Senior Business Analyst

About Forma.ai

Forma.ai is a Series B 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.

Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy.

We’re welcoming equally driven individuals who are excited about creating something big! Reporting to the VP, Analytics & Data Science, the Senior Business Analyst plays a critical role in understanding customers’ needs and translating them into technical solutions using the Forma platform. You’ll design and deliver tailored solutions, serve as a trusted technical advisor, and collaborate closely with our internal teams.

What you'll do

• Engage with clients and internal stakeholders to understand business requirements and translate them into technical specifications
• Design and implement ETL pipelines, data models, and workflows using PySpark and Databricks
• Support our professional services team with extracting, transforming, and analyzing client data to optimize their incentive compensation and sales performance strategies
• Create thorough documentation and contribute to internal knowledge bases and process improvement initiatives
• Lead technical initiatives to improve data infrastructure, performance, and reliability
• Mentor junior team members and promote best practices in data quality, testing, and governance

What we're looking for

Required

• Minimum 5 years of experience in a technical role such as Business Analyst, Data Engineer, or Analytics Engineer
• Proficient at writing complex and efficient Python scripts and SQL queries
• Experience with modern data lakehouse architectures (Databricks, Snowflake), and an understanding of what drives performance and cost
• A customer-first mindset, with a proven track record of understanding customer challenges and delivering impactful solutions
• Excellent verbal and written communication skills, capable of translating complex technical concepts for non-technical audiences
• Collaborative approach, with experience working across engineering, product, sales, and customer success teams
• Interest in exploring and adopting emerging technologies to enhance data ingestion and processing efficiency

Nice to have

• Experience in machine learning or business intelligence (BI)
• Familiarity with cloud platforms (AWS, Azure, or GCP)
• Experience working with Salesforce and other financial data sources
• Prior experience in ICM (incentive compensation management), SPM (sales performance management), or sales roles.

Our values

• Work well, together. 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.
• Be precise. Be relentless. 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.
• Love our tech. Love our customers. 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.

Our commitment to you

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.

We thank all applicants for their interest.