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Customer Operations Associate

Forma.ai
PuneHybrid21h ago
Seniority
Junior

About the role

<div class="content-intro"><h3><strong><span data-contrast="none">About Forma.ai:</span></strong><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span></h3> <p><span data-contrast="none"><a href="https://www.forma.ai/" target="_blank">Forma.ai</a> is a Series B</span><span data-contrast="none"> 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.&nbsp;</span></p> <p><span data-contrast="none">Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. </span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span></p> <p><span data-contrast="none">We’re welcoming equally driven individuals who are excited about creating something big!</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span></p></div><p><strong><span data-contrast="auto">About the team:</span></strong><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span></p> <p><span data-contrast="auto">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.</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span></p> <p><span data-contrast="auto">The Customer Operations team works closely with our customers, helping them to understand and take advantage of all the features </span><a href="http://forma.ai/"><span data-contrast="none">Forma.ai</span></a><span data-contrast="auto"> offers and ensuring that they get the most value from the platform.</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span></p> <p><strong><span data-contrast="auto">What you'll be doing:</span></strong><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span></p> <p><span data-contrast="auto">Reporting to the Senior Manager of Customer Operations, the </span><strong><span data-contrast="auto">Incentive Compensation Associate</span></strong><span data-contrast="auto"> (known internally as Customer Operations Associate) will be contributing in the following areas:</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span></p> <ul> <li data-leveltext="●" data-font="Noto Sans Symbols" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Noto Sans Symbols&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;●&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="none">Own the ongoing operations for a portfolio of customers (i.e., rule building, process execution, reporting and dashboarding, and product support)</span></li> <li data-leveltext="●" data-font="Noto Sans Symbols" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Noto Sans Symbols&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;●&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Create automated reporting (financial, sales performance, incentive compensation) for customers to support process automation and improve business visibility</li> <li data-leveltext="●" data-font="Noto Sans Symbols" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Noto Sans Symbols&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;●&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Support design projects including analysis, financial modelling, project planning, customer workshops, and presentation/recommendation of findings</li> <li data-leveltext="●" data-font="Noto Sans Symbols" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Noto Sans Symbols&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;●&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Identify potential opportunities for process improvement in client processes (e.g., process execution, data validation, dashboard updates). Explore new techniques, working models to improve design and improve processes.</li> <li data-leveltext="●" data-font="Noto Sans Symbols" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Noto Sans Symbols&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;●&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Implement new Forma.ai platform features within your customer portfolio to support continuous improvement and automation</li> <li data-leveltext="●" data-font="Noto Sans Symbols" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Noto Sans Symbols&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;●&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Build strong working relationships with key customer stakeholders, ensuring our clients realize Forma.ai's full value</li> <li data-leveltext="●" data-font="Noto Sans Symbols" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Noto Sans Symbols&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;●&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Work with Forma.ai’s Product team to articulate customer feedback and support the development of new product features</li> <li data-leveltext="●" data-font="Noto Sans Symbols" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Noto Sans Symbols&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;●&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Work with Forma.ai's Engineering team to implement new platform features within your customer portfolio to support continuous improvement and automation<span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span></li> </ul> <p><strong><span data-contrast="auto">What we're looking for:</span></strong><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span></p> <ul> <li data-leveltext="●" data-font="Noto Sans Symbols" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Noto Sans Symbols&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;●&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="3" data-aria-level="1"><span data-contrast="none">3+ years of experience in tech implementation, management consulting, or similar quantitative focused role</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}">&nbsp;</span></li> <li data-leveltext="●" data-font="Noto Sans Symbols" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Noto Sans Symbols&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;●&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="4" data-aria-level="1"><span data-contrast="none">Experience