Customer Operations Associate, 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 reinvent the cumbersome, chaotic, and wildly inefficient world of sales compensation.
Role
Who you are
- 3+ years of experience in tech implementation, management consulting, or similar quantitative focused role
- Experience in working with large datasets
- Understanding of logical structures of databases and workflows
- Understanding of data architecture and process flows
- Analytical problem-solving ability, organizational, and project management skills
- Ability to take ownership and run projects in a fast-paced and evolving environment
- Understanding of common analytical and presentation tools (i.e., Excel, PowerPoint)
What the job involves
- The Customer Operations team is at the heart of Forma.ai's mission. This team has a direct impact on the growth of Forma.ai. They are results-driven and solutions-minded
- The Customer Operations team work closely with our customers, helping them to understand and take advantage of all the features Forma.ai offers and ensuring that they get the most value from the platform
- Reporting to the Senior Manager of Customer Operations, the Customer Operations Associate will be contributing in the following areas:
- Own the ongoing operations for a portfolio of customers (i.e., rule building, process execution, reporting and dashboarding, and product support)
- Create automated reporting (financial, sales performance, incentive compensation) for customers to support process automation and improve business visibility
- Support design projects including analysis, financial modelling, project planning, customer workshops, and presentation/recommendation of findings
- Implement new Forma.ai platform features within your customer portfolio to support continuous improvement and automation
- Build strong working relationships with key customer stakeholders, ensuring our clients realize Forma.ai's full value
- Work with Forma.ai’s Product team to articulate customer feedback and support the development of new product features
- Work with Forma.ai's Engineering team to implement new platform features within your customer portfolio 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 optimization 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
East Bayfront, 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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