Financial Underwriting Lead 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 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 to the Senior Manager of Customer Operations, the Incentive Compensation Associate (known internally as Customer Operations Associate) will be contributing in the following areas: Own the ongoing operations for a portfolio of customers (i.e., rule building, process execution, reporting and dashboarding, and product support) Create automated reporting (financial, sales performance, incentive compensation) for customers to support process automation and improve business visibility Support design projects including analysis, financial modelling, project planning, customer workshops, and presentation/recommendation of findings 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. Implement new Forma.ai platform features within your customer portfolio to support continuous improvement and automation Build strong working relationships with key customer stakeholders, ens

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! 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

Bloomreach is building the world’s premier agentic platform for personalization .We’re revolutionizing how businesses connect with their customers, building and deploying AI agents to personalize the entire customer journey. We're taking autonomous search mainstream, making product discovery more intuitive and conversational for customers, and more profitable for businesses. We’re making conversational shopping a reality, connecting every shopper with tailored guidance and product expertise — available on demand, at every touchpoint in their journey. We're designing the future of autonomous marketing , taking the work out of workflows, and reclaiming the creative, strategic, and customer-first work marketers were always meant to do. And we're building all of that on the intelligence of a single AI engine — Loomi — so that personalization isn't only autonomous…it's also consistent.From retail to financial services, hospitality to gaming, businesses use Bloomreach to drive higher growth and lasting loyalty. We power personalization for more than 1,400 global brands, including American Eagle, Sonepar, and Pandora. Bloomreach is looking for a Business Consultant ! If you want to help top e-commerce businesses boost their performance, serve clients and get experience globally and have immediate, tangible results, join our Professional Services team as a Senior Business Consultant. As a Business Consultant, your primary responsibility will be to deliver value to Bloomreach’s clients by deploying and utilizing the Engagement Platform effectively. You will support clients during the implementation phase by gathering business requirements, preparing data structures, managing data migration processes and deploying automated programs. Additionally, you will serve as a strategic advisor on e-commerce, analytics, data management, digital marketing, marketing automation and email and mobile technologies. Building strong client

Bloomreach is building the world’s premier agentic platform for personalization .We’re revolutionizing how businesses connect with their customers, building and deploying AI agents to personalize the entire customer journey. We're taking autonomous search mainstream, making product discovery more intuitive and conversational for customers, and more profitable for businesses. We’re making conversational shopping a reality, connecting every shopper with tailored guidance and product expertise — available on demand, at every touchpoint in their journey. We're designing the future of autonomous marketing , taking the work out of workflows, and reclaiming the creative, strategic, and customer-first work marketers were always meant to do. And we're building all of that on the intelligence of a single AI engine — Loomi — so that personalization isn't only autonomous…it's also consistent.From retail to financial services, hospitality to gaming, businesses use Bloomreach to drive higher growth and lasting loyalty. We power personalization for more than 1,400 global brands, including American Eagle, Sonepar, and Pandora. About the Team We're a small, high-impact engineering team embedded inside the Go-To-Market organization. Our job is to make Bloomreach impossible to ignore in a sales cycle by using AI to build demo environments, automate work, and create self-serve tools for presales teams around the world. We move fast, experiment constantly, and build things that end up in front of some of the world's largest retailers and brands. We care about craft, speed, reliability, and whether the field can actually use what we ship. The Role Bloomreach is seeking an AI Demo Engineer who is AI-native by instinct: a flexible software engineer who reaches for AI tools first, learns quickly, and uses technology to solve whatever problem is blocking the field. This is not a traditional engineering role. You are not maintaining produc

Bloomreach is building the world’s premier agentic platform for personalization .We’re revolutionizing how businesses connect with their customers, building and deploying AI agents to personalize the entire customer journey. We're taking autonomous search mainstream, making product discovery more intuitive and conversational for customers, and more profitable for businesses. We’re making conversational shopping a reality, connecting every shopper with tailored guidance and product expertise — available on demand, at every touchpoint in their journey. We're designing the future of autonomous marketing , taking the work out of workflows, and reclaiming the creative, strategic, and customer-first work marketers were always meant to do. And we're building all of that on the intelligence of a single AI engine — Loomi — so that personalization isn't only autonomous…it's also consistent.From retail to financial services, hospitality to gaming, businesses use Bloomreach to drive higher growth and lasting loyalty. We power personalization for more than 1,400 global brands, including American Eagle, Sonepar, and Pandora. Bloomreach builds agentic AI systems for our customers. We also run them ourselves. Our AI SDR program books sales meetings with AI - inbound and outbound, across four regions, in multiple languages. The program needs an owner: someone who sets its direction, drives its results, and proves its ROI. This is a program leadership role, not an engineering one. Two dedicated AI ops experts build and run the platform. You decide what it does, why, and for whom. You should understand AI agents well enough to direct the people building them - your leverage is judgment, but being tech savvy is a must. The team experiments by default: we test new AI tools, run scoped POCs, and keep what works. You'll own the program, its direction, its results, its pipeline number. What you'll own T

