AWS, Azure, or GCP)
• Experience integrating with Salesforce or working with financial / sales data
• Prior experience in ICM (Incentive Compensation Management), SPM (Sales Performance Management), or sales operations

What Success Looks Like:

After 30 Days:

• Develop a strong understanding of Forma’s platform, including client-facing features, data flows, and core use cases
• Build working knowledge of our data architecture, repositories, and tooling (e.g., Databricks, S3, GitHub)
• Establish relationships with immediate team members and key cross-functional partners (Product, Engineering, Customer Success)
• Begin contributing to scoped technical tasks and internal data workflows with guidance
• Begin building context on customer implementations, common challenges, and solution patterns

After 60 Days:

• Participate in client engagements and internal solution discussions, building familiarity with customer needs and communication patterns
• Independently execute well-defined technical tasks with high quality and reliability
• Collaborate with cross-functional stakeholders to understand requirements and translate them into technical solutions
• Begin contributing to medium-complexity data pipelines, transformations, or analyses with guidance
• Begin identifying opportunities to improve existing implementations or workflows

After 90 Days:

• Actively contribute to client-facing conversations, providing technical input and solution recommendations
• Independently scope, design, and implement data solutions for customer use cases
• Own delivery of medium-complexity solutions end-to-end with minimal guidance
• Demonstrate strong problem-solving and sound technical judgment in ambiguous situations
• Proactively identify and drive improvements in data workflows, performance, and scalability
• Begin establishing credibility as a trusted technical partner to internal teams and customers

Long Term:

• You consistently deliver high-quality, scalable solutions that drive measurable customer outcomes
• You become a trusted advisor to clients and internal stakeholders
• You identify opportunities to improve processes and influence product direction
• You elevate the team through mentorship and technical leadership

Additional Job Info:

• This position is for an existing vacancy
• Salary range: $110K - $150K CAD

What You’ll Do 

This is a hands-on Associate-level DevOps role focused on cloud automation, internal infrastructure, and maintaining an internal cloud-based application used across the company. 

You’ll work closely with our engineering teams and senior DevOps staff to maintain, improve, and evolve our internal cloud infrastructure and automation systems, contributing to tooling that supports every other team at Forma.ai. 

While your primary focus will be cloud automation and infrastructure, you will also serve as the primary IT presence in our Toronto office, supporting day-to-day IT operations as part of the role. 

The role’s key responsibilities are listed below: 

• Work with infrastructure defined using Terraform to support internal systems and automation workflows 

• Work with containerized workloads running in Kubernetes as part of our internal infrastructure 

• Assist with the deployment, troubleshooting, and maintenance of serverless functions and scheduled automation workflows 

• Manage IAM roles and permissions related to automation and internal tooling 

• Write and modify scripts (PowerShell, Bash, Python, or similar) to automate operational tasks 

• Help improve onboarding, offboarding, and access management automation 

• Participate in CI/CD workflows and infrastructure delivery processes as part of your growth in the role 

• Document automation workflows and operational runbooks 

• Act as the primary IT contact for the Toronto office 

• Manage device provisioning, enrollment, endpoint management (MDM), and hardware lifecycle processes 

• Administer Microsoft 365 and identity systems (e.g., Azure AD / Entra ID or similar) 

• Manage SaaS provisioning and deprovisioning across internal tools 

• Maintain least-privilege access and enforce access control best practices 

• Provide in-office and remote technical support for employees 

• Maintain hardware inventory and support office IT infrastructure 

What we’re looking for: 

• 2–3 years of experience in IT operations, CloudOps, DevOps, or systems administration 

• Hands-on experience with AWS services (e.g., IAM, EC2, Lambda) or equivalent services in another cloud platform 

• Exposure to containerization concepts and Kubernetes environments 

• Experience working with Infrastructure as Code tools (e.g., Terraform) 

• Experience writing or modifying scripts (PowerShell, Bash, Python, or similar) to automate operational tasks 

• Experience administering Microsoft 365 or similar productivity platforms 

• Familiarity with identity management, SSO, and SaaS provisioning workflows 

• Strong troubleshooting and root-cause analysis skills across both cloud systems and end-user environments 

• Ability to work independently in an in-office setting while collaborating with a distributed technical team 

