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 systems (e.g., Salesforce, HubSpot, Databricks), including investigating issues, proposing solutions, and manually resolving historical data problems when necessary
• Maintain and improve key GTM logic — including lead scoring models, lifecycle stage transitions, attribution frameworks, and related automation rules — ensuring they are well-defined, consistent, and actionable

What we're looking for:

• Background in Engineering, Commerce, Mathematics and/or Statistics
• Natural curiosity about AI and emerging technologies — especially where they intersect with automation, data, and workflow orchestration across the GTM stack
• Familiarity with B2B go-to-market motions and how to measure their effectiveness
• Experience in report building, data analysis and workflow automation within a GTM tech stack (e.g. Salesforce, HubSpot, Gong, BI tools)
• Proficiency in SQL or Python and familiarity with at least one BI tool (e.g., Power BI, Looker, Tableau)
• 3-5 years of related experience
• High achiever with a strong sense of ownership
• Ability to take ownership and run tasks in a fast-paced and evolving environment