Customer Operations Analyst, Forma.ai
Sales performance management software
Job no longer available
Sales performance management software
101-200 employees
Job no longer available
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
- 0-2 years of experience in a quantitative focused / analytical role
- Education or Background in Engineering, Commerce, Mathematics and/or Statistics
- 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)
What the job involves
- Reporting to Manager/Senior Manager of Customer Operations
- 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)
- Support onboarding activities for new customers, including compensation plan rule building, data analysis, quality control, and interaction with key customer stakeholders
- Support design projects including analysis, financial modelling, project planning, customer workshops, and presentation/recommendation of findings
- Scope, build and test automated workflows, processes and reporting capabilities to support automation of incentive compensation processes and improve business visibility
- Build and maintain working relationships with customer stakeholders, ensuring our clients realize Forma.ai's full value
- 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
Application process
- Please note all interviews are currently being conducted virtually
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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