Teams at Forma.ai

Generate qualified sales opportunities through account research, personalized outbound outreach, prospect qualification, and meeting booking. Manage email, phone, LinkedIn, inbound, event, and intent-based campaigns using CRM and sales engagement tools. Collaborate with Account Executives and Marketing on target accounts, messaging, pipeline creation, and improving outreach conversion. The role focuses on B2B SaaS business development involving senior stakeholders, high-value deals, and long sales cycles.

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.

Manage day-to-day customer relationships across a portfolio, translate client data and business logic into platform rules, implement updates, partner with Product and Engineering on feature priorities, and optimize sales performance management processes.