<div class="content-intro"><h3><strong><span data-contrast="none">About Forma.ai:</span></strong><span data-ccp-props="{"201341983":0,"335551550":1,"335551620":1,"335559739":160,"335559740":259}"> </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. </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="{"201341983":0,"335551550":1,"335551620":1,"335559739":160,"335559740":259}"> </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="{"201341983":0,"335551550":1,"335551620":1,"335559739":160,"335559740":259}"> </span></p></div><p><strong><span data-contrast="auto">About the team:</span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </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="{"201341983":0,"335559739":160,"335559740":259}"> </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><strong><span data-contrast="none"> </span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span></p>
<h3><strong><span data-contrast="none">What you'll be doing:</span></strong><span data-contrast="none"> </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":300}"> </span></h3>
<h4><span data-contrast="none">Reporting & Dashboarding</span></h4>
<ul>
<li><span data-contrast="auto">Design, maintain, and enhance dashboards in BI tools (e.g., Looker Studio, Salesforce/HubSpot reports) to monitor marketing campaign performance, sales pipeline health, lead flow, and conversion metrics</span><span data-ccp-props="{"201341983":0,"335559740":279}"> </span></li>
<li><span data-contrast="auto">Automate recurring reports and implement self-serve analytics capabilities for GTM teams</span><span data-ccp-props="{"201341983":0,"335559740":279}"> </span></li>
</ul>
<h4><strong><span data-contrast="auto"><span data-ccp-charstyle="Strong">Data Analysis & Insights</span></span></strong><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></h4>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="13" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto"><span data-ccp-parastyle="Normal (Web)">Analyze funnel performance from top-of-funnel marketing campaigns to bottom-of-funnel sales outcomes</span></span></li>
<li data-leveltext="" data-font="Symbol" data-listid="13" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-ccp-parastyle="Normal (Web)">Provide</span><span data-ccp-parastyle="Normal (Web)"> regular insights </span><span data-ccp-parastyle="Normal (Web)">into</span> <span data-ccp-parastyle="Normal (Web)">key </span><span data-ccp-parastyle="Normal (Web)">KPI</span><span data-ccp-parastyle="Normal (Web)">s</span><span data-ccp-parastyle="Normal (Web)"> like </span><span data-ccp-parastyle="Normal (Web)">campaign ROI, customer acquisition cost (CAC), and attribution across channels</span></li>
<li data-leveltext="" data-font="Symbol" data-listid="13" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-ccp-parastyle="Normal (Web)">Support A/B testing initiatives, sales activity analysis, and segmentation strategies</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></li>
</ul>
<h4><strong><span data-contrast="auto"><span data-ccp-parastyle="Normal (Web)">Scripting & Automation</span></span></strong><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></h4>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{"335552541":1,"335559685":765,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto"><span data-ccp-parastyle="Normal (Web)">Write </span></span><span data-contrast="auto"><span data-ccp-charstyle="Strong">Python and SQL scripts</span></span><strong> </strong><span data-contrast="auto"><span data-ccp-parastyle="Normal (Web)">to</span><span data-ccp-parastyle="Normal (Web)"> extract, clean, and structure data from external sources (e.g., job boards, press releases, M&A feeds, web scraping APIs</span><span data-ccp-parastyle="Normal (Web)">)</span></span></li>
<li data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{"335552541":1,"335559685":765,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-ccp-parastyle="Normal (Web)">Build </span><span data-contrast="auto"><span data-ccp-charstyle="Strong">automated enrichment pipelines</span></span><span data-contrast="auto"><span data-ccp-parastyle="Normal (Web)"> to augment CRM and marketing data with third-party insights (e.g., firmographics, hiring activity, technology stack, funding events</span><span data-ccp-parastyle="Normal (Web)">)</span></span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></li>
</ul>
<h4><strong><span data-contrast="auto"><span data-ccp-charstyle="Strong">Data Quality & Tooling</span></span></strong><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></h4>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="15" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Take ownership of data cleanliness and integrity across GTM systems (e.g., Salesforce, HubSpot, Databricks), including investigating issues, proposing solutions, and manually resolving historical data problems when necessary</span></li>
<li data-leveltext="" data-font="Symbol" data-listid="15" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1">Maintain and improve key GTM logic — including lead scoring models, lifecycle stage transitions, attribution frameworks, and related automation rules — ensuring they are well-defined, consistent, and actionable<span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></li>
</ul>
<p> </p>
<h3><strong><span data-contrast="none">What we're looking for:</span></strong><span data-contrast="none"> </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":300}"> </span></h3>
<ul>
<li><span data-contrast="none">Background in Engineering, Commerce, Mathematics and/or Statistics</span></li>
<li><span data-ccp-parastyle="Normal (Web)">Natural curiosity about AI and emerging technologies — especially where they intersect with automation, data, and workflow orchestration across the GTM stack</span></li>
<li><span data-ccp-parastyle="Normal (Web)">Familiarity with </span><span data-ccp-parastyle="Normal (Web)">B2B</span><span data-ccp-parastyle="Normal (Web)"> go-to-market motions and how to measure their effectiveness</span></li>
<li><span data-ccp-parastyle="Normal (Web)">Experience in </span><span data-ccp-parastyle="Normal (Web)">report building, data analysis and workflow automation</span> <span data-ccp-parastyle="Normal (Web)">within a </span><span data-ccp-parastyle="Normal (Web)">GTM tech stack</span><span data-ccp-parastyle="Normal (Web)"> (</span><span data-ccp-parastyle="Normal (Web)">e.</span><span data-ccp-parastyle="Normal (Web)">g.</span><span data-ccp-parastyle="Normal (Web)"> Salesforce, HubSpot, Gong</span><span data-ccp-parastyle="Normal (Web)">, </span><span data-ccp-parastyle="Normal (Web)">BI tools</span><span data-ccp-parastyle="Normal (Web)">) </span></li>
<li><span data-ccp-parastyle="Normal (Web)">Proficiency</span><span data-ccp-parastyle="Normal (Web)"> in SQL or Python and familiarity with at least one BI tool (e.g., Power BI, Looker, Tableau)</span></li>
<li><span data-ccp-parastyle="Normal (Web)">3-5 years of related </span><span data-ccp-parastyle="Normal (Web)">experience</span></li>
<li>High achiever with a strong sense of ownership</li>
<li>Ability<span data-contrast="none"> to take ownership and run tasks in a fast-paced and evolving environment</span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":279}"> </span></li>
</ul>
<p> </p><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="{"201341983":0,"335559739":160,"335559740":259}"> </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="{"134233279":true,"201341983":0,"335551550":1,"335551620":1,"335559685":720,"335559737":0,"335559739":160,"335559740":259,"335559991":360}"> </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="{"134233279":true,"201341983":0,"335551550":1,"335551620":1,"335559685":720,"335559737":0,"335559739":160,"335559740":259,"335559991":360}"> </span></li>
</ul>
<h3><strong><span data-ccp-props="{"134233279":true,"201341983":0,"335551550":1,"335551620":1,"335559685":720,"335559737":0,"335559739":160,"335559740":259,"335559991":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. </span></p>
<h3><strong><span data-contrast="none">Our commitment to you:</span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </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="{"201341983":0,"335551550":1,"335551620":1,"335559739":160,"335559740":259}"> </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>
