Operations Automation Engineer

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!

Forma.ai is looking for an Operations Automation Engineer to build automation, internal tools, and workflow systems that help our Customer Operations and Customer Delivery teams scale with greater speed, consistency, and efficiency.

This role sits at the intersection of engineering, operations, and customer delivery. Forma operates in a complex customer domain, and our teams support sophisticated commission and incentive workflows for enterprise customers. As we continue to grow, we are investing in automation that improves operational leverage, reduces repetitive work, and helps teams focus on higher-value customer outcomes.

You will work closely with Customer Operations, Customer Delivery, Product, and Engineering leaders to identify high-impact automation opportunities, design practical technical solutions, and ship tools that create measurable business value.

This is a great role for someone with strong software development skills who enjoys practical engineering, fast iteration, close collaboration with business stakeholders, and visible operational impact.

What You’ll Do

• Build automation, internal tools, scripts, integrations, and workflow systems that improve how Customer Operations and Customer Delivery teams work.
• Partner with Customer Operations and Customer Delivery teams to understand workflows, identify bottlenecks, and prioritize opportunities with clear operational impact.
• Use APIs, scripting, workflow automation tools, internal systems, and AI-assisted capabilities where they are the right fit.
• Translate operational pain points into pragmatic technical solutions that are reliable, maintainable, and easy for teams to adopt.
• Prioritize work based on impact, speed to value, implementation complexity, and risk.
• Define clear success metrics for automation initiatives, including time saved, process consistency, quality improvements, and reduced manual effort.
• Track and 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 shape the foundation for a broader internal automation function at Forma.

What Success Looks Like

• You quickly understand operational workflows and identify high-value automation opportunities.
• You ship useful automation in days or weeks, not months.
• Your work measurably improves operational efficiency, consistency, and team capacity.
• Customer Operations and Customer Delivery teams trust you because you understand their workflows and solve real problems.
• You balance speed with sound engineering judgment.
• You use AI and automation tools thoughtfully, without treating any single tool as a silver bullet.
• You help create a repeatable approach for identifying, building, measuring, and scaling automation opportunities.

30/60/90 Day Expectations

First 30 Days: Understand the Workflows and Identify Opportunities

By the end of your first 30 days, you should have a clear understanding of the core workflows across Customer Operations and Customer Delivery, along with an initial view of where automation can create the most leverage.

Expected outcomes:

• Build strong working relationships with Customer Operations, Customer Delivery, Product, and Engineering stakeholders.
• Shadow Customer Operations and Customer Delivery team members to understand recurring workflows, handoffs, customer processes, reporting tasks, data lookups, and operational constraints.
• Review existing ticket, task, and workflow data to identify repeat patterns and high-volume requests.
• Create an initial automation opportunity backlog, ranked by estimated impact, complexity, risk, and speed to implement.
• Define a lightweight measurement approach for tracking the impact of automation initiatives.
• Ship at least one small automation, or workflow improvement that demonstrates early value.
• Identify access, tooling, data, or permission gaps that may slow down automation work.

First 60 Days: Ship Practical Automation and Prove Impact

By the end of 60 days, you should be delivering useful automation against high-priority opportunities and showing measurable improvements in operational efficiency.

Expected outcomes:

• Deliver multiple practical automations or internal workflow improvements.
• Validate impact with Customer Operations and Customer Delivery stakeholders using agreed-upon metrics.
• Establish a simple reporting mechanism for automation shipped, teams impacted, time saved, quality improvements, and remaining opportunities.
• Improve early automations based on real user feedback and adoption.
• Identify where scripts, workflow tools, APIs

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