Revenue Operations Associate

Summary

Join Forma.ai, a Series B startup revolutionizing sales compensation, as a Customer Operations team member. You will design, maintain, and enhance dashboards, automate reports, and analyze funnel performance to provide key insights. Responsibilities include scripting and automation using Python and SQL, ensuring data quality across GTM systems, and maintaining key GTM logic. The ideal candidate possesses a background in Engineering, Commerce, Mathematics, or Statistics, with experience in report building, data analysis, and workflow automation. A minimum of 3-5 years of related experience is required. Forma.ai values collaboration, precision, and a customer-focused approach.

Requirements

• Background in Engineering, Commerce, Mathematics and/or Statistics
• Natural curiosity about AI and emerging technologies — especially where they intersect with automation, data, and workflow orchestration across the GTM stack
• Familiarity with B2B go-to-market motions and how to measure their effectiveness
• Experience in report building, data analysis and workflow automation within a GTM tech stack ( e. g. Salesforce, HubSpot, Gong , BI tools )
• Proficiency in SQL or Python and familiarity with at least one BI tool (e.g., Power BI, Looker, Tableau)
• 3-5 years of related experience
• High achiever with a strong sense of ownership
• Ability to take ownership and run tasks in a fast-paced and evolving environment

Responsibilities

• Design, maintain, and enhance dashboards in BI tools (e.g., Looker Studio, Salesforce/HubSpot reports) to monitor marketing campaign performance, sales pipeline health, lead flow, and conversion metrics
• Automate recurring reports and implement self-serve analytics capabilities for GTM teams
• Analyze funnel performance from top-of-funnel marketing campaigns to bottom-of-funnel sales outcomes
• Provide regular insights into key KPIs like campaign ROI, customer acquisition cost (CAC), and attribution across channels
• Support A/B testing initiatives, sales activity analysis, and segmentation strategies
• Write Python and SQL scripts to extract, clean, and structure data from external sources (e.g., job boards, press releases, M&A feeds, web scraping APIs )
• Build automated enrichment pipelines to augment CRM and marketing data with third-party insights (e.g., firmographics, hiring activity, technology stack, funding events )
• Take ownership of data cleanliness and integrity across GTM systems (e.g., Salesforce, HubSpot, Databricks), including investigating issues, proposing solutions, and manually resolving historical data problems when necessary
• Maintain and improve key GTM logic — including lead scoring models, lifecycle stage transitions, attribution frameworks, and related automation rules — ensuring they are well-defined, consistent, and actionable