Forma. ai
CustomerOperationsAnalyst
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Customer Operations Analyst at Forma. ai. Skills: Customer operations, Incentive compensation, Process automation. Own ongoing operations for customers. Build rules”
Industry & Context.
Analytical problem-solving
What You'll Do.
Own ongoing operations for customers
Create automated reporting
Support design projects
Implement new platform features
Build working relationships
How You'll Work.
Team & Collaboration
Customer stakeholders; Senior Manager Customer Operations
Process & Methodology
Project management
Full Job Description
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 to the Senior Manager of Customer Operations, the Incentive Compensation Analyst (known internally as a Customer Operations Analyst) 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 What we're looking for: 1+ years of experience in a quantitative focused role Strength in Excel to perform data profiling, segmentation and aggregation Experience in working with large datasets and a strong understanding of logical stru
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