Forma Implementation Consultant Jobs

Customer Success Manager, Forma — 5 Locations. Apply via Workday.

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 We build enterprise software that helps organizations optimize sales performance and improve go-to-market agility. Our engineering organization includes multiple product application teams responsible for delivering core customer-facing capabilities. We are seeking Senior Backend Engineers to join our application teams. You’ll work alongside staff, senior, and early-career engineers to design, build, and scale backend systems that power enterprise-grade product workflows. This is an opportunity to work on complex product and data problems while contributing meaningfully to technical decisions, system quality, and team delivery. We are low on meetings and high on accountability. Most of the team is in the EST time zone, with a few located in AST, PST, and Central as well. What you’ll be doing You will play an important role in the continued evolution of our application stack. You will design and build backend capabilities for complex product workflows, contribute to system design discussions, and help ensure our systems remain maintainable, reliable, and scalable as we grow. As a Senior Backend Engineer, you are expected to operate with strong ownership and sound technical judgment. This includes identifying risks in the work you own, surfacing edge cases, asking thoughtful questions, and proposing improvements that strengthen the quality and reliability of the system. You will: Design and build backend services that power complex product workflows. Contribute to d

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 Engineers on this team build the application our customers and internal teams use to configure, operate, manage, and visualize complex incentive compensation workflows. There are many complex and difficult areas across the product, especially across frontend architecture and user experience, because of high data volumes, wide configurability, complex business logic, and mission-critical operational workflows. The work is not just about building screens; it is about helping users understand, act on, and trust complex compensation data and operational processes. We are low on meetings and high on accountability. Most of the team is in the EST timezone, with some teammates in PST and Central. We are far from maintenance or simple progressive evolution in many areas; there is a lot of room to make a meaningful impact on the overall user experience, product architecture, and frontend design patterns. What you’ll be doing Reporting to the VP of Engineering, the Staff Frontend Engineer will play a critical role in shaping the technical direction, architecture, and long-term evolution of Forma’s customer-facing and internal operations experiences. You’ll operate as a frontend technical leader, working across teams to drive alignment, set standards, and solve complex, ambiguous problems in a highly configurable, data-intensive product. You’ll partner closely with product, design, engineering, and leadership to define not just what we build, but how we build it — ensuring

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 Opportunity As a Staff Security Engineer, you will be a hands-on technical leader strengthening security across Forma's application, cloud infrastructure, development lifecycle, internal systems, and incident-response practices. Security today is shared across Engineering and DevOps. You'll work closely with both teams and have real room to shape how Forma approaches security as we grow. Depending on your interests and the needs of the business, the role could develop into a deeper individual-contributor position or help build a dedicated security team. You'll work directly with Engineering, DevOps, IT, Product, Legal, and Privacy to identify risks, design practical controls, automate security processes, and help teams ship secure and reliable software. What you'll do Cloud and infrastructure security Design and implement security controls across Forma's AWS environments, with a focus on IAM, least-privilege access, service identities, and account boundaries. Embed security requirements into Terraform and other Infrastructure as Code, and improve secrets, certificate, encryption-key, and credential management. Build automated checks for insecure configurations, excessive permissions, exposed resources, and configuration drift across Kubernetes, containers, serverless workloads, networking, and data services. Application, data, and AI security Run threat modelling and security architecture reviews for new products, services, APIs, data pipelines, and third-party integrations

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 Engineers on this team construct our rules-based calculating engine for processing sales commissions. This might sound simple if you have never been exposed to sales comp plans, it is not! We are low on meetings, high on accountability. Most of the team are in EST time zone but we have a few located in PST and Central as well. We are far from maintenance / progressive evolution in many areas, there is a lot of room to make a big impact in the overall design. What you’ll be doing Reporting to the Manager of Data Platform, you will play a critical role in the evolution of our Spark based data platform. You'll lead development efforts for our complex, data-rich platform features while being an example to the team of code quality and thoughtful software design. You will be working on the most challenging code at Forma. As a Staff Engineer, you are expected to operate with a high degree of ownership and trust. This includes proactively identifying architectural risks, surfacing edge cases or constraints others may not see, and advocating for improvements that strengthen the long-term integrity of the system. We value engineers who bring forward thoughtful perspectives - even when they challenge assumptions - and who help the team see around corners. You will: Design and evolve backend services that power product workflows. Architect data models representing hierarchical & graph structures, relationships, and large-scale enterprise datasets. Build

