--- title: 'Customer Operations Associate at Forma.ai' canonical: 'https://feeny.ai/job/customer-operations-associate-forma-ai-pune-t6z8j87cvph3' type: 'job' last_seen: '2026-09-07' --- # Customer Operations Associate at Forma.ai - **Company:** Forma.ai - **Location:** Pune, India - **Work type:** hybrid - **Posted:** 2022-08-10 - **Last confirmed live:** 2026-09-07 - **Apply:** https://job-boards.greenhouse.io/formaaiinc/jobs/4058418005 ## Job description About Forma.ai: [Forma.ai](https://www.forma.ai/) is a Series B 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. Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. We’re welcoming equally driven individuals who are excited about creating something big! About the team: 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. The Customer Operations team works closely with our customers, helping them to understand and take advantage of all the features [Forma.ai](http://forma.ai/) offers and ensuring that they get the most value from the platform. What you'll be doing: Reporting to the Senior Manager of Customer Operations, the Incentive Compensation Associate (known internally as Customer Operations Associate) will be contributing in the following areas: - 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 What we're looking for: - 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) ## What you can expect from us Meaningful compensation. In addition to your base salary, you’ll join our employee stock ownership plan to further recognize your contributions to [Forma.ai](http://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. Our Values: - Work well, together. 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. - Be precise. Be relentless. 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. - Love our tech. Love our customers. 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. ­ Use of AI for Recruitment Currently, Forma.ai does not use artificial intelligence as part of our recruitment process, specifically but not limited to the screening, filtering and shortlisting of applicants. Our commitment to you: Forma is a proud equal opportunity employer that is committed to creating a diverse and inclusive work environment. Every effort to accommodate candidates for accessibility will be made upon request. Information received related to accommodations will be addressed confidentially. 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. We thank all candidates for their interest however only qualified applicants will be shortlisted. ## About Forma.ai ## Company Overview - **One-liner**: Forma.ai provides an AI-powered enterprise sales compensation and performance management platform that helps organizations design, administer, and optimize incentive plans. - **Entity Type**: Private (Series B, $45M raised in 2022) - **Headquarters**: Toronto, Ontario, Canada - **Founded**: 2016 - **Founders**: Nabeil Alazzam ## Core Business - **Primary industry**: Sales Performance Management (SPM) / Sales Compensation Software - **Target customers**: B2B enterprise sales organizations (Fortune 500 and high-growth companies) - **Mission**: Reinvent the cumbersome, chaotic, and inefficient world of sales compensation by using AI and data science to optimize every dollar spent on sales incentives. ## Products & Services - **Forma.ai Platform**: A unified sales performance operating system that integrates territory planning, quota setting, incentive compensation, and analytics in a single data platform. Uses AI to automate plan configuration and logic. - **Prophet**: An integrated sales planning advisory service combining Forma.ai data scientists and strategy consultants with advanced sales analytics to deliver optimized territories, quotas, and incentive strategies. - **Forma Architect**: A module that brings together data from virtually any source to create a single source of truth for SPM, enabling machine learning models and advanced analytics. - **Modeling Engine**: Allows users to test and financially model compensation changes directly in the platform and deploy them instantly. - **600+ Pre-built Integrations**: Connects with CRM, HRIS, and other GTM data sources. ## Market Standing - **Valuation/Total Funding**: $58M total raised (Seed $3M, Series A $10M, Series B $45M led by ACME Capital in 2022) - **Key Metric**: Over $25 billion in commissions processed through the