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Forma.ai

Real-time sales compensation modeling platform

Customer Operations Analyst

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timePune, Maharashtra, IndiaNo salary listedHybrid

About the Job

Requirements

  • 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 structures of databases and workflows
  • Understanding of data architecture and process flows
  • Analytical problem-solving ability, organizational, and project management skills

Responsibilities

  • 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

About the Company

Forma.ai

Real-time sales compensation modeling platform

Forma.ai provides a real-time modeling platform that helps businesses optimize sales compensation. It lets customers test different compensation ideas against historical data to estimate costs and potential impact, then implement the best-performing plan. The product works by running simulations on past sales data to forecast outcomes under various pay structures, enabling quick experimentation and rollout of new strategies. Forma.ai differentiates itself by offering live, scenario-based testing at scale for organizations ranging from startups to large enterprises across the globe, including customers like Autodesk. Its business model is service-based, typically charging a subscription fee for access to the platform. The company aims to turn sales compensation into a strategic advantage by making it faster and easier to design, compare, and deploy compensation plans that align with business goals.

Company size
51-200
Company stage
Series B
Total funding
$58M
Headquarters
Toronto, Canada
Founded
2016

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