Role & responsibilities :
- Develop a strong understanding of the Forma.ai product and platform to establish yourself as a product expert
- Lead the ongoing operations for a portfolio of customers (i.e., commissions rule building, process execution, reporting and dashboarding, and overall product support)
- Implement new Forma.ai platform features within your customer portfolio to support continuous improvement and automation
- 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
- Lead design projects, including analysis, financial modelling, project planning, customer workshops, and presentation/recommendation of findings
- Guide and coach your team of Analysts/Associates to be high performing and client-focused
- Act as the main point of contact for senior customer stakeholders, establishing yourself as a trusted partner for your customers
- Be the main point of contact for Product team to articulate customer feedback and support the development of new product features
- Collaborate with the Engineering team to implement new platform features within your customer portfolio to support continuous improvement and automation
Preferred candidate profile :
- 3+ years of progressive experience in management consulting, finance, sales operations, tech implementation, or similar quantitative focused role
- 1+ years of experience leading project teams
- Strong experience in leading the planning and execution of projects with multiple deliverables and stages
- Strong analytical problem-solving, organizational and project management skills
- Excellent communication skills, able to lead technical discussions with a non-technical audience
- Exceptional understanding of common analytical and presentation tools (Excel, PowerPoint)
- Experience with SQL and/or Python
- Have a sales incentive compensation background
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