Customer Operations Associate, Forma.ai
Sales performance management software
Be an early applicant
Sales performance management software
101-200 employees
Be an early applicant
101-200 employees
Company mission
To help organizations to design, execute, and optimize their sales compensation strategy within a single platform.
Role
Who you are
- 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)
Desirable
- Experience with SQL and/or Python
- Experience with sales incentive compensation
What the job involves
- 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!
- 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.)
Our take
Sales operation is notoriously every organisation’s noisiest department, and one that has seen relatively little innovation thus far. There has been a widening gap in efficiency and optimisation for many of the functions that make up sales operations. Forma.ai, a compensation-focused AI software company, provides its customers with an avenue to improve general sales performance by enabling them to enhance sales performance activities through automation.
The company’s current niche focus is contrary to the wide-net approach that major industry players like Salesforce have taken, but Forma.ai is already proving to be a much needed product offering. It promises customers endless sales improvement solutions and implementation strategies - all using AI and end-to-end automation - and thus has secured several large clients such as TrustPilot, Autodesk, Redis, and Stryker.
The company has achieved impressive revenue growth amid rapid enterprise adoption of its platform, and is now focused on expanding its headcount, as well as accelerate product development and go-to-market initiatives to meet growing demand for its products.
Steph
Company Specialist at Welcome to the Jungle
Insights
-15% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
May 2022
$45m
SERIES B
Mar 2021
$10m
SERIES A
Total funding: $58m
Company benefits
- Meaningful Compensation: In addition to being paid above the industry average, you'll join in Forma.ai's success with our employee equity plan
- Healthcare with Benefits: Enjoy a healthcare benefits package that includes extended medical, dental, vision, life insurance, and paid parental leave
- Unlimited + Min. Vacation: All Formadillos (cute, right?) are required to take a minimum of three weeks vacation. If you need more, just ask!
- Learning & Development: Access the resources you need to grow in your personal and professional life with a yearly training stipend
- Flexible Working: North American employees can work from where they are most productive, whether that's in our Toronto HQ, from home, or a combination of both
- Growth & Opportunity: Our rapid growth and novel approach is an opportunity to gain the kind of unique experience you can build a career on
Company HQ
South Core, Toronto, ON
Leadership
Nabeil Alazzam
(Founder & CEO)Previously co-founded Primer Business Solutions, before moving on to work as a Management Consultant at ZS Associates, and then serving as VP of Sales at Spoonity.
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