Operations Processing Specialist managing financial transactions for brokerage accounts. Responsible for processing requests and ensuring accuracy in a fast - paced environment.
About the role
- Customer Operations Associate managing customer operations at Forma.ai, a startup optimizing sales compensation processes. Collaborating with customers and internal teams for product and process improvement.
Responsibilities
- 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, ensuring our clients realize Forma.ai's full value
- Work with Forma.ai’s Product team to articulate customer feedback and support the development of new product features
- Work with Forma.ai's Engineering team to implement new platform features within your customer portfolio to support continuous improvement and automation
Requirements
- 3+ years of experience in tech implementation, management consulting, or similar quantitative focused role
- Experience in working with large datasets
- Understanding of logical structures of databases and workflows
- Understanding of data architecture and process flows
- Analytical problem-solving ability, organizational, and project management skills
- Ability to take ownership and run projects in a fast-paced and evolving environment
- Understanding of common analytical and presentation tools (i.e., Excel, PowerPoint).
Benefits
- Forma.ai does not use artificial intelligence as part of our recruitment process
- Work well, together.
- Be precise. Be relentless.
- Love our tech. Love our customers.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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