Forma.ai

Revenue Operations Associate

Pune, Maharashtra, India

Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
SaaS, Sales Technology, FintechIndustries

Requirements

Candidates should have a background in Engineering, Commerce, Mathematics, or Statistics, with 3-5 years of related experience. Proficiency in SQL or Python and familiarity with at least one BI tool such as Power BI, Looker, or Tableau is required. Experience in report building, data analysis, and workflow automation within a GTM tech stack (e.g., Salesforce, HubSpot, Gong, BI tools) is necessary. A natural curiosity about AI and emerging technologies, particularly in automation, data, and workflow orchestration across the GTM stack, is expected. Familiarity with B2B go-to-market motions and their effectiveness measurement is also needed. The ideal candidate is a high achiever with a strong sense of ownership, capable of managing tasks in a fast-paced, evolving environment.

Responsibilities

The Revenue Operations Associate will design, maintain, and enhance dashboards using BI tools to monitor marketing campaign performance, sales pipeline health, lead flow, and conversion metrics. They will automate recurring reports and implement self-serve analytics for GTM teams. Responsibilities include analyzing funnel performance from marketing campaigns to sales outcomes, providing insights into key KPIs like campaign ROI and customer acquisition cost (CAC), and supporting A/B testing, sales activity analysis, and segmentation strategies. The role involves writing Python and SQL scripts for data extraction, cleaning, and structuring from external sources, and building automated enrichment pipelines to augment CRM and marketing data with third-party insights. Additionally, the associate will take ownership of data cleanliness and integrity across GTM systems, investigate and resolve data issues, and maintain GTM logic such as lead scoring models and lifecycle stage transitions.

Skills

Python
SQL
Looker Studio
Salesforce Reports
HubSpot Reports
BI Tools
Data Analysis
Reporting
Dashboarding
A/B Testing
CRM
Marketing Automation
Web Scraping
API Integration
Data Extraction
Data Cleaning
Data Structuring
Sales Compensation
Customer Operations

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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