Jobs at Forma.ai

Manage customer-facing technology implementation projects from requirements gathering through post-launch delivery. Own project plans, timelines, risks, dependencies, stakeholder communications, and cross-functional coordination with Product, Engineering, and Customer Operations. Lead discovery workshops, data migration and integration efforts, change requests, and process improvements while developing expertise in sales performance management, incentive compensation, data structures, and commission calculations.

Lead the design and delivery of enterprise Territory and Quota Management features, including permissions, audit history, approval workflows, and reusable platform capabilities. Make product and technical decisions informed by customer needs, write and review design documentation, guide technical direction, and remain hands-on in building production systems. Collaborate across frontend and backend technologies while shaping team practices, system quality, and future product areas.

Lead the design and development of complex backend systems spanning multiple teams and domains. Own architectural direction, data modeling, reliability, observability, scalability, and enterprise workflows. Translate ambiguous business requirements into maintainable designs, mentor senior engineers, influence product direction, and personally deliver high-impact backend initiatives. Work with hierarchical and relationship-heavy data, distributed systems, and technologies including Java, Spring Boot, Django, PostgreSQL, AWS, and Docker.

Leads strategic FP&A, corporate financial modeling, budgeting, forecasting, executive and board reporting, and commercial analytics. Builds AI-powered finance automation using Python, SQL, workflow platforms, APIs, and integrated CRM, billing, CPQ, and ERP systems. Partners with RevOps and Sales on deal structuring, pricing, margins, and SaaS metrics. Executes M&A and capital markets activities, manages compensation modeling, and establishes the foundation for a future FP&A and FinOps team.

Generate qualified sales opportunities through account research, personalized outbound outreach, prospect qualification, and meeting booking. Manage email, phone, LinkedIn, inbound, event, and marketing-generated leads using CRM and sales engagement tools. Collaborate with Account Executives and Marketing on account-based strategies, messaging, intent signals, and pipeline generation for high-value, long-cycle B2B SaaS sales.

The Implementation Analyst will manage client relationships, implement product features, optimize sales processes, and leverage analytics to improve performance.

The Staff Application Engineer will develop critical application features, ensure code quality, and work collaboratively to impact sales compensation solutions.

Manage day-to-day customer relationships, implement product features, optimize sales performance management, and ensure customer success with platform usage.

The Senior Frontend Engineer will lead complex frontend features, enhance user experience and contribute to product architecture within Forma's ICM Operations platform.

Lead product strategy and execution for ICM Operations(platform core services and BI). Own requirements, prioritize features, partner with engineering and operations, design scalable BI and data visualizations, gather customer feedback, create wireframes/prototypes, and drive roadmap and releases to improve workflows, automation, APIs, claims management, and reporting.

As a Staff Backend Engineer, you'll design and evolve backend services, architect data models, mentor engineers, and influence architecture and product direction to enhance enterprise-grade performance.

As a Staff Backend Engineer, you will develop complex backend solutions, focusing on the Spark-based data platform while ensuring code quality and collaborating closely with teams.

Lead enterprise territory and quota planning implementations for customers, from requirements gathering and solution design through rollout, change management, and adoption. Advise customers on optimizing sales planning processes, shape product requirements and prioritization, support sales and marketing activities, and scope proofs of concept. The role requires executive-level client leadership, hands-on analytics and modeling, cross-functional collaboration with product and engineering, and the ability to operate independently in ambiguous environments.