• Clear communication skills and a strong sense of ownership 

• Comfort leveraging modern tooling (including AI-assisted development tools) to improve productivity and automation 

Nice to have: 

• Experience working with REST APIs or integrating SaaS platforms through automation 

• Experience with monitoring and observability tools (e.g., CloudWatch, Datadog, or similar) 

• Exposure to CI/CD tooling or GitHub administration 

• Experience working in a SaaS or high-growth technology company 

• Exposure to AWS EKS or cluster autoscaling tools (e.g., Karpenter) 

Additional Job Info:

• This position is for an existing vacancy
• Salary range: $100K - $140K CAD
• This job requires 5 days onsite at our downtown Toronto office

About the team: 

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 works 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 & Dashboarding

• Design, maintain, and enhance dashboards in BI tools (e.g., Looker Studio, Salesforce/HubSpot reports) to monitor marketing campaign performance, sales pipeline health, lead flow, and conversion metrics 
• Automate recurring reports and implement self-serve analytics capabilities for GTM teams 

Data Analysis & Insights 

• Analyze funnel performance from top-of-funnel marketing campaigns to bottom-of-funnel sales outcomes
• Provide regular insights into key KPIs like campaign ROI, customer acquisition cost (CAC), and attribution across channels
• Support A/B testing initiatives, sales activity analysis, and segmentation strategies 

Scripting & Automation 

• Write Python and SQL scripts to extract, clean, and structure data from external sources (e.g., job boards, press releases, M&A feeds, web scraping APIs)
• Build automated enrichment pipelines to augment CRM and marketing data with third-party insights (e.g., firmographics, hiring activity, technology stack, funding events) 

Data Quality & Tooling 

• Take ownership of data cleanliness and integrity across GTM systems (e.g., Salesforce, HubSpot, Databricks), including investigating issues, proposing solutions, and manually resolving historical data problems when necessary
• Maintain and improve key GTM logic — including lead scoring models, lifecycle stage transitions, attribution frameworks, and related automation rules — ensuring they are well-defined, consistent, and actionable 

What we're looking for:  

• Background in Engineering, Commerce, Mathematics and/or Statistics
• Natural curiosity about AI and emerging technologies — especially where they intersect with automation, data, and workflow orchestration across the GTM stack
• Familiarity with B2B go-to-market motions and how to measure their effectiveness
• Experience in report building, data analysis and workflow automation within a GTM tech stack (e.g. Salesforce, HubSpot, Gong, BI tools) 
• Proficiency in SQL or Python and familiarity with at least one BI tool (e.g., Power BI, Looker, Tableau)
• 3-5 years of related experience
• High achiever with a strong sense of ownership
• Ability to take ownership and run tasks in a fast-paced and evolving environment 

About the team: 

The Marketing team sits at the center of Forma.ai’s growth engine. This team directly impacts pipeline, revenue, and how the Forma.ai brand shows up in the market. They are strategic, creative, and relentlessly focused on building one of the most exciting and differentiated brands in the revenue technology space.   

What you'll be doing:  

As our Senior Brand & Marketing Designer, you’ll own the visual expression of our brand across every surface and evolve it for the next chapter of growth. This is a high-ownership design role. You’ll build upon the success we've had to date to lead and execute brand across web, social, event campaigns, video/podcast assets, and sales enablement – building systems that make quality scalable.  

Success in this role means the Forma.ai brand feels cohesive and premium across every touchpoint, production speeds up without sacrificing quality, and the team operates with clear, reusable systems that scale as volume increases. 

Brand & identity 

• Evolve and enforce a cohesive brand system across all channels
• Translate positioning and strategy into a clear, compelling visual language
• Set and uphold the quality bar for anything external-facing 

Marketing & collateral 

• Design high-impact sales decks, pitch materials, and thought leadership content
• Build campaign creative across paid, organic, events, and product launches
• Turn complex, technical ideas into clear and compelling visual outputs 

Web & product marketing 

• Design web pages, landing pages, and product storytelling experiences
• Partner with Marketing and Product to visually explain complex systems
• Think in systems and optimize for clarity, conversion, and credibility 

Video & motion 

• Create and direct visual concepts for video, motion, and product walkthroughs
• Design motion graphics and social clips where motion adds real value
• Collaborate with editors or freelancers as needed to bring ideas to life 