platform (as of 2022); 400% YoY growth leading up to Series B - **Notable Investors/Partners**: ACME Capital, Crosslink Capital, Gaingels, Golden Ventures, Uncork Capital, Xfund - **Growth Signals**: - Named a **G2 High Performer 2025/2026** and **Forrester Customer Favorite 2025** - Recognized on **Deloitte Fast 50 Canada 2024** and **Deloitte Fast 500 North America 2025** - Global expansion with offices in Toronto, Pune (India), and remote presence across North America - 145 total employees (as of Built In profile) with 22 open positions across engineering, customer operations, sales, and marketing ## Competitive Advantages - **AI-native platform**: Unlike competitors that offer only configuration tools, Forma.ai uses AI to automate plan design and logic, reducing the need for technical expertise. - **Unified data model**: Combines territory, quota, and incentive planning in a single source of truth, enabling rapid, data-driven decisions. - **Machine learning optimization**: Deploys ML models to improve forecasts, optimize sales coverage, and design winning comp plans. - **Customer obsession**: Acts as both adviser and operational partner, with a focus on trust and long-term relationships. ## Strategic Focus - Continue scaling the AI-powered platform to handle enterprise complexity and global deployments. - Expand global presence (offices in Toronto, Pune, and remote US/Canada) to support 24-hour customer support. - Deepen machine learning capabilities to optimize every aspect of sales compensation design and administration. - Grow customer base beyond current Fortune 500 clients. ## Why Work Here - **Culture**: Described as a "different kind of software company" with a focus on expertise, diverse perspectives, and customer-centricity. Team celebrates wins together. - **Flexible Working**: North American employees can work from home, the Toronto HQ, or a combination. Some roles are in-office (Toronto, Pune) or fully remote. - **Benefits**: - Above-industry-average compensation with employee equity plan - Unlimited vacation with a required minimum of three weeks - Yearly training stipend for personal and professional growth - Comprehensive healthcare (medical, dental, vision, life insurance) and paid parental leave - **Growth Opportunity**: Rapid growth (400% YoY) and novel approach provide unique experience; employees join at an early stage of a company disrupting a massive market (trillions in sales incentives). - **Engineering Culture**: Senior and staff engineering roles in backend, frontend, and data platform; focus on building a complex, integrated product. ## Sources 1. [forma.ai](https://www.forma.ai/) – Main product and platform details 2. [forma.ai/about](https://www.forma.ai/about) – Company history, funding, milestones 3. [job-boards.greenhouse.io/formaaiinc](http://job-boards.greenhouse.io/formaaiinc) – Current open positions and locations 4. [builtin.com/company/formaai](https://builtin.com/company/formaai) – Office locations, employee count, culture overview ## Other roles at Forma.ai - [Principal Consultant, Sales Effectiveness](https://feeny.ai/job/principal-consultant-sales-effectiveness-forma-ai-canada-or-stqsyx3tsn0f) — Canada OR, United States - [Senior Security Engineer](https://feeny.ai/job/senior-security-engineer-forma-ai-toronto-bm9xygwvewd3) — Toronto, Canada - [Operations Automation Engineer](https://feeny.ai/job/operations-automation-engineer-forma-ai-toronto-gccnfq6h5an3) — Toronto, Canada - [Senior Back End Engineer (Data Platform)](https://feeny.ai/job/senior-back-end-engineer-data-platform-forma-ai-toronto-5bppyxceq3tx) — Toronto, Canada - [Senior Software Engineer (Applications)](https://feeny.ai/job/senior-software-engineer-applications-forma-ai-toronto-1zrgb5y0qz9n) — Toronto, Canada - [Account Director](https://feeny.ai/job/account-director-forma-ai-toronto-79qgspakrezb) — Toronto, Canada - [Senior Frontend Engineer](https://feeny.ai/job/senior-frontend-engineer-forma-ai-toronto-x20yyyhdngg1) — Toronto, Canada - [Implementation Analyst](https://feeny.ai/job/implementation-analyst-forma-ai-toronto-c7h6qw5cj1m0) — Toronto, Canada - [Senior Product Manager- ICM Operations](https://feeny.ai/job/senior-product-manager-icm-operations-forma-ai-toronto-zb0e4q8ag6cj) — Toronto, Canada - [Senior Solutions Engineer](https://feeny.ai/job/senior-solutions-engineer-forma-ai-toronto-sk9bbg0fsme9) — Toronto, Canada