Customer Advocate Jobs

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 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

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! Director, SPM Implementation About the Team The Customer Operations team partners with new and existing customers to implement and optimize the company’s platform, ensuring clients maximize the revenue-driving potential of their sales compensation programs. The team leads complex implementations, drives operational excellence, and continuously evolves Sales Performance Management (SPM) processes through data-driven insights and scalable platform solutions. As a Director of Implementation , you will lead the strategic direction of implementation and customer onboarding across a portfolio of enterprise customers. You will oversee implementation teams, guide architectural design of customer solutions, and collaborate closely with Product, Engineering, and Revenue teams to ensure the platform evolves in alignment with customer needs and business priorities. If you’re passionate about building high-performing teams, driving customer impact through data and technology, and shaping the future of sales operations , we’d love to hear from you. What You'll Be Doing Leadership & Strategy Define and lead the implementation strategy and operational framework for onboarding and scaling customer deployments. Build, mentor, and lead a high-performing implementation team , establishing best practices, processes, and standards for delivery excellence. Partner with executive leadership to align customer implementation strategy with company growth and product roadmap priorities . Establish KPI

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

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. Senior Consultant Location: Chennai, India | Work Model: In Office About the Team Appian Customer Success is obsessed with delivering exceptional customer outcomes and high-velocity business impact. Our Public Sector team acts as a trusted strategic partner to government agencies and organizations, bringing their most vital ideas to life. By joining this high-performing team, you will strengthen and evolve your technical consulting skills while accelerating the adoption of our AI-Powered Process Automation platform across critical public infrastructure. As a Senior Consultant, you will step into a pivotal leadership role at the intersection of public sector strategy and modern technical innovation. This is your opportunity to move beyond isolated coding tasks and own the end-to-end delivery of highly visible, complex enterprise systems. You will lead small engineering teams, architect robust integrations, and serve as a trusted technical advisor to client stakeholders - enabling enterprise organizations to achieve true Enterprise-Grade Orchestration . What You’ll Do Passion for mentoring/developing others and experience leading small teams through post-sale software implementation Ability to work with clients to define business processes and gather functional and technical system requirements Excellent communication skills, passion for technology and continuous learning, and affinity for asking “why” and solving the right problems History of success on cross-functional teams; experience building products using agile methodologies (pair programming,

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. About the Team Appian Customer Success is obsessed with delivering exceptional customer outcomes and high-velocity business impact. Our Public Sector team acts as a trusted strategic partner to government agencies and organizations, bringing their most vital ideas to life. By joining this high-performing team, you will strengthen and evolve your technical consulting skills while accelerating the adoption of our AI-Powered Process Automation platform across critical public infrastructure. As a Senior Consultant, you will step into a pivotal leadership role at the intersection of public sector strategy and modern technical innovation. This is your opportunity to move beyond isolated coding tasks and own the end-to-end delivery of highly visible, complex enterprise systems. You will lead small engineering teams, architect robust integrations, and serve as a trusted technical advisor to client stakeholders - enabling enterprise organizations to achieve true Enterprise-Grade Orchestration . What You’ll Do Lead Project Delivery: Oversee and drive the entire project lifecycle to define, design, and implement custom automation solutions using the Appian platform. Mentor & Develop Talent: Actively lead, coach, and mentor junior consultants through fast-paced software implementations, fostering a culture of technical excellence. Architect Integrations: Build seamless data pipelines and robust APIs to integrate multiple external enterprise systems using REST, SOAP, and JDBC connections. Drive Data Modeling: Design and launch sophisticated relational data

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. Are you looking to combine your passion for elite technology with a talent for strategic problem-solving and team leadership? Drive mission-critical modernization where impact matters most. Location: Mexico City, MX | Work Model: Hybrid About the Team Appian Customer Success is obsessed with delivering exceptional customer outcomes and high-velocity business impact. Our Public Sector team acts as a trusted strategic partner to government agencies and organizations, bringing their most vital ideas to life. By joining this high-performing team, you will strengthen and evolve your technical consulting skills while accelerating the adoption of our AI-Powered Process Automation platform across critical public infrastructure. The Opportunity As a Senior Technical Consultant, you will step into a pivotal leadership role at the intersection of public sector strategy and modern technical innovation. This is your opportunity to move beyond isolated coding tasks and own the end-to-end delivery of highly visible, complex enterprise systems. You will lead small engineering teams, architect robust integrations, and serve as a trusted technical advisor to client stakeholders—enabling public sector entities to achieve true Enterprise-Grade Orchestration . What You’ll Do Lead Project Delivery: Oversee and drive the entire software development lifecycle ( SDLC ) to define, design, and implement custom automation solutions using the Appian platform. Mentor & Develop Talent: Actively lead, coach, and mentor junior consultants through fast-paced software imp

