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 current 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.
Requirements Understanding of data architecture and process flows
Analytical problem-solving ability, organizational, and project management skills
Ability to take ownership and run with tasks in a fast-paced and evolving workplace
Education or Background in Engineering, Commerce, Mathematics and/or Statistics+4 years of relevant working experience
Strength in Excel to perform data profiling, segmentation, and aggregation
Experience in working with large datasets and a strong understanding of logical structures of databases and workflows a plus
Understanding of common analytical and presentation tools (i.e., Excel, PowerPoint)
Experience with sales incentive compensation
Experience with SQL and/or Python

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📌 Customer Operations Manager (Ontario)
🏢 Forma.ai
📍 Ontario