Forma.ai - Senior Manager - Customer Operations

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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 :

• 5+ years of progressive experience in management consulting, finance, sales operations, tech implementation, or similar quantitative focused role
• 2+ 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