Own the ongoing operations for a portfolio of customers (i.e., rule building, process execution, reporting and dashboarding, and product support)
Create automated reporting (financial, sales performance, incentive compensation) for customers to support process automation and improve business visibility
Support design projects including analysis, financial modelling, project planning, customer workshops, and presentation/recommendation of findings
Identify potential opportunities for process improvement in client processes (e.g., process execution, data validation, dashboard updates). Explore new techniques, working models to improve design and improve processes.
Implement new Forma.ai platform features within your customer portfolio to support continuous improvement and automation
Build strong working relationships with key customer stakeholders, ensuring our clients realize Forma.ai's full value
Work with Forma.ai’s Product team to articulate customer feedback and support the development of new product features
Work with Forma.ai's Engineering team to implement new platform features within your customer portfolio to support continuous improvement and automation

3+ years of experience in tech implementation, management consulting, or similar quantitative focused role
Experience in working with large datasets
Understanding of logical structures of databases and workflows
Understanding of data architecture and process flows
Analytical problem-solving ability, organizational, and project management skills
Ability to take ownership and run projects in a fast-paced and evolving environment
Understanding of common analytical and presentation tools (i.e., Excel, PowerPoint)

Meaningful compensation. In addition to your base salary, you’ll join our employee stock ownership plan to further recognize your contributions to Forma.ai’s success.
Healthcare coverage. We have a full benefits package that includes medical, dental, vision, disability and life insurance, and a paid parental leave program.
Learning and development. Access the resources you want to help you grow in your role by utilizing our $750 yearly training stipend.
Growth. 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.

Customer Operations Associate

Key skills