Creative leadership 

• Act as a creative partner to Marketing, Product, and executive leadership
• Work alongside our contractors, providing specific feedback to elevate design when deliverables compromise the bar for quality
• Ensure Forma.ai maintains a sharp look conveying our status as a premium brand supporting global enterprise customers

What we're looking for:  

• 6-10+ years of brand or visual design experience, ideally in B2B SaaS or complex technical products
• A portfolio demonstrating range, taste, and systems thinking
• You've built modular brand systems (components, templates, and guidelines) that scale across channels and teams
• Experience working directly with C-suite and cross-functional leaders on presentation decks
• High-craft brand execution across key marketing surfaces, including web and landing pages, decks, campaigns, and motion/video assets
• End-to-end ownership with speed and rigor – you move fast without lowering the bar
• Strong opinions and stronger judgment – you can articulate the “why,” advocate for quality, and make smart tradeoffs when constraints show up
• Website redesign experience, including partnering with developers and/or managing external agencies to ship polished, performant pages
• Fluency in Figma, Adobe Creative Suite, presentation deck design, video tools, and modern web design
• You don’t need to code, but you've worked closely with developers, and can deliver clean, build-ready files and specs that translate into final production accurately 

Additional Job Info:

• This position is for an existing vacancy
• Salary range: $100K - $135K CAD

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

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: 

• Own the day-to-day customer relationship, building strong working relationships with senior client stakeholders across a portfolio of customers
• Act as an architect for a new customer, translating data inputs and required business logic into Forma rule / system logic, commission engine architecture and outputs
• Learn design of the company's platform to the extent of being able to independently complete updates, enhancements, and change requests
• Work with Forma.ai's Product and Engineering teams to articulate customer feedback that informs the priority of new product features and to implement new platform features to support continuous improvement and automation 
• Manage customer expectations regarding deliverables and project timelines, ensuring Forma is positioned for success
• Develop a deep understanding of each client's strategic positioning, key products, business model, and strategic objectives.
• Be responsible for developing Sales Performance Management (SPM) expertise by identifying areas of improvement in SPM processes (crediting, payroll process) and strategy (IC plan design, quota setting, etc.)

What we're looking for: 

• Education or Background in Engineering, Commerce, Mathematics and/or Statistics
• +4 years of relevant working experience
• Experience in working with large datasets 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

Additional Job Info:

• This position is for an existing vacancy
• Salary range: $115K - $140K CAD

Director, SPM Implementation

About the Team

The Customer Operations team partners with new and existing customers to implement and optimize the company’s platform, ensuring clients maximize the revenue-driving potential of their sales compensation programs. The team leads complex implementations, drives operational excellence, and continuously evolves Sales Performance Management (SPM) processes through data-driven insights and scalable platform solutions.

As a Director of Implementation, you will lead the strategic direction of implementation and customer onboarding across a portfolio of enterprise customers. You will oversee implementation teams, guide architectural design of customer solutions, and collaborate closely with Product, Engineering, and Revenue teams to ensure the platform evolves in alignment with customer needs and business priorities.

If you’re passionate about building high-performing teams, driving customer impact through data and technology, and shaping the future of sales operations, we’d love to hear from you.

What You'll Be Doing

Leadership & Strategy

• Define and lead the implementation strategy and operational framework for onboarding and scaling customer deployments.
• Build, mentor, and lead a high-performing implementation team, establishing best practices, processes, and standards for delivery excellence.
• Partner with executive leadership to align customer implementation strategy with company growth and product roadmap priorities.
• Establish KPIs and success metrics for implementation performance, customer outcomes, and operational efficiency.
  
  

Customer & Stakeholder Leadership

• Serve as a senior strategic advisor to executive and senior client stakeholders, guiding customers on how to optimize their sales compensation programs and operational processes.
• Oversee a portfolio of complex and enterprise customer relationships, ensuring successful implementations, renewals, and long-term value realization.
• Develop a deep understanding of each client’s business model, revenue strategy, and sales performance management framework.
  
  

Platform Architecture & Implementation Oversight

• Guide the architectural design of customer implementations, translating complex data structures, business rules, and compensation models into scalable platform configurations.
• Oversee the design of commission engine architecture, rules logic, and data pipelines to support accurate and scalable compensation processes.
• Ensure implementations adhere to best practices for data architecture, governance, and system scalability.
  