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 Engineers on this team build our rules-based calculation engine for processing sales commissions. This might sound simple if you have never been exposed to sales compensation plans, it is not. We are low on meetings and high on accountability. Most of the team is in the EST time zone, with a few located in PST and Central as well. We are still evolving many areas of the platform, which means there is meaningful room to improve the design, reliability, and scalability of the systems we build. What you’ll be doing Reporting to the Manager of Data Platform, you will play an important role in the evolution of our Spark-based data platform. You’ll design and build data-rich platform capabilities, contribute to system design discussions, and help ensure our data systems remain reliable, maintainable, and scalable as Forma grows. As a Senior Engineer, Data Platform, you are expected to operate with strong ownership and sound technical judgment. This includes identifying risks in the work you own, surfacing edge cases, asking thoughtful questions, and proposing improvements that strengthen the quality and reliability of the platform. You will: Design, build, and improve Spark-based data pipelines and platform services. Work with complex data models representing sales compensation plans, hierarchies, relationships, and enterprise datasets. Build reliable, deterministic data systems that customers and internal teams can trust. Improve testing, observability, data quality,

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: Engineers on this team build the application our customers and internal teams use to configure, operate, manage, and visualize complex incentive compensation workflows. This role sits within Forma’s ICM Operations platform, spanning areas such as Core Services, Business Intelligence, workflows, automation, APIs, claims management, next-generation reporting, and data exploration capabilities. There are many complex and difficult areas across the product, especially across frontend architecture and user experience, because of high data volumes, wide configurability, complex business logic, and mission-critical operational workflows. The work is not just about building screens; it is about helping users understand, act on, and trust complex compensation data and operational processes. We are low on meetings and high on accountability. Most of the team is in the EST timezone, with some teammates in PST and Central. We are far from maintenance or simple progressive evolution in many areas; there is a lot of room to make a meaningful impact on the overall user experience, product architecture, and frontend design patterns. What you'll be doing: Reporting to the VP of Engineering the Senior Frontend Engineer will play a key role in building, evolving, and scaling Forma’s customer-facing and internal operations experiences. You’ll work closely with product, design, engineering, operations, and leadership partners to deliver intuitive, performant, an

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! 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 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 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

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! Senior Staff Backend Engineer About the Team We build enterprise software that helps organizations optimize sales performance, enabling go-to-market agility. Our engineering organization includes multiple product application teams responsible for delivering core customer-facing capabilities. We are seeking a Senior Staff Backend Engineer to join our application teams and help set technical direction across multiple domains within engineering. You'll work alongside staff, senior, and early-career engineers, and partner closely with engineering leadership to define, evolve, and scale the systems that power enterprise-grade product workflows. This is an opportunity to own complex, multi-domain technical problems and shape product direction beyond a single team. We are low on meetings, high on accountability. Most of the teams are in the EST time zone, but we have a few located in AST, PST, and Central as well. What you'll be doing You will play a pivotal role in shaping the technical direction of our application stack across multiple domains. You will lead development efforts for our most complex initiatives, the kind that span two or more teams or product areas, and serve as a technical benchmark for system design, code quality, and long-term maintainability. You'll operate at the intersection of data modelling, business logic, and enterprise-scale reliability, and your work will often set standards that neighboring teams adopt. This remains a hands-on

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

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 go-to-market team sits at the centre of Forma.ai’s growth engine, directly impacting pipeline, revenue, and our reputation in the market. This team is strategic, creative, and relentlessly focused on scaling an efficient, measurable go‑to‑market operation. What You'll Be Doing As a Sales Development Representative, you’ll help create new opportunities and build pipeline for Forma.ai. You’ll work closely with Sales and Marketing to identify the right prospects, engage decision-makers, and turn interest into qualified sales opportunities. Outbound & Prospecting Research target accounts and identify key stakeholders across Sales, Revenue Operations, HR, and Finance Execute personalized outbound outreach across email, phone, LinkedIn, and other channels Test and iterate on messaging, sequences, and outreach tactics to improve engagement and conversion Qualification & Pipeline Qualify prospects to understand their priorities, challenges, and potential fit for Forma.ai Book qualified meetings and create new pipeline for our Account Executives Use CRM and sales engagement tools to manage activity, track engagement, and stay organized Sales & Marketing Collaboration Partner closely with Account Executives on target accounts, messaging, and outreach Follow up with inbound leads, event attendees, and prospects engaged through marketing programs Work with