Operations Automation Engineer

Forma.aiToronto, ON
CA$100,000 - CA$120,000

About The Position

Forma.ai is seeking an Operations Automation Engineer to develop automation, internal tools, and workflow systems to enhance the speed, consistency, and efficiency of their Customer Operations and Customer Delivery teams. This role bridges engineering, operations, and customer delivery, focusing on automating complex commission and incentive workflows for enterprise clients. The engineer will collaborate with leaders in Customer Operations, Customer Delivery, Product, and Engineering to identify automation opportunities, design solutions, and implement tools that deliver tangible business value. This position is ideal for a software developer who enjoys practical engineering, rapid iteration, stakeholder collaboration, and making a visible operational impact.

Requirements

  • 1–5 years of experience in software development, automation engineering, technical operations, solutions engineering, support engineering, or a similar technical role.
  • Strong scripting and automation skills, especially with tools and languages such as Python, JavaScript/TypeScript, SQL, APIs, workflow automation platforms, or internal tooling frameworks.
  • Ability to understand operational workflows quickly and translate them into technical solutions.
  • Strong bias for action and comfort working with imperfect or evolving requirements.
  • Practical engineering judgment: knowing when to build something simple and fast, and when something needs to be more robust.
  • Strong business instincts: thinking about impact, adoption, time saved, and whether a solution is worth building.
  • Comfort working directly with non-technical stakeholders.
  • Strong communication skills and the ability to explain technical work in terms of business outcomes.
  • Relentless follow-through and a desire to create visible, measurable impact.
  • Sound judgment around when to use AI, agents, or LLM-based tools — and when a simpler solution is better.

Nice To Haves

  • Experience building internal tools or automations for operations, support, customer success, finance, or delivery teams.
  • Experience working with workflow automation platforms such as n8n, Zapier, Make, Retool, Airplane, or similar tools.
  • Experience integrating with SaaS tools, internal APIs, data warehouses, or ticketing systems.
  • Experience using AI tools or LLMs to improve operational workflows.
  • Experience in a high-growth B2B SaaS environment.

Responsibilities

  • Build automation, internal tools, scripts, integrations, and workflow systems to improve Customer Operations and Customer Delivery team processes.
  • Partner with Customer Operations and Customer Delivery teams to understand workflows, identify bottlenecks, and prioritize automation opportunities with clear operational impact.
  • Utilize APIs, scripting, workflow automation tools, internal systems, and AI-assisted capabilities.
  • Translate operational pain points into reliable, maintainable, and easily adoptable technical solutions.
  • Prioritize work based on impact, speed to value, implementation complexity, and risk.
  • Define and track success metrics for automation initiatives, such as time saved, process consistency, quality improvements, and reduced manual effort.
  • Communicate the impact of automation work to stakeholders and leadership.
  • Improve existing workflows by reducing manual handoffs, repetitive data lookups, status checks, reporting tasks, and operational friction.
  • Create reusable automation patterns that can scale across teams and workflows.
  • Help establish the foundation for a broader internal automation function at Forma.ai.

Benefits

  • Meaningful compensation
  • Employee stock ownership plan
  • Full benefits package including medical, dental, vision, disability and life insurance
  • Paid parental leave program
  • $750 yearly training stipend
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