Professional Services Consultant

Summary

Join CaptivateIQ's Customer Experience team as a Professional Services Consultant specializing in Accounting and Reporting. You will partner with customers and internal teams to deliver best-in-class professional services, lead implementations, and become an expert in CaptivateIQ. Leverage your accounting expertise to develop compliance-aligned best practices and analyze customer requirements to design efficient system configurations. This role requires 2+ years of experience in sales compensation, accounting, or finance, a strong understanding of sales compensation accounting, and proven financial modeling skills. CaptivateIQ offers competitive benefits including comprehensive health insurance, flexible vacation days, annual professional development stipends, and a 401k plan.

Requirements

• 2+ years of experience in sales compensation, accounting, or finance
• Understanding of sales compensation accounting and commission structures
• Proven ability to build and maintain complex financial models (Excel, Google Sheets, or similar)
• Highly analytical and detail-oriented with a strong problem-solving mindset
• Customer-focused, proactive, and able to communicate complex ideas clearly
• Ability to thrive in a fast-paced, deadline-driven environment

Responsibilities

• Partner with customers and internal teams to deliver best-in-class professional services
• Lead and manage end-to-end implementations and other key projects
• Become an expert in CaptivateIQ and guide customers on best practices
• Leverage your accounting expertise to develop and maintain compliance-aligned best practices for using CaptivateIQ
• Analyze customer requirements and design efficient, scalable system configurations
• Configure, test, and validate implementations to meet customer needs
• Provide consultative guidance to customers, helping them optimize and scale their use of CaptivateIQ
• Deliver post-implementation support by resolving accounting- and model-related inquiries submitted via support tickets

Preferred Qualifications

• CPA license or equivalent accounting certification
• Knowledge of ASC 340, ASC 606, or IFRS 15 related to commission capitalization and amortization
• Experience with CaptivateIQ or similar sales compensation software (SAP Callidus Cloud, Xactly Incent, Varicent)
• Hands-on experience in implementing software, especially sales compensation software
• Proficiency in databases, data visualization, or modeling tools
• Background in financial operations, FP&A, accounting, system implementation, sales engineering, or technology consulting

Benefits

• (US-ONLY) 100% of medical, dental, and vision covered including 75% for dependents
• Flexible vacation days and quarterly mental health days so you can recharge
• Enjoy a one-time expense on your 1-year work anniversary (to use for travel, home furnishings, fancy meal)
• Annual stipends for professional development and caretaking
• (US-ONLY) 401k plan to participate in and save towards the future
• Newest Apple products to help you do your best work
• Employee Resource Groups (ERGs) to support and celebrate the shared identities and life experiences of communities within CaptivateIQ. ERGs directly support our company-wide DEI goals as a space for developing and retaining diverse talent