Customer Operations Associate

About the role

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 do

• 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
• Implement new Forma.ai platform features within your customer portfolio to support continuous improvement and automation

What you need

• 3–6 yrs of experience
• Learning and development
• PowerPoint
• Dashboarding
• Sales
• Financial modelling
• Problem solving
• Any graduate

What you get

• ₹0.7 L a year