About The Position

Forma.ai is a Series B startup that's revolutionizing how sales compensation is designed, managed and optimized. We handle billions in annual managed commissions for market leaders like Edmentum, Stryker, and Autodesk. Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. We’re welcoming equally driven individuals who are excited about creating something big! Our Strategic Services team operates at the intersection of strategy consulting and SPM technology, delivering revenue-driving solutions for leading sales organizations. As a senior leader on the team, you’ll help customers improve their sales planning processes - across incentive design, territory optimization, and quota setting - while leveraging the Forma.ai platform to deploy advanced analytics. We don’t deliver one-off consulting reports; we partner with our customers to design, implement, and continuously monitor high-impact sales effectiveness programs. Joining this team means working on some of the most strategic, complex challenges facing GTM leaders today.

Requirements

  • 7+ years of progressive experience in management consulting, revenue operations, or sales effectiveness roles
  • Extensive experience in sales compensation planning / design, quota setting and/or territory planning
  • Consistent track record of delivering beyond client expectations and building strong executive / C-level relationships
  • Deeply analytical, data driven and a willing to get 'hands on keyboard' to execute
  • Experience in leading the planning and execution of complex projects with multiple deliverables

Responsibilities

  • Lead strategic engagements with enterprise clients focused on sales incentive design, territory optimization, and quota setting.
  • Work with Forma.ai Data Science & Analytics teams to develop and deploy new analytical approaches to customer problems (e.g. forecasting models, customer potential analytics, etc.)
  • Work with Customers to create structured and repeatable processes for measuring the performance of sales effectiveness programs over time (e.g. incentive performance / ROI)
  • Coach and develop a team of high performing and client focused Analysts, Associates and Managers
  • Partner with our Customer Operations organization to deploy and execute upon strategic recommendations, within the Forma.ai platform
  • Collaborate with Forma.ai’s Product Development organization to articulate customer feedback and support the development of new product features in the sales planning arena
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