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Revenue Operations Associate


Published: Mon, 04 Aug 2025 10:50:29 GMT

Position: Revenue Operations Associate at Forma.ai

Company Overview:

Forma.ai is a rapidly growing Series B startup that is transforming the way companies manage and optimize sales compensation. Our innovative platform, used by top market leaders such as Edmentum, Stryker, and Autodesk, handles billions of dollars in annual managed commissions. We are dedicated to revolutionizing sales intelligence and driving business strategy.

Join our team of highly motivated individuals who share our passion for creating something big!

About the Role:

As a Revenue Operations Associate, you will play a crucial role in Forma.ai’s mission. You will work closely with our customers to ensure they fully utilize all the features our platform has to offer and maximize their value. You will also collaborate with other teams to drive growth and contribute to the success of Forma.ai.

Key Responsibilities:

– Design, maintain, and improve dashboards in BI tools to monitor marketing campaign performance, sales pipeline health, lead flow, and conversion metrics
– Automate recurring reports and implement self-serve analytics capabilities for go-to-market (GTM) teams
– Analyze funnel performance from top-of-funnel marketing campaigns to bottom-of-funnel sales outcomes
– Provide regular insights into key KPIs such as campaign ROI, customer acquisition cost (CAC), and attribution across channels
– Support A/B testing initiatives, sales activity analysis, and segmentation strategies
– Write Python and SQL scripts to extract, clean, and structure data from external sources
– Build automated enrichment pipelines to augment CRM and marketing data with third-party insights
– Take ownership of data cleanliness and integrity across GTM systems and maintain and improve key GTM logic
– Investigate data issues, propose solutions, and manually resolve historical data problems when necessary

Qualifications:

– Background in Engineering, Commerce, Mathematics, and/or Statistics
– Natural curiosity about AI and emerging technologies, especially in automation, data, and workflow orchestration across the GTM stack
– Familiarity with B2B go-to-market strategies and how to measure their effectiveness
– Experience in report building, data analysis, and workflow automation within a GTM tech stack
– Proficiency in SQL or Python and familiarity with at least one BI tool
– 3-5 years of related experience
– High achiever with a strong sense of ownership
– Ability to thrive in a fast-paced and evolving environment

Our Values:

– Work well, together: We value collaboration and respect within our team. We understand that everyone has different responsibilities and priorities outside of work, and we support each other.
– Be precise. Be relentless: We believe in constantly setting new goals and pushing ourselves to improve. We learn from our mistakes and persist in the face of adversity.
– Love our tech. Love our customers: Our platform solves a complex problem in an underserved market, and we are dedicated to our customers’ success.

Our Commitment to You:

We understand that applying for a new role can be challenging, and we encourage you to apply even if your experience does not precisely match the job description. We believe there are many paths to a successful career, and we look forward to hearing about yours. We thank all applicants for their interest.

To apply, please send your resume and cover letter to [contact email/website] with the subject line “Revenue Operations Associate Application.”
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