[Remote] Associate, Customer Operations at Forma.ai

Toronto, Ontario, Canada

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Sales Technology, SaaS, FintechIndustries

Skills

Key technologies and capabilities for this role

Customer Relationship ManagementData AnalysisSales CompensationProduct ImplementationProject ManagementBusiness LogicSystem ArchitectureCustomer FeedbackAutomation

Questions & Answers

Common questions about this position

What education or background is required for this role?

Candidates should have an education or background in Engineering, Commerce, Mathematics and/or Statistics, plus at least 2 years of relevant working experience.

What key skills are needed for the Associate, Customer Operations position?

Strength in Excel for data profiling, segmentation, and aggregation is required, along with understanding of data architecture and process flows, analytical problem-solving, organizational and project management skills, and proficiency with analytical tools like Excel and PowerPoint.

Is experience with SQL or Python required?

Experience with SQL and/or Python is listed as a nice-to-have, not a requirement.

What is the work environment like at Forma.ai?

The role is in a fast-paced and evolving environment where you need the ability to take ownership and run with tasks, as part of a Customer Operations team that supports customers closely.

What makes a strong candidate for this position?

A strong candidate has a relevant educational background, 2+ years of experience, strength in Excel and data handling, plus nice-to-haves like SQL/Python experience and knowledge of sales incentive compensation, along with analytical and project management skills.

Forma.ai

Platform for optimizing sales compensation strategies

About Forma.ai

Forma.ai provides a platform designed to help businesses improve their sales compensation strategies. The platform allows users to model different compensation plans in real-time, enabling them to test various ideas against historical data. This helps businesses understand the potential costs and benefits of new compensation strategies before implementing them. Forma.ai stands out from competitors by focusing on real-time modeling, which allows for quick adjustments and informed decision-making. The goal of Forma.ai is to empower businesses, from small startups to large corporations, to turn their sales compensation into a strategic advantage.

Toronto, CanadaHeadquarters

2016Year Founded

$56.4MTotal Funding

SERIES_BCompany Stage

Enterprise Software, Financial ServicesIndustries

51-200Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Professional Development Budget

Company Equity

Risks

Integration challenges from SeaMonster acquisition may disrupt service delivery.

Shift to usage-based pricing models could affect Forma.ai's revenue stability.

Increased competition from data automation platforms like Syncari threatens market position.

Differentiation

Forma.ai uses real-time modeling to optimize sales compensation strategies.

The platform allows businesses to test and implement new compensation ideas easily.

Forma.ai's acquisition of SeaMonster enhances its activity-based sales incentives capabilities.

Upsides

Recent USD$45M Series B funding boosts product development and market expansion.

Acquisition of SeaMonster positions Forma.ai as a leader in activity-based incentives.

Trend towards usage-based pricing could broaden Forma.ai's business appeal.

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