  

Cross-Functional Collaboration

• Partner closely with Product and Engineering leadership to translate customer needs and implementation insights into product improvements and new platform capabilities.
• Influence the product roadmap by advocating for features that drive automation, scalability, and improved customer outcomes.
• Collaborate with Sales, Customer Success, and Revenue Operations teams to ensure a seamless customer lifecycle experience.
  
  

Sales Performance Management Expertise

• Act as a thought leader in Sales Performance Management (SPM), advising customers on best practices for:
  
  
• incentive compensation plan design
• quota setting
• crediting rules
• commission operations
• payroll processes
  
  
• Identify opportunities to improve and modernize customer SPM processes through automation and analytics.
  
  

What We're Looking For

• Education or background in Engineering, Commerce, Mathematics, Statistics, or a related analytical field
• 8–12+ years of relevant experience, including leadership experience in implementation, consulting, revenue operations, or analytics-driven SaaS environments
• Experience with Sales Incentive Compensation or Sales Performance Management (SPM) platforms
• Proven experience building and leading implementation or customer operations teams in a SaaS or enterprise technology environment
• Strong experience working with large datasets and complex data architectures
• Deep understanding of system workflows, data modeling, and platform configuration
• Strong analytical mindset with the ability to translate business needs into scalable technical solutions
• Demonstrated ability to lead cross-functional initiatives and influence senior stakeholders
• Excellent organizational, communication, and executive presentation skills
  Advanced proficiency with Excel and analytical tools for data profiling, segmentation, and modeling
  
  

Additional Job Info:

• This position is for an existing vacancy

About The Team 

The GTM team sits at the center of Forma.ai’s growth engine, directly impacting pipeline, revenue, and our reputation in the market. This team is strategic, creative, and relentlessly focused on scaling an efficient, measurable go‑to‑market operation. 

What You'll Be Doing 

As Enterprise Business Development Representative, you’ll define and execute the strategy for targeting, engaging, and qualifying enterprise and global accounts. You’ll own the top of the funnel, creating high-touch, personalized outreach that generates opportunities for our senior enterprise AEs. 

Enterprise & Global Account Engagement 

• Identify and prioritize high-value enterprise and Fortune 500 accounts 

• Build and execute account-based engagement strategies tailored to CROs, CFOs, VPs of Sales Operations & VPs of Finance 

• Scale outbound outreach using automation and tools where appropriate, while maintaining a high-quality, personalized touch 

Pipeline & Opportunity Qualification 

• Own the process of turning target accounts into qualified opportunities for enterprise AEs 

• Collaborate with Sales, Marketing, and Product to craft compelling messaging and value propositions 

• Track engagement metrics and continuously optimize strategies for pipeline quality and speed 

Collaboration & Alignment 

• Work closely with the Senior Enterprise Sales Leader to align on target accounts, strategy, and qualification criteria 

• Work closely with marketing to identify and engage high-intent inbound leads and warm leads from marketing activities 

• Serve as the internal expert on account-based outreach, high-touch engagement, and qualification best practices 

• Partner cross-functionally to ensure smooth handoff of qualified opportunities 

What We're Looking For 

• 5+ years of experience in business development, enterprise BD, or strategic pipeline generation in B2B SaaS 

• Proven success engaging, qualifying, and generating opportunities for enterprise or global accounts 

• Experience talking to C-Suite and VPs at major global organizations (Fortune 500) 

• Experience with high ACV deals and long long sales cycles 

• Expertise in account-based strategies and highly personalized outreach 

• Experience scaling outreach and leveraging automation while maintaining a high-quality touch 

• Strong collaboration skills; experience working closely with senior enterprise sales leadership
• Comfort using CRM, analytics, and engagement tools to manage and measure top-of-funnel activities
• Excellent relationship-building, communication, and executive presence 

Additional Job Info:

• This position is for an existing vacancy

About The Team 

The GTM team sits at the center of Forma.ai’s growth engine, directly impacting pipeline, revenue, and our reputation in the market. This team is strategic, creative, and relentlessly focused on scaling an efficient, measurable go‑to‑market operations. 

