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Forma.ai - India Campus

Posted 4 May 2026

Customer Operations Analyst Intern

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Team
Customer Operations
Posted
4 May 2026

About the role

About the team:

The Customer Operations team is at the heart of 's mission. This team has a direct impact on the growth of and are results-driven and solutions-minded.

The Customer Operations team works closely with our customers, helping them to understand and take advantage of all the features offers and ensuring that they get the most value from the platform.

What you'll be doing:

Reporting to the Senior Manager of Customer Operations, the Customer Operations Analyst Intern will be contributing in the following areas:

  • 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 
  • Implement new platform features within your customer portfolio to support continuous improvement and automation 
  • Build strong working relationships with key customer stakeholders, ensuring our clients realize 's full value 

What we're looking for:

  • Strength in Excel to perform data profiling, segmentation and aggregation 
  • Experience in working with large datasets and a strong understanding of logical structures of databases and workflows 
  • Understanding of data architecture and process flows 
  • Analytical problem-solving ability, organizational, and project management skills

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