Lead Partner Operations Specialist in Pune

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. 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 KPI s 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, fun

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 works closely with new and existing customers by implementing product features, managing the operational parts of the platform, and optimizing our client’s sales performance management processes. We are always ready to support and help our customers to identify ways they can unleash the revenue-driving potential of their sales compensation program. If you’re passionate about data analytics and want to contribute to sales operations, we’d love to hear from you! What you’ll be doing: • Work with new and existing customers to implement the company's new platform features as well as manage and optimize client processes • Learn the architecture and design of the company's platform to the extent of being able to independently complete updates, enhancements, and change requests • Lead onboarding & activities, including requirements gathering for incentive compensation plan rules, data analysis, and quality control • Assist the ongoing operations for a portfolio of existing customers and implement new features (i.e. rule building, process execution, reporting and dashboarding, and product support) • Scope, build and test automated workflows, processes and reporting capabilities to support automation of incentive compensation processes and improve business visibility • Support design projects including analysis, financial modelling, project planning, customer workshops

Key Responsibilities Enterprise Data Strategy & Client Engagement: Develop and maintain a comprehensive data architecture strategy that aligns with organizational and client business objectives. Serve as a key technical advisor for clients, translating business requirements into innovative data solutions. Build and maintain strong client relationships by providing expert guidance and managing expectations throughout project lifecycles. Data Modeling, Design & Engineering: Design and optimize both logical and physical data models to support enterprise-wide systems. Architect data warehousing solutions, overseeing the integration of data from multiple sources to enable robust business intelligence and analytics. Directly develop, test, and implement ETL processes and data pipelines, ensuring data quality, consistency, and performance. Technology Evaluation & Implementation: Evaluate emerging data technologies and tools to determine their fit within the existing architecture and potential for future scalability. Oversee the integration of new technologies into the enterprise data architecture, balancing innovation with risk management. Team Leadership & Hands-On Management: Lead cross-functional teams, providing mentorship and technical guidance to junior data engineers and architects. Maintain a hands-on approach by actively participating in coding, design sessions, and troubleshooting complex data issues. Ensure project milestones are met through effective resource management and team coordination. Performance, Security & Best Practices: Optimize data storage, retrieval, and processing performance across various systems. Collaborate with security teams to enforce data governance, compliance, and privacy standards. Establish and promote best practices in data management, data engineering, and architecture design. Documentation & Reporting: Develop and maintain comprehensive documentation covering data architecture designs, data flows, integrati