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Customer Operations Manager

Forma.ai7 days ago
Toronto, Canada
Senior Level
Full-Time

Top Benefits

Unlimited vacation, minimum 3 weeks.
Above industry average pay plus equity.
Comprehensive healthcare: medical, dental, vision, life, paid parental leave.

About the role

  • 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
  • Own the day-to-day customer relationship, building strong working relationships with senior client stakeholders across a portfolio of customers
  • 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
  • Learn design of the company’s platform to the extent of being able to independently complete updates, enhancements, and change requests
  • 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
  • Manage customer expectations regarding deliverables and project timelines, ensuring Forma is positioned for success
  • Develop a deep understanding of each client’s strategic positioning, key products, business model, and strategic objectives
  • 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.)

Benefits

  • Unlimited + Min. Vacation: All Formadillos (cute, right?) are required to take a minimum of three weeks vacation. If you need more, just ask!
  • Meaningful Compensation: In addition to being paid above the industry average, you’ll join in Forma.ai’s success with our employee equity plan.
  • Healthcare with Benefits: Enjoy a healthcare benefits package that includes extended medical, dental, vision, life insurance, and paid parental leave.
  • Learning & Development: Access the resources you need to grow in your personal and professional life with a yearly training stipend.
  • Flexible Working: North American employees can work from where they are most productive, whether that’s in our Toronto HQ, from home, or a combination of both.
  • Growth & Opportunity: Our rapid growth and novel approach is an opportunity to gain the kind of unique experience you can build a career on.- Experience in working with large datasets and a strong understanding of logical structures of databases and workflows a plus
  • Analytical problem-solving ability, organizational, and project management skills
  • Ability to take ownership and run with tasks in a fast-paced and evolving environment
  • Education or Background in Engineering, Commerce, Mathematics and/or Statistics
  • +4 years of relevant working experience
  • Understanding of common analytical and presentation tools (i.e., Excel, PowerPoint)
  • Strength in Excel to perform data profiling, segmentation, and aggregation
  • Understanding of data architecture and process flows
  • Experience with sales incentive compensation
  • Experience with SQL and/or Python

About Forma.ai

Software Development
51-200

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.

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