Remote
2-5
Implementation Associate
8/28/2025
The Associate, Customer Operations will manage day-to-day customer relationships and act as an architect for new customers by translating data inputs into system logic. They will also work with product and engineering teams to implement new features and optimize sales performance management processes.
Working Hours
40 hours/week
Company Size
51-200 employees
Language
English
Visa Sponsorship
No
About The Company
Forma.ai is a ground-breaking Sales Performance Management platform that fully integrates sales planning with rapid (and scalable) incentive compensation management.
Creating a single, complete source of truth with your data, our platform consolidates the planning and administration of territories, quotas, and incentives with all of their dependencies.
Trusted by innovators like Autodesk, Stryker, and Trustpilot, we're the only SPM platform on the market rapidly accelerating rule-building for incentive compensation plans with templates and a proprietary, collective data model.
Now global sales teams, revenue operations leaders, and compensation teams can collaboratively plan and deploy even the most complex SPM strategies at speed and scale.
About the Role
<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="none">About the Team:</span></strong><span data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335559685":0,"335559737":0,"335559738":240,"335559739":240,"335559740":279}"> </span></p>
<p><span data-contrast="none">The Customer Operations team works closely with new and existing customers by implementing product features, managing the operational parts of the platform, and optimizing our client’s sales performance management processes. We are always ready to support and help our customers to identify ways they can unleash the revenue-driving potential of their sales compensation program.</span><span data-contrast="auto"> </span><span data-ccp-props="{"134233117":false,"134233118":false,"335559738":240,"335559739":240}"> </span></p>
<p><span data-contrast="none">If you’re passionate about data analytics and want to contribute to sales operations, we’d love to hear from you!</span><span data-ccp-props="{"134233117":false,"134233118":false,"335559738":240,"335559739":240}"> </span></p>
<p><strong><span data-contrast="none">What you’ll be doing:</span></strong><span data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335559685":0,"335559737":0,"335559738":240,"335559739":240,"335559740":279}"> </span></p>
<ul>
<li>Own the day-to-day customer relationship, building strong working relationships with senior client stakeholders across a portfolio of customers</li>
<li>Act as an architect for a new customer, translating data inputs and required business logic into Forma rule / system logic, commission engine architecture and outputs</li>
<li>Learn design of the company's platform to the extent of being able to independently complete updates, enhancements, and change requests</li>
<li>Work with Forma.ai's Product and Engineering teams to articulate customer feedback that informs the priority of new product features and to implement new platform features to support continuous improvement and automation </li>
<li>Manage customer expectations regarding deliverables and project timelines, ensuring Forma is positioned for success</li>
<li>Develop a deep understanding of each client's strategic positioning, key products, business model, and strategic objectives.</li>
<li>Be responsible for developing Sales Performance Management (SPM) expertise by identifying areas of improvement in SPM processes (crediting, payroll process) and strategy (IC plan design, quota setting, etc.)</li>
</ul>
<p><strong>What we're looking for:</strong> </p>
<ul>
<li>Education or Background in Engineering, Commerce, Mathematics and/or Statistics</li>
<li>+2 years of relevant working experience</li>
<li>Experience in working with large datasets and a strong understanding of logical structures of databases and workflows a plus </li>
<li>Strength in Excel to perform data profiling, segmentation, and aggregation </li>
<li>Understanding of data architecture and process flows </li>
<li>Analytical problem-solving ability, organizational, and project management skills </li>
<li>Ability to take ownership and run with tasks in a fast-paced and evolving environment </li>
<li>Understanding of common analytical and presentation tools (i.e., Excel, PowerPoint)</li>
</ul>
<p><strong>Nice to haves:</strong> </p>
<ul>
<li>Experience with SQL and/or Python</li>
<li>Experience with sales incentive compensation</li>
</ul>
<p> </p><div class="content-conclusion"><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-contrast="none">Our commitment to you:</span></strong><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span></h3>
<p><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><span data-ccp-props="{"201341983":0,"335551550":1,"335551620":1,"335559739":160,"335559740":259}"> </span></p>
<p><span data-contrast="none">We thank all applicants for their interest.</span> </p></div>
Key Skills
Data AnalyticsCustomer Relationship ManagementProject ManagementAnalytical Problem-SolvingExcelSQLPythonSales Performance Management
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