Customer Operations Associate

The role

The Customer Operations Associate will own ongoing operations for a portfolio of customers including rule building, process execution, and reporting. You will create automated reporting, support design projects, and implement new platform features to ensure clients realize full value.

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
• Identify potential opportunities for process improvement in client processes
• Implement new Forma.ai platform features within customer portfolios
• Build strong working relationships with key customer stakeholders
• Work with the Product team to articulate customer feedback
• Work with the Engineering team to implement new platform features

Required qualifications

• 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 skills
• 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)

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. They focus on changing how companies use sales intelligence to drive business strategy.