What You'll Be Doing 

This is a systems‑first, strategic prospect engagement role. You’ll build, automate, and optimize the infrastructure that powers outbound and lead generation, not manage a list of manual tasks or spray generic messaging. 

Outbound Systems Design 

• Architect repeatable, data‑driven outbound systems across email, LinkedIn, and other channels 

• Define segmentation, prioritization rules, routing logic, and decision frameworks that scale with growth 

• Build workflows that capture, enrich, score, and route leads with minimal manual intervention  

Automation & Integration 

• Integrate CRM, enrichment, outbound, and GTM platforms into a cohesive stack 

• Leverage automation and AI to reduce manual work and accelerate pipeline creation 

• Develop inbound workflows to convert leads efficiently and deliver a positive lead experience 

• Build and maintain automation that reliably executes key GTM processes, from first touch through qualification  

Data Reliability & Systems Health 

• Design data pipelines and dashboards to monitor outbound performance and system integrity 

• Ensure clean, actionable revenue data across tools and workflows 

• Identify and fix bottlenecks in lead flow, conversion, and follow‑up  

Collaboration & Ownership 

• Partner with Sales, Marketing, and RevOps to translate strategy into systems that work 

• Define best practices and guardrails for outreach and automation 

• Own outbound tooling decisions and evolve the stack over time 

What We're Looking For 

• 6+ years experience in go‑to‑market operations, RevOps, GTM engineering, systems architecture, or related technical revenue roles 

• Strong understanding of CRM platforms (Salesforce, HubSpot), automation tools, and data workflows 

• Experience experimenting with integrating AI into GTM workflows and processes 

• Proven ability to architect scalable, automated GTM systems that reduce manual work 

• Comfort with analytics, dashboards, and monitoring KPIs tied to outbound performance 

• Experience integrating tools and building workflows that connect data, actions, and signals 

• Fluency with modern GTM stacks; ability to set up and evolve tooling in a high‑growth environment (e.g., Clay, n8n, Instantly, SalesNav, LeadIQ, Default Claude/ChatGPT) 

Additional Job Info:

• This position is for an existing vacancy

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: 

• Own the day-to-day customer relationship, building strong working relationships with senior client stakeholders across a portfolio of customers
• Act as an architect for a new customer, translating data inputs and required business logic into Forma rule / system logic, commission engine architecture and outputs
• Learn design of the company's platform to the extent of being able to independently complete updates, enhancements, and change requests
• Work with Forma.ai's Product and Engineering teams to articulate customer feedback that informs the priority of new product features and to implement new platform features to support continuous improvement and automation 
• Manage customer expectations regarding deliverables and project timelines, ensuring Forma is positioned for success
• Develop a deep understanding of each client's strategic positioning, key products, business model, and strategic objectives.
• Be responsible for developing Sales Performance Management (SPM) expertise by identifying areas of improvement in SPM processes (crediting, payroll process) and strategy (IC plan design, quota setting, etc.)

What we're looking for: 

• Education or Background in Engineering, Commerce, Mathematics and/or Statistics
• 0-2 years of relevant working experience
• Experience in working with large datasets 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

Additional Job Info:

• This position is for an existing vacancy
• Salary range: $55K - $70K CAD

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: 

• Own the day-to-day customer relationship, building strong working relationships with senior client stakeholders across a portfolio of customers
• Act as an architect for a new customer, translating data inputs and required business logic into Forma rule / system logic, commission engine architecture and outputs
• Learn design of the company's platform to the extent of being able to independently complete updates, enhancements, and change requests
• Work with Forma.ai's Product and Engineering teams to articulate customer feedback that informs the priority of new product features and to implement new platform features to support continuous improvement and automation 
• Manage customer expectations regarding deliverables and project timelines, ensuring Forma is positioned for success
• Develop a deep understanding of each client's strategic positioning, key products, business model, and strategic objectives.
• Be responsible for developing Sales Performance Management (SPM) expertise by identifying areas of improvement in SPM processes (crediting, payroll process) and strategy (IC plan design, quota setting, etc.)

What we're looking for: 

• Education or Background in Engineering, Commerce, Mathematics and/or Statistics
• +2 years of relevant working experience
• Experience in working with large datasets 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

Additional Job Info:

• This position is for an existing vacancy
• Salary range: $80K - $100K CAD

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