Incentive Analytics Manager

Forma.ai; Maharashtra; On-site; INR 2,600,000 - 4,200,000; Full time

Benefits offered by this job

Stock options

Healthcare coverage

Training stipend

Job summary

Forma.ai is a Series B startup in Mumbai/Pune area focusing on sales incentive compensation. The Incentive Analytics Manager will own portfolio operations, including commissions rule building, reporting, dashboards, and platform improvements.

You will lead design projects, coach a team of analysts, and serve as the main liaison with senior stakeholders and the Product/Engineering teams to drive automation and better outcomes.

Qualifications

• 4+ years of progressive experience in management consulting, finance, sales operations, tech implementation, or similar quantitative role.
• 2+ years of experience leading project teams.
• Strong analytical problem solving, organizational and project management skills.
• Excellent communication skills, able to lead technical discussions with non-technical audiences.
• Experience with Excel and PowerPoint for analytics and reporting.

Responsibilities

• Develop a strong understanding of Forma.ai product to establish as a product expert.
• Lead ongoing operations for a portfolio of customers (commission rules, process execution, reporting, dashboarding).
• Implement new Forma.ai features within customer portfolio for continuous improvement.
• Identify opportunities for process improvement in client processes (execution, data validation, dashboards).
• Lead design projects including analysis, modelling, planning, workshops, and recommendations.
• Coach Analysts/Associates to be high performing and client-focused.
• Be main point of contact for senior customer stakeholders and for Product team feedback.
• Collaborate with Engineering to implement new platform features for customers.

Skills

Project management

Leadership

Analytical problem solving

Communication skills

Attention to detail

Education

Bachelor's degree

Tools

Excel

PowerPoint

SQL

Python

Job description

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 in optimizing incentive compensation plans for all companies . They wo rk directly with our customers in helping them understand and take advantage of all the sales compensation features Forma.ai offers . F rom streamlining administration and management of sales commission to designing your sales compensation plan , o ur Customer Operations team ensur es customers get the most value from our platform in optimizing every dollar spent on sales compensation.

What you'll be doing:

Reporting to the Senior Manager of Customer Operations, the Incentive Analytics Manager will contribute in the following areas:

• 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

What we're looking for:

• 4+ 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)

Nice to haves:

• Experience with SQL and/or Python
• Have a sales incentive compensation background

What you can expect from us:

• Meaningful compensation. In addition to your base salary, you’ll join our employee stock ownership plan to further recognize your contributions to Forma.ai’s success
• Healthcare coverage. We have a full benefits package that includes medical, dental, vision, disability and life insurance, and a paid parental leave program
• Learning and development. Access the resources you want to help you grow in your role by utilizing our $750 yearly training stipend
• Growth . You’ll have a huge opportunity to build a career for yourself and gain the type of experience you’re looking for – whether that’s as an individual contributor or as a people leader

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 in optimizing incentive compensation plans for all companies . They wo rk directly with our customers in helping them understand and take advantage of all the sales compensation features Forma.ai offers . F rom streamlining administration and management of sales commission to designing your sales compensation plan , o ur Customer Operations team ensur es customers get the most value from our platform in optimizing every dollar spent on sales compensation.

What you'll be doing:

Reporting to the Senior Manager of Customer Operations, the Incentive Analytics Manager will contribute in the following areas:

• 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

What we're looking for:

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