Forma.ai
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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 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
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.
Use of AI for Recruitment
Currently, Forma.ai does not use artificial intelligence as part of our recruitment process, specifically but not limited to the screening, filtering and shortlisting of applicants.
Our commitment to you:
Forma is a proud equal opportunity employer that is committed to creating a diverse and inclusive work environment. Every effort to accommodate candidates for accessibility will be made upon request. Information received related to accommodations will be addressed confidentially. We know that applying to a new role takes a lot of effort. You're encouraged to apply even if your experience doesn't precisely match the job description. There are many paths to a successful career and we’re looking forward to reading yours.
We thank all candidates for their interest however only qualified applicants will be shortlisted.
Ready to apply?
Apply to Forma.ai
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 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
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.
Use of AI for Recruitment
Currently, Forma.ai does not use artificial intelligence as part of our recruitment process, specifically but not limited to the screening, filtering and shortlisting of applicants.
Our commitment to you:
Forma is a proud equal opportunity employer that is committed to creating a diverse and inclusive work environment. Every effort to accommodate candidates for accessibility will be made upon request. Information received related to accommodations will be addressed confidentially. We know that applying to a new role takes a lot of effort. You're encouraged to apply even if your experience doesn't precisely match the job description. There are many paths to a successful career and we’re looking forward to reading yours.
We thank all candidates for their interest however only qualified applicants will be shortlisted.
Ready to apply?
Apply to Forma.ai
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 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
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.
Use of AI for Recruitment
Currently, Forma.ai does not use artificial intelligence as part of our recruitment process, specifically but not limited to the screening, filtering and shortlisting of applicants.
Our commitment to you:
Forma is a proud equal opportunity employer that is committed to creating a diverse and inclusive work environment. Every effort to accommodate candidates for accessibility will be made upon request. Information received related to accommodations will be addressed confidentially. We know that applying to a new role takes a lot of effort. You're encouraged to apply even if your experience doesn't precisely match the job description. There are many paths to a successful career and we’re looking forward to reading yours.
We thank all candidates for their interest however only qualified applicants will be shortlisted.
Ready to apply?
Apply to Forma.ai