Bloomreach is building the world’s premier agentic platform for personalization .We’re revolutionizing how businesses connect with their customers, building and deploying AI agents to personalize the entire customer journey. We're taking autonomous search mainstream, making product discovery more intuitive and conversational for customers, and more profitable for businesses. We’re making conversational shopping a reality, connecting every shopper with tailored guidance and product expertise — available on demand, at every touchpoint in their journey. We're designing the future of autonomous marketing , taking the work out of workflows, and reclaiming the creative, strategic, and customer-first work marketers were always meant to do. And we're building all of that on the intelligence of a single AI engine — Loomi — so that personalization isn't only autonomous…it's also consistent.From retail to financial services, hospitality to gaming, businesses use Bloomreach to drive higher growth and lasting loyalty. We power personalization for more than 1,400 global brands, including American Eagle, Sonepar, and Pandora. Currently expanding our Customer Success team, we're looking for a new colleague as a Customer Success Manager (CSM) to join our Client Services Team. You will be the key contact point for a portfolio of approximately 20 customers , treating them as your own business space — driving strategy, growth, and value at every stage of the cooperation. This role requires someone who thrives independently, is proactive by nature, and takes full end-to-end ownership of their client relationships. You won't wait for instructions — you'll identify opportunities, make decisions, and drive outcomes on your own. Working in one of our Central European offices or from home on a full-time basis , you’ll become a core part of the Client Services Team . The base salary range for this position is €31,000-

Bloomreach is building the world’s premier agentic platform for personalization .We’re revolutionizing how businesses connect with their customers, building and deploying AI agents to personalize the entire customer journey. We're taking autonomous search mainstream, making product discovery more intuitive and conversational for customers, and more profitable for businesses. We’re making conversational shopping a reality, connecting every shopper with tailored guidance and product expertise — available on demand, at every touchpoint in their journey. We're designing the future of autonomous marketing , taking the work out of workflows, and reclaiming the creative, strategic, and customer-first work marketers were always meant to do. And we're building all of that on the intelligence of a single AI engine — Loomi — so that personalization isn't only autonomous…it's also consistent.From retail to financial services, hospitality to gaming, businesses use Bloomreach to drive higher growth and lasting loyalty. We power personalization for more than 1,400 global brands, including American Eagle, Sonepar, and Pandora. About the Role: The Strategic Partner Manager will own a portfolio of Growth focused agency partners. This includes managing the day-to-day interactions and building relationships with agency partners. Additionally, enabling Shopify system integrators and digital agencies in Southern Europe who will implement, refer and manage Bloomreach solutions. This is a quota carrying role for someone who is passionate about creating and building partnerships that are mutually beneficial, driving sourced and influenced revenue. The role will facilitate collaboration between agency partners and align cross functionally with Sales, Customer Success, Enablement, Delivery, and Marketing, to drive success. This role reports into the Associate Director, Agency Partnerships. What you'll Do: Build, own

Bloomreach is building the world’s premier agentic platform for personalization .We’re revolutionizing how businesses connect with their customers, building and deploying AI agents to personalize the entire customer journey. We're taking autonomous search mainstream, making product discovery more intuitive and conversational for customers, and more profitable for businesses. We’re making conversational shopping a reality, connecting every shopper with tailored guidance and product expertise — available on demand, at every touchpoint in their journey. We're designing the future of autonomous marketing , taking the work out of workflows, and reclaiming the creative, strategic, and customer-first work marketers were always meant to do. And we're building all of that on the intelligence of a single AI engine — Loomi — so that personalization isn't only autonomous…it's also consistent.From retail to financial services, hospitality to gaming, businesses use Bloomreach to drive higher growth and lasting loyalty. We power personalization for more than 1,400 global brands, including American Eagle, Sonepar, and Pandora. As a Bloomreach Strategic Solutions Consultant, you would be one of the trusted advisors in a high-energy, high-performance sales team, involved in multiple stages of the sales cycle. Your job would be to partner with our sales team, helping drive value for our customers by bringing use cases to life through technical deliverables and pre-sales consultancy. We strive to lay strong foundations in our sales cycles to establish long-term partnerships between Bloomreach and our customers. This role will be supporting the APAC region. We’re looking for an experienced team member to help shape the tools & processes needed to support Bloomreach’s continued expansion in this market. Key Responsibilities: Partner with Account Executives to lead discovery, solutioning, and technical presentations for Bloo

