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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in data analysis, financial modeling, and project management while fostering strong relationships with customers to maximize the value of the Forma.ai platform. Proficient in Excel and experienced in handling large datasets to support operational excellence.
Highest-signal resume keywords
Data AnalysisFinancial ModelingProject ManagementExcel ProficiencyCustomer Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data ProfilingSegmentationAggregationDatabase StructuresData ArchitectureProcess FlowsAnalytical Problem-Solving
Soft Skills
Organizational Skills
Tools & Technologies
Forma.ai Platform
Industry Keywords
Customer OperationsReportingDashboardingProcess Execution
About the role
Key responsibilities & impact- Own ongoing operations for a portfolio of customers, including rule building, process execution, reporting and dashboarding, and product support
- Create automated financial, sales performance, and incentive compensation reporting for customers
- Support design projects through analysis, financial modelling, project planning, customer workshops, and presentation/recommendation of findings
- Implement new Forma.ai platform features within the customer portfolio to support continuous improvement and automation
- Build strong working relationships with key customer stakeholders and ensure clients realize Forma.ai's full value
- Report to the Senior Manager of Customer Operations
Requirements
What you’ll need- 1+ years of experience in a quantitative focused role
- Strength in Excel to perform data profiling, segmentation and aggregation
- Experience working with large datasets
- Strong understanding of logical structures of databases and workflows
- Understanding of data architecture and process flows
- Analytical problem-solving ability
- Organizational skills
- Project management skills
Benefits
Comp & perks- Employee stock ownership plan
- Medical insurance
- Dental insurance
- Vision insurance
- Disability insurance
- Life insurance
- Paid parental leave
- $750 yearly training stipend
- Career growth opportunities