Formic

Formic is a growing company focusing on customer success, sales operations, and creative marketing content.

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๐Ÿ”ฅ Credit Officer
Posted 2024-10-26

๐Ÿ“ United States

๐Ÿงญ Employee

๐Ÿ’ธ 110000 - 160000 USD per year

๐Ÿ” Manufacturing and Robotics

  • A 4-year degree in any discipline, preference for Business Administration, Finance, Accounting, or Economics preferred, or equivalent experience.
  • 7+ years of commercial credit underwriting experience in a commercial bank, investment bank, credit fund, or fintech company.
  • Knowledge and experience in credit underwriting of equipment transactions is highly desirable.
  • Strong technical skills including financial statement analysis and credit risk management.
  • Excellent communication, presentation, and project management skills.
  • Experience developing new credit underwriting policies and processes to address evolving business needs, focusing on data and process automation.

  • Evaluate credit applications from small- to medium-sized businesses to assess creditworthiness, completeness, and compliance.
  • Contribute to evolving Formicโ€™s credit risk management processes and support both process improvement and capital markets initiatives.
  • Work closely with various functions across the company to support the sales process while addressing risk and ensuring compliance with established policies.
  • Support the sales and customer success teams internally and externally as the subject matter expert on the credit policy and credit underwriting processes.
  • Conduct underwriting calls with customers, as necessary.
  • Prepare credit memoranda that include financial analysis, repayment ability calculation, management structure, and guarantor reviews.
  • Develop new credit underwriting strategies by evaluating underwriting performance, incorporating new data sources, and employing emerging technology.
  • Identify technology and process improvements for streamlining and automating credit application/review process.

LeadershipProject ManagementData AnalysisProduct ManagementProject CoordinationFinancial ManagementData analysisAnalytical SkillsCollaboration

Posted 2024-10-26
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๐Ÿ“ United States

๐Ÿงญ Full-Time

๐Ÿ’ธ $110,000 - $130,000 per year

๐Ÿ” Manufacturing and Robotics

  • 5+ years of Sales Operations experience in a fastโ€“paced environment
  • Expert-level capabilities with databases and sales software including Salesforce and Hubspot
  • Deep understanding of the sales process -from lead generation to closing deals, as well as of different sales methodologies and strategies
  • Strong analytical skills, specifically the capability to analyze complex sales data, identify patterns, generate insights, and make data-driven decisions
  • Ability to perform advanced computing functions
  • Ability to successfully plan, execute, prioritize and oversee multiple projects at once
  • Strong verbal/written communication, including an ability to effectively communicate with both business and technical teams of all levels of seniority
  • Ability to gracefully and confidently navigate ambiguous and changing environments
  • Keen attention to detail to ensure data accuracy and process efficiency
  • Can-do, eager-to-serve attitude, adept in handling rapidly changing tactical and strategic focuses
  • Strong problem-solving skills to quickly identify issues within the sales process and develop effective solutions

  • Execute on the day-to-day, tactical elements of sales enablement programs, including improvement of and ongoing support within our tech stack
  • Track and analyze short and long term sales data, providing data-driven insights to ensure accurate and real-time visibility into team and individual performance and facilitate forecasting
  • Create and train on intuitive and graceful processes and user workflows and tooling systems that support achievement of goals
  • Execute on special projects to improve the effectiveness of the Sales Team (or cross-functional departments), as delegated by leadership
  • Master our tech stack and become the expert for how to assess opportunities
  • Streamline and optimize our tools and utilization to drive better company outcomes
  • Stay up to date with the latest tools and technologies, and evaluate and implement new ones that improve productivity and efficiency of the organization
  • Serve as a liaison between teams and upper management
  • Follow ethical and legal practices with consumer and customer data
  • Assist the Marketing Team in determining customer outreach methods
  • Monitor and assist with customer retention with proactive, actionable data for Customer Success and Sales to leverage
  • Train staff on new technology, software, and sales processes critical to their roles, both during onboarding and throughout tenure as needed

LeadershipData AnalysisPeople ManagementSalesforceCross-functional Team LeadershipData analysisCommunication SkillsAnalytical SkillsCollaborationMicrosoft Excel

Posted 2024-10-17
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๐Ÿ“ United States

๐Ÿงญ Employee

๐Ÿ’ธ 100000 - 140000 USD per year

๐Ÿ” Manufacturing and Robotics Automation

  • 5-10 years of experience in an operational leadership role in a manufacturing or production environment.
  • 3+ years of experience with installation, operation, optimization, and maintenance of six-axis robotic automation.
  • Experience with robotic platforms such as Fanuc, Kuka, Yaskawa, ABB, Universal Robots preferred.
  • Strong understanding of process engineering and machine state information.
  • Experience diagnosing and resolving issues in automated manufacturing processes.
  • Outstanding communication and stakeholder management skills, able to collaborate across functions.
  • Willingness to travel ~50% of the time to customer sites in the US.

  • Serve as the primary consultative partner and point of contact for customers, building strong relationships.
  • Oversee regular communication and site visits to assess customer satisfaction with automation systems.
  • Monitor customer health and engagement using diagnostic tools and strategic communication.
  • Collaborate with Sales, Deployment, and Monitoring & Maintenance Teams to guide customers through onboarding.
  • Identify growth opportunities for existing accounts to expand product and service usage.
  • Leverage customer business understanding to provide feedback for product and service enhancements.

LeadershipC (Programming language)Cross-functional Team LeadershipOperations ManagementCommunication SkillsAnalytical SkillsCollaboration

Posted 2024-08-19
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