Revenue Operations Associate

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July 30

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Forma.ai

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Enterprise • Artificial Intelligence • SaaS

Forma. ai is an advanced AI-powered platform designed to automate and optimize sales compensation management. Their CompOps Engine transforms sales compensation processes by enabling users to dynamically build, test, and run incentive plans with automation. Forma. ai helps businesses automate manual tasks and optimize revenue through intuitive modeling, making sales operations more efficient while reducing costs. The platform serves various functions like sales territory planning, incentive compensation management, and sales performance data management for enterprises. By leveraging AI, Forma. ai offers real-time analysis and automation that enable businesses to plan, deploy, and govern sales compensation effectively.

51 - 200 employees

🏢 Enterprise

🤖 Artificial Intelligence

☁️ SaaS

💰 $45M Series B on 2022-05

📋 Description

• Forma.ai is a Series B startup that’s revolutionizing how sales compensation is designed, managed and optimized. • We're welcoming equally driven individuals who are excited about creating something big! • 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. • Help customers understand and take advantage of all the features Forma.ai offers and ensuring that they get the most value from the platform. • 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. • Automate recurring reports and implement self-serve analytics capabilities for GTM teams. • Analyze funnel performance from top-of-funnel marketing campaigns to bottom-of-funnel sales outcomes. • Provide regular insights into key KPIs like campaign ROI, customer acquisition cost (CAC), and attribution across channels. • Support A/B testing initiatives, sales activity analysis, and segmentation strategies. • Write Python and SQL scripts to extract, clean, and structure data from external sources (e.g., job boards, press releases, M&A feeds, web scraping APIs). • Build automated enrichment pipelines to augment CRM and marketing data with third-party insights (e.g., firmographics, hiring activity, technology stack, funding events). • 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. • 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.

🎯 Requirements

• Background in Engineering, Commerce, Mathematics and/or Statistics • Natural curiosity about AI and emerging technologies — especially where they intersect with automation, data, and workflow orchestration across the GTM stack • Familiarity with B2B go-to-market motions and how to measure their effectiveness • Experience in report building, data analysis and workflow automation within a GTM tech stack (e.g. Salesforce, HubSpot, Gong, BI tools) • Proficiency in SQL or Python and familiarity with at least one BI tool (e.g., Power BI, Looker, Tableau) • 3-5 years of related experience • High achiever with a strong sense of ownership • Ability to take ownership and run tasks in a fast-paced and evolving environment