Bloomreach is building the world’s premier agentic platform for personalization .We’re revolutionizing how businesses connect with their customers, building and deploying AI agents to personalize the entire customer journey. We're taking autonomous search mainstream, making product discovery more intuitive and conversational for customers, and more profitable for businesses. We’re making conversational shopping a reality, connecting every shopper with tailored guidance and product expertise — available on demand, at every touchpoint in their journey. We're designing the future of autonomous marketing , taking the work out of workflows, and reclaiming the creative, strategic, and customer-first work marketers were always meant to do. And we're building all of that on the intelligence of a single AI engine — Loomi — so that personalization isn't only autonomous…it's also consistent.From retail to financial services, hospitality to gaming, businesses use Bloomreach to drive higher growth and lasting loyalty. We power personalization for more than 1,400 global brands, including American Eagle, Sonepar, and Pandora. About the Role: The Strategic Partner Manager will own a portfolio of Growth focused agency partners. This includes managing the day-to-day interactions and building relationships with agency partners. Additionally, enabling Shopify system integrators and digital agencies in Southern Europe who will implement, refer and manage Bloomreach solutions. This is a quota carrying role for someone who is passionate about creating and building partnerships that are mutually beneficial, driving sourced and influenced revenue. The role will facilitate collaboration between agency partners and align cross functionally with Sales, Customer Success, Enablement, Delivery, and Marketing, to drive success. This role reports into the Associate Director, Agency Partnerships. What you'll Do: Build, own

Bloomreach is building the world’s premier agentic platform for personalization .We’re revolutionizing how businesses connect with their customers, building and deploying AI agents to personalize the entire customer journey. We're taking autonomous search mainstream, making product discovery more intuitive and conversational for customers, and more profitable for businesses. We’re making conversational shopping a reality, connecting every shopper with tailored guidance and product expertise — available on demand, at every touchpoint in their journey. We're designing the future of autonomous marketing , taking the work out of workflows, and reclaiming the creative, strategic, and customer-first work marketers were always meant to do. And we're building all of that on the intelligence of a single AI engine — Loomi — so that personalization isn't only autonomous…it's also consistent.From retail to financial services, hospitality to gaming, businesses use Bloomreach to drive higher growth and lasting loyalty. We power personalization for more than 1,400 global brands, including American Eagle, Sonepar, and Pandora. You'd be joining the Artificial Intelligence team . We own the algorithmic core of the platform: Predictions, Contextual Personalization, contextual bandits, autosegmentation, and the agentic workflows behind Loomi. We work with behavioural data at terabyte scale, across 1,400+ customers, in production, every day. You'll work on cutting-edge technologies, impacting millions of users, and contributing to a product that truly makes a difference. Working in one of our Central European offices (Bratislava, Brno, Prague) or from home (Czechia, Slovakia) on a full-time basis , you´ll become a core part of the Engineering Team . The mission You turn a model that works in an experiment into a service that works for 1,400 customers. You own ML-powered features end to end — the API that configures them,

Bloomreach is building the world’s premier agentic platform for personalization .We’re revolutionizing how businesses connect with their customers, building and deploying AI agents to personalize the entire customer journey. We're taking autonomous search mainstream, making product discovery more intuitive and conversational for customers, and more profitable for businesses. We’re making conversational shopping a reality, connecting every shopper with tailored guidance and product expertise — available on demand, at every touchpoint in their journey. We're designing the future of autonomous marketing , taking the work out of workflows, and reclaiming the creative, strategic, and customer-first work marketers were always meant to do. And we're building all of that on the intelligence of a single AI engine — Loomi — so that personalization isn't only autonomous…it's also consistent.From retail to financial services, hospitality to gaming, businesses use Bloomreach to drive higher growth and lasting loyalty. We power personalization for more than 1,400 global brands, including American Eagle, Sonepar, and Pandora. Bloomreach is looking for a Senior Business Consultant ! If you want to help top e-commerce businesses boost their performance, serve clients and get experience globally and have immediate, tangible results, join our Professional Services team as a Senior Business Consultant. As a Senior Business Consultant, your primary responsibility will be to deliver value to Bloomreach’s clients by deploying and utilizing the Engagement Platform effectively. You will support clients during the implementation phase by gathering business requirements, preparing data structures, managing data migration processes and deploying automated programs. Additionally, you will serve as a key advisor on e-commerce, analytics, data management, digital marketing, marketing automation and email and mobile technologies. Building

