About Forma.ai:

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 offers and ensuring that they get the most value from the platform.

What you'll be doing:

Reporting & Dashboarding
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

Data Analysis & Insights
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

Scripting & Automation
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)

Data Quality & Tooling
Take ownership of data cleanliness and integrity across GTM system

📌 Revenue Operations Associate Pune (India)
🏢 Forma.ai
📍 India