Forma.ai is hiring a
Customer Operations Analyst

Summary

Join our team at Forma.ai as a Customer Operations Analyst and contribute to the success of our customers by implementing product features, managing operational parts of the platform, and optimizing sales performance management processes.

Requirements

• 1+ years of experience in a quantitative focused / analytical role
• Experience in working with large datasets (SQL) and a strong understanding of logical structures of databases and workflows
• 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)

Responsibilities

• 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

Benefits

• 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