Bloomreach is building the world’s premier agentic platform for personalization .We’re revolutionizing how businesses connect with their customers, building and deploying AI agents to personalize the entire customer journey. We're taking autonomous search mainstream, making product discovery more intuitive and conversational for customers, and more profitable for businesses. We’re making conversational shopping a reality, connecting every shopper with tailored guidance and product expertise — available on demand, at every touchpoint in their journey. We're designing the future of autonomous marketing , taking the work out of workflows, and reclaiming the creative, strategic, and customer-first work marketers were always meant to do. And we're building all of that on the intelligence of a single AI engine — Loomi — so that personalization isn't only autonomous…it's also consistent.From retail to financial services, hospitality to gaming, businesses use Bloomreach to drive higher growth and lasting loyalty. We power personalization for more than 1,400 global brands, including American Eagle, Sonepar, and Pandora. About the Team We're a small, high-impact engineering team embedded inside the Go-To-Market organization. Our job is to make Bloomreach impossible to ignore in a sales cycle by using AI to build demo environments, automate work, and create self-serve tools for presales teams around the world. We move fast, experiment constantly, and build things that end up in front of some of the world's largest retailers and brands. We care about craft, speed, reliability, and whether the field can actually use what we ship. The Role Bloomreach is seeking an AI Demo Engineer who is AI-native by instinct: a flexible software engineer who reaches for AI tools first, learns quickly, and uses technology to solve whatever problem is blocking the field. This is not a traditional engineering role. You are not maintaining produc

Bloomreach is building the world’s premier agentic platform for personalization .We’re revolutionizing how businesses connect with their customers, building and deploying AI agents to personalize the entire customer journey. We're taking autonomous search mainstream, making product discovery more intuitive and conversational for customers, and more profitable for businesses. We’re making conversational shopping a reality, connecting every shopper with tailored guidance and product expertise — available on demand, at every touchpoint in their journey. We're designing the future of autonomous marketing , taking the work out of workflows, and reclaiming the creative, strategic, and customer-first work marketers were always meant to do. And we're building all of that on the intelligence of a single AI engine — Loomi — so that personalization isn't only autonomous…it's also consistent.From retail to financial services, hospitality to gaming, businesses use Bloomreach to drive higher growth and lasting loyalty. We power personalization for more than 1,400 global brands, including American Eagle, Sonepar, and Pandora. As we grow our EMEA team, we are seeking a Business Development Representative for the DACH region, based in the Netherlands. This role will require you to be in our Amsterdam office 3-4 times per week. We’ve asked our current sales people to tell us what they like about their job with Bloomreach, and this is what they told us: You sell a world-class product that helps people Offering a cool thing you know works (check our Success Stories) You’re in touch with C-level clients and leading e-commerce businesses Having a job in the world’s most progressive industry You can make a killing (generous commission including on every signed deal) The sales role is the launchpad to the fastest career growth at Bloomreach (both in terms of responsibilities and salary) As a salesperson, you have an incredib

Bloomreach is building the world’s premier agentic platform for personalization .We’re revolutionizing how businesses connect with their customers, building and deploying AI agents to personalize the entire customer journey. We're taking autonomous search mainstream, making product discovery more intuitive and conversational for customers, and more profitable for businesses. We’re making conversational shopping a reality, connecting every shopper with tailored guidance and product expertise — available on demand, at every touchpoint in their journey. We're designing the future of autonomous marketing , taking the work out of workflows, and reclaiming the creative, strategic, and customer-first work marketers were always meant to do. And we're building all of that on the intelligence of a single AI engine — Loomi — so that personalization isn't only autonomous…it's also consistent.From retail to financial services, hospitality to gaming, businesses use Bloomreach to drive higher growth and lasting loyalty. We power personalization for more than 1,400 global brands, including American Eagle, Sonepar, and Pandora. Become an Engineering Manager / Senior Engineering Manager at Bloomreach and lead our Infrastructure team as a core foundation for product engineering. In this role, you will own the platform capabilities that power personalization across our clients’ websites and mobile apps, enabling fast experimentation and multi-variant testing at scale. You will lead the team responsible for our core infrastructure stack - Google Cloud Platform (GCP), databases, observability platform, and Kubernetes, and partner closely with Product, Security, and application engineering teams to ensure our platform is reliable, scalable, secure, cost-efficient, and developer-friendly. Your leadership and strategic direction will impact hundreds of millions of end customers across diverse e-commerce verticals. This is a full-tim