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. Senior Consultant Location: Chennai, India | Work Model: In Office Appian Customer Success is obsessed with delivering exceptional customer outcomes and driving mission-critical business impact. Grounded in our core values of Excellence and Intensity, we act as elite technical advisors to our commercial clients. By joining this high-performance team, you will champion a culture of candid communication and excellence while accelerating global adoption of our AI-Powered Process Automation platform. What You’ll Do Implement Scalable Platform Architecture: Build and maintain standards and tools to ensure high performance and resilience with a focus on reusability, schema design, data modeling , query performance, and responsive UX/UI best practices. Engineered Integrations: Perform hands-on design, code implementation, and unit testing using SQL views , stored procedures , and high-concurrency REST/SOAP web services/APIs . System-Level Troubleshooting: Rapidly diagnose performance bottlenecks, memory usage, CPU constraints, and network latency spikes across the web application stack. Performance Profiling & Analysis: Analyze database execution plans, system logs, and Locust load test outputs to isolate and resolve root-cause performance bottlenecks. Technical Quality & Enablement: Ensure continuous integration and delivery alignment by applying strong DevSecOps practices, robust automated testing, and clean coding standards. Required Qualifications Bachelor’s Degree in Computer Science, Engineering, Information Systems, or Mathematics. 8+ years of pro

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. Appian Customer Success is obsessed with delivering exceptional customer outcomes and driving mission-critical business impact. Grounded in our core values of Excellence and Intensity, we act as elite technical advisors to our commercial clients. By joining this high-performance team, you will champion a culture of candid communication and excellence while accelerating global adoption of our AI-Powered Process Automation platform. As a Principal Consultant, you will occupy a leadership position at the intersection of enterprise business strategy and complex technical delivery. This role matters now more than ever because you won't just execute projects - you will define the client experience and how they are delivered. You will partner directly with Appian Architects and Technical Delivery Managers, lead large-scale consulting initiatives, and serve as a vital mentor to the next generation of engineers, ensuring our clients achieve world-class Enterprise-Grade Orchestration. What You’ll Do Lead Enterprise Delivery: Command the entire project lifecycle to define, design, and implement custom automation solutions using the Appian platform for major commercial clients. Direct High-Performing Teams: Lead and mentor consultants through fast-paced software implementations, instilling a dedication to going "beyond completion." Partner with Leadership: Collaborate directly with Appian Architects and Technical Delivery Managers to design resilient, scalable, and secure system architectures. Architect Complex Integrations: Build secure, high-throughput APIs

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. Principal Consultant Location: Chennai, India | Work Model: In Office Our Customer Success team in Chennai serves as elite technical advisors for global enterprise teams. We bridge deep software architecture with business strategy, building scalable platform environments that leverage AI-Powered Process Automation to solve mission-critical operational challenges. As a Principal Technical Consultant , you will assume architectural leadership for multi-application platform design, execution, and performance optimization. Top engineering talent joins Appian in this role to move beyond basic application maintenance and ensure applications are resilient, scalable, and built to power mission-critical operations at enterprise scale . What You’ll Do Architect Platform Scalability: Build and maintain standards and tools to ensure high performance and resilience with a focus on reusability, schema optimization, data modeling , system performance, and responsive UX/UI . Engineered Integrations: Perform hands-on design, development, and code reviews using SQL views , stored procedures , and high-concurrency REST/SOAP web services/APIs . System-Level Troubleshooting: Rapidly isolate performance bottlenecks, memory leaks, resource contention, and latency spikes across the entire web application stack. Performance Analysis & Profiling: Analyze database execution plans, JVM/memory utilization, and Locust load test outputs to resolve root-cause architectural bottlenecks. Technical Communication & Enablement: Translate complex system diagnostics in

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. Are you an analytical problem-solver ready to jumpstart your career in technology consulting? Build, implement, and deploy custom business applications that reshape how corporations operate. ABOUT THE TEAM Appian Customer Success is obsessed with creating exceptional customer outcomes and driving high-velocity, mission-critical business impact. As the specialized elite consulting branch of Appian, we partner directly with our clients to transform their most ambitious ideas into reality. Joining this team guarantees access to the deep support, mentorship, and foundational growth required to rapidly elevate and evolve your career in corporate technology consulting. THE OPPORTUNITY As an Associate Consultant, you are the catalyst that brings our technology to life. You won't just learn about digital transformation – you will build it. From implementing an organization's very first business process to scaling complex operations across an entire enterprise, you will construct modern applications that change the way corporations operate. This role places you on the fast track to becoming a subject matter expert in AI-Powered Process Automation and a trusted advisor to global business leaders. WHAT YOU'LL DO Deploy Process Solutions: Construct, implement, and deploy custom, process-centric business applications using Appian's leading low-code platform. Analyze & Architect: Evaluate client business strategies and operations to design high-impact technical solutions that solve complex workflow inefficiencies. Apply Design Thinking: Leverag

