Teams at Forma.ai

Design and ship automation, internal tools, scripts, and integrations to streamline Customer Operations and Delivery workflows. Partner with stakeholders to identify bottlenecks, prioritize opportunities, measure impact, and create reusable automation patterns that improve efficiency, consistency, and operational capacity.

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.

The Account Director will manage key customer accounts, drive growth, enhance relationships, and collaborate with various teams to ensure client success.