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
Salary not disclosed
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Role overview
Job description
o Process orders and issue license keys in an accurate and timely manner.
o Provide customer quotes, invoices, and other related information.
• Responsible for resolving customer issues and mitigating potential attrition during the contract term.
• Provide customers a personalized level of service that reinforces the value of Perforce.
• Ability to leverage CRM system for daily needs such as pulling reports, identifying gaps and recommending process improvements.
• Communicate to management on significant ‘At Risk’ or ‘Closed Lost’ renewals of high dollar value.
• Maintain customer information and ensure data integrity within internal systems.
• Support the supplier setup process, including execution of supplier due diligence forms and other necessary documents as required by the customer.
• Other related duties, as assigned.
• Bachelor’s Degree, preferably in Business Administration, related program, or equivalent experience.
• Excellent written and oral communication skills.
• 2+ years in a customer service support role or order processing environment.
• Previous software or technology company experience preferred.
• High attention to detail and proven ability to deliver accuracy across multiple tasks simultaneously.
• Experience in analyzing business/ operational data to identify trends and variations in results.
• Understanding of Revenue Operations and Customer Service Support.
• Salesforce experience preferred.
• Experience with MS Office applications (Excel, Word, Powerpoint).
• NetSuite experience a plus.
• Exceptional customer service and diplomacy skills.
• Proven ability to manage a large case load and prioritize incoming activity.
What they are looking for
Skills & requirements
Qualification
Essential Functions • Utilize Salesforce, NetSuite, and internal applications to: o Process orders and issue license keys in an accurate and timely manner; Bachelor’s Degree, preferably in Business Administration, related program, or equivalent experience
Department · Finance
Hiring company
Perforce
Perforce, a software company, offers a wide range of enterprise DevOps solutions across the software development lifecycle.
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