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. Consultant Appian Customer Success is obsessed with delivering exceptional customer outcomes and mission-critical business impact at speed. Our team acts as the elite consulting arm of Appian, partnering directly with the world’s largest commercial clients to bring their most ambitious ideas to life. By joining this high-performance team, you will establish a world-class foundation in professional consulting while directly accelerating global adoption of our AI-Powered Process Automation platform. As a Consultant at Appian, you won’t just write code - you will architect modern business transformations. This role offers an unprecedented opportunity to sit at the intersection of business strategy and technical innovation. Instead of being pigeonholed into isolated legacy components, you will own the end-to-end delivery of highly visible, custom software solutions. You will work side-by-side with client executives to solve complex workflow problems, build robust integrations, and empower enterprise teams to achieve Enterprise-Grade Orchestration . What You’ll Do Architect & Implement: Design, develop, and deploy robust, custom automation solutions throughout the entire project lifecycle utilizing Appian’s AI-Powered Process Automation platform. Integrate Ecosystems: Build seamless data connections and scalable APIs to integrate multiple external enterprise systems using REST, SOAP, and JDBC connections. Engineer Data Models: Launch new relational data models in production environments and optimize database design through sophisticated SQL development. Ag

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. Bring your passion for enterprise technology and strategic leadership to a team dedicated to accomplishing hard things. Shape the future of corporate modernization. Location: Mexico City, MX | Work Model: Hybrid About the Team Appian Customer Success is obsessed with delivering exceptional customer outcomes and driving mission-critical business impact. Grounded in our core values of Respect, Work to Impact, Ambition, and Constructive Dissent & Resolution, we act as elite technical advisors to our commercial clients. By joining this high-performance team, you will champion a culture of candid communication and excellence while accelerating global adoption of our AI-Powered Process Automation platform. The Opportunity As a Principal Technical Consultant, you will occupy a premier leadership position at the intersection of enterprise business strategy and complex technical delivery. This role is vital right now because you won’t just execute projects—you will define how they are delivered. You will partner directly with Appian Architects and Technical Delivery Managers, lead large-scale consulting initiatives, and serve as a vital mentor to the next generation of engineers, ensuring our clients achieve world-class Enterprise-Grade Orchestration . What You’ll Do Lead Enterprise Delivery: Command the entire software development lifecycle ( SDLC ) to define, design, and implement custom automation solutions using the Appian platform for major commercial clients. Direct High-Performing Teams: Lead and mentor consultants through fast-paced software imp

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. Are you looking to combine your passion for technology with your penchant for strategic problem solving? Appian Customer success is obsessed with great customer outcomes. We deliver mission-critical business impact fast, and are directly responsible for partnering with our customers to bring their best ideas to life. Joining the Customer Success team will provide you with the support and growth you need to strengthen and evolve your skills within the consulting field. Technical Delivery Managers (TDMs) are responsible for two of our most important company objectives: (1) ensure our customers achieve remarkable business results through technology engagements and (2) drive customer growth through technology expertise, trusted advice, relationships, and, most importantly, demonstrated results. TDMs manage and deliver innovative solutions built on the Appian platform for our customers, overseeing all aspects of agile delivery for Appian led engagements, including risk management and impediment removal. TDMs also team closely with front-line sales reps to drive growth in strategic accounts and integrated deals. TDMs engage in all aspects of driving results and growth at strategic accounts, including: project management, account management, relationship building (both customers and partners), financial management, opportunity qualification, problem identification, project/use case definition, demand generation, services positioning, and account strategy. All of these activities are performed in partnership with Appian Sales, Appian Partners, and oth

Client Success is the front line of VTS’s retention engine. As a CSR, you’re not only engaging with clients who use VTS to transform how commercial real estate operates, you’ll be helping shape our future. With the support of powerful data-driven workflows and AI tools, you’ll generate meaningful client interactions at scale, test new engagement strategies and provide critical insights back to the Client Success and Product teams. Simply put, when our CSR team thrives, our customers continue to grow with us. ** Please note that this opportunity is located in New York, NY, and requires this hire to work from our office four days a week. ** What you can expect as a Client Success Representative: This isn’t your typical junior Client Success role. At VTS, you’ll be joining a high-impact, AI-augmented CS team that’s rethinking how modern client success is done. You’ll Be quickly trained in world-class SaaS CS techniques and real estate fluency. Use cutting-edge tools to automate busywork so you can focus on learning, experimenting, and connecting with decision-makers at some of the most influential CRE firms on the planet. Collaborate closely with CS mentors, marketing partners, and senior leadership to contribute directly to client retention. See a clear path for promotion to Client Success Manager roles and beyond. Our top CSMs and leaders started in this seat. Be part of a scaling team where every win matters and every voice is heard. Form relationships with senior decision makers, asset managers and brokers at the top commercial real estate firms across the country. What makes you a great fit? You’re not just looking for a job, you’re looking to launch a career in CS with real momentum. You could be a great fit if: You’re curious, coachable, and ready to dive headfirst into a fast-paced, goal-driven environment. You embrace new tools and technologies to work smarter and faster. You bring 1+ years of professional experience. Bonus if it’s in CRE, SaaS, or