Customer Operations Analyst

The role

The Customer Operations Analyst will own ongoing operations for a portfolio of customers including rule building, process execution, reporting, and product support. You will create automated reporting and support design projects through financial modelling and analysis.

What you will do

• Own ongoing operations for a portfolio of customers
• Create automated reporting for customers
• Support design projects including analysis, financial modelling, and project planning
• Implement new Forma.ai platform features within customer portfolios
• Build strong working relationships with key customer stakeholders

Required qualifications

• 1+ years of experience in a quantitative focused role
• Strength in Excel to perform data profiling, segmentation and aggregation
• Experience in working with large datasets
• Strong understanding of logical structures of databases and workflows
• Understanding of data architecture and process flows
• Analytical problem-solving ability
• Organizational skills
• Project management skills

Benefits

• Employee stock ownership plan
• Medical insurance
• Dental insurance
• Vision insurance
• Disability insurance
• Life insurance
• Paid parental leave program
• $750 yearly training stipend

About the company

Forma.ai is a Series B startup that handles billions in annual managed commissions for market leaders. The company focuses on sales intelligence to drive business strategy.