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
Check market pay for comparable Project Manager roles before applying.
Role market pulse
How Project Manager demand looks in India
Live jobs
17
Posted 30d
13
30d movement
+225%
Remote share
5.9%
Salary listed
5.9%
Salary trend 1Y
Not enough history
Role overview
Job description
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role As a Historical Data Conversion Project Manager, you will serve as the essential link between our technical Data Solution Consultants (DSCs) and the client’s b
…What they are looking for
Skills & requirements
Qualification
Who You Are Experienced: Minimum 2+ years of experience in project management, finance, or consulting, with a strong record of managing client relationships and communicating complex project updates
Department · Enterprise Practice SA
Hiring company
Addepar
Explore this employer's active roles, salary signals and company profile on Jobiba.
Keep exploring
Similar active roles
Fresh roles matched to this title and market.
🔔 Get job alerts
New Data Conversion Project Manager (Pune) jobs in Pune, India, straight to your inbox.
No spam · Unsubscribe anytime