Customer Success Operations Manager

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: Own the day-to-day customer relationship, building strong working relationships with senior client stakeholders across a portfolio of customers Act as an architect for a new customer, translating data inputs and required business logic into Forma rule / system logic, commission engine architecture and outputs Learn design of the company's platform to the extent of being able to independently complete updates, enhancements, and change requests Work with Forma.ai's Product and Engineering teams to articulate customer feedback that informs the priority of new product features and to implement new platform features to support continuous improvement and automation Manage customer expectations regarding deliverables and project timelines, ensuring Forma is positioned for success Develop a deep understanding of each client's strategic positioning, key products, business model, and strategic objectives. Be responsible

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world's largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About the team Stripe's Financial Connections group is building technology that expands the scope of problems we tackle beyond card payments. We aspire to enable individuals and businesses to securely share their financial data to improve their product experiences. With more high-quality customer financial data, both Stripe and our users can offer better products to their customers. We have ambitious goals to enable all global businesses to run their entire financial life cycle on Stripe, and we want you to be part of our story. Technical Operations roles in Financial Connections are a dynamic and critical component of the organization's success. As Financial Connections TechOps Manager, you will lead a team of Integration Reliability Engineers who sit at the intersection of product and platform engineers, financial partners, and AI automation. Your role is to ensure that nothing is lost in translation: setting the standard for how the team operates, where it invests, and how the operational backbone of Stripe's open banking ecosystem stays reliable at scale. What you'll do Lead integration reliability and partner operations Own the health of Financial Connections' banking integrations at the team level—define what "reliable" looks like across the partner ecosystem, set the operational bar, and hold the team to it Serve as the management escalation point for complex partner issues, coordinating across financial partners, Stripe engineering, and product lea

Overview: Qsight is a high-growth division of Guidepoint focused on building data intelligence solutions for the healthcare sector. Qsight leverages proprietary datasets and rigorous analysis of alternative data sources to generate actionable insights for top-tier institutional investors, medical device manufacturers, and pharmaceutical companies. The Qsight team develops market intelligence products designed to be highly relevant, accurate, and scalable – delivering superior insights to a diverse, global client base. We are seeking an experienced, motivated Tehnical Operations Engineer to join our growing team. This is a multiple-hats role focused on SaaS/platform operations and tier-2 support for client-facing systems. You will own the administration and reliability of key tools, troubleshoot and resolve escalations with clear documentation, and build lightweight automation and reporting to reduce manual work as we scale. You will partner closely with Customer Success, Product, and Engineering to proactively monitor, support, and improve critical systems. Through practical, creative problem-solving, you will strengthen reliability, accelerate time to resolution, and increase operational visibility. Day to day, you will triage and resolve client technical questions, manage vendor license administration and renewals, and produce reporting that informs operational decisions. This role is a launchpad toward an SRE/Platform Engineering track as you grow into deeper automation, reliability engineering, and systems design work. This is a hybrid position based out of our Toronto office. What You’ll Do: Platform Support Own routine ops and configuration changes for critical SaaS platforms – Including Tableau, Freshdesk, Datadog, and our own client facing and internal portals Configure and maintain Freshdesk portals, routing, SLAs, permissions, integrations, etc. based on business requirements. Automate manual operations with Python, PowerAutomate, and shell scri

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! The Role Forma is hiring a Product Manager to lead key initiatives across our ICM Operations platform , spanning Core Services and Business Intelligence (BI). This includes workflows, automation, APIs, claims management, and next - generation reporting and data capabilities. This role is for someone who can take full ownership of a product area, not just manage a backlog. We’re looking for a strategic product leader who starts with the business problem, understands the user workflow end to end, and partners cross - functionally to define the right solutions. Success in this role requires strong product judgment, a deep understanding of operational processes and user pain points, and the ability to balance strategic thinking with practical execution. What You’ll Do Reporting to the VP of Engineering, you will own a portfolio of platform capabilities end to end. You’ll work closely with engineering, operations, and leadership to identify the most important problems to solve, shape requirements, and prioritize high - imp act investments. We’re looking for someone who brings strong product thinking and operational awareness to help evolve how internal teams and customers interact with mission - critical systems — from approvals and ticketing to policy engines and data exploration. Strong expertise in data visualization and business intelligence tools. This person should be comfortable working with dashboards, with a keen ability to select and articulate the most effective visualiza

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: Own the day-to-day customer relationship, building strong working relationships with senior client stakeholders across a portfolio of customers Act as an architect for a new customer, translating data inputs and required business logic into Forma rule / system logic, commission engine architecture and outputs Learn design of the company's platform to the extent of being able to independently complete updates, enhancements, and change requests Work with Forma.ai's Product and Engineering teams to articulate customer feedback that informs the priority of new product features and to implement new platform features to support continuous improvement and automation Manage customer expectations regarding deliverables and project timelines, ensuring Forma is positioned for success Develop a deep understanding of each client's strategic positioning, key products, business model, and strategic objectives. Be responsible

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: Own the day-to-day customer relationship, building strong working relationships with senior client stakeholders across a portfolio of customers Act as an architect for a new customer, translating data inputs and required business logic into Forma rule / system logic, commission engine architecture and outputs Learn design of the company's platform to the extent of being able to independently complete updates, enhancements, and change requests Work with Forma.ai's Product and Engineering teams to articulate customer feedback that informs the priority of new product features and to implement new platform features to support continuous improvement and automation Manage customer expectations regarding deliverables and project timelines, ensuring Forma is positioned for success Develop a deep understanding of each client's strategic positioning, key products, business model, and strategic objectives. Be responsible