in working with large datasets</span></li> <li data-leveltext="●" data-font="Noto Sans Symbols" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Noto Sans Symbols&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;●&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="4" data-aria-level="1">Understanding of logical structures of databases and workflows</li> <li data-leveltext="●" data-font="Noto Sans Symbols" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Noto Sans Symbols&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;●&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="4" data-aria-level="1">Understanding of data architecture and process flows</li> <li data-leveltext="●" data-font="Noto Sans Symbols" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Noto Sans Symbols&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;●&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="4" data-aria-level="1">Analytical problem-solving ability, organizational, and project management skills</li> <li data-leveltext="●" data-font="Noto Sans Symbols" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Noto Sans Symbols&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;●&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="4" data-aria-level="1">Ability to take ownership and run projects in a fast-paced and evolving environment</li> <li data-leveltext="●" data-font="Noto Sans Symbols" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Noto Sans Symbols&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;●&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="4" data-aria-level="1">Understanding of common analytical and presentation tools (i.e., Excel, PowerPoint)<span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span></li> </ul><div class="content-conclusion"><h2>What you can expect from us</h2> <p><strong>Meaningful compensation.</strong> In addition to your base salary, you’ll join our employee stock ownership plan to further recognize your contributions to <a href="http://Forma.ai">Forma.ai</a>’s success.</p> <p><strong>Healthcare coverage.</strong> We have a full benefits package that includes medical, dental, vision, disability and life insurance, and a paid parental leave program.</p> <p><strong>Learning and development.</strong> Access the resources you want to help you grow in your role by utilizing our $750 yearly training stipend.</p> <p><strong>Growth.</strong> 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.<strong><span data-contrast="none"></span></strong></p> <h3><strong><span data-contrast="none">Our Values:</span></strong><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span></h3> <ul> <li data-leveltext="" data-font="Symbol" data-listid="7" data-aria-posinset="3" data-aria-level="1"><strong><span data-contrast="none">Work well, together. </span></strong><span data-contrast="none">We’re real. We have kids and pets. Mortgages and student loans. We’re in this together, so no matter how brilliant any one of us is, we always play nice with one another – no exceptions.</span><span data-ccp-props="{&quot;134233279&quot;:true,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559685&quot;:720,&quot;335559737&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259,&quot;335559991&quot;:360}">&nbsp;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="7" data-aria-posinset="4" data-aria-level="1"><strong><span data-contrast="none">Be precise. Be relentless. </span></strong><span data-contrast="none">We believe complacency breeds failure, so we set new goals as quickly as we achieve them. We persist in the face of adversity, learn from our mistakes, and push each other to continuously improve. The status-quo is kryptonite.</span></li> <li data-leveltext="" data-font="Symbol" data-listid="7" data-aria-posinset="4" data-aria-level="1"><strong><span data-contrast="none">Love our tech. Love our customers. </span></strong><span data-contrast="none">Our platform solves a very complex problem in a currently underserved market. While everyone at Forma isn’t customer-facing, we’re all customer-focused. Maybe even slightly customer-obsessed. ­</span><span data-ccp-props="{&quot;134233279&quot;:true,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559685&quot;:720,&quot;335559737&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259,&quot;335559991&quot;:360}">&nbsp;</span></li> </ul> <h3><strong><span data-ccp-props="{&quot;134233279&quot;:true,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559685&quot;:720,&quot;335559737&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259,&quot;335559991&quot;:360}"><br>Use of AI for Recruitment</span></strong></h3> <p><span data-contrast="none">Currently, Forma.ai does not use</span><span data-contrast="none"> artificial intelligence as part of our recruitment process, specifically but not limited to the screening, filtering and shortlisting of applicants.&nbsp;&nbsp;</span></p> <h3><strong><span data-contrast="none">Our commitment to you:</span></strong><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span></h3> <p class="p1">Forma is a proud equal opportunity employer that is committed to creating a diverse and inclusive work environment.<span data-ccp-props="{&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559739&quot;:160,&quot;335559740&quot;:259}">&nbsp;</span>Every effort to accommodate candidates for accessibility will be made upon request. Information received related to accommodations will be addressed confidentially. <span data-contrast="none">We know that applying to a new role takes a lot of effort. You're encouraged to apply even if your experience doesn't precisely match the job description. There are many paths to a successful career and we’re looking forward to reading yours.</span></p> <p><span data-contrast="none">We thank all candidates for their interest </span>however only qualified applicants will be shortlisted.</p></div>

Perks & benefits

  • Medical Insurance
  • Learning Budget
  • Equity Compensation

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