Professional Services Consultant - Accounting and Reporting

CaptivateIQ is the leading Sales Performance Management solution, recognized by Forrester and G2, and trusted by customers including Affirm, Gong, and Figma. With solutions for Sales Planning and Incentives, we help revenue teams automate processes, hit revenue targets, and adapt with business change, ultimately driving efficient growth. It's time to rethink ROI - your return on incentives - with CaptivateIQ.

With backing from Sequoia, Accel, ICONIQ, Sapphire Ventures, and other leading investors, CaptivateIQ is on a mission to enable every company to improve their return on incentives and sales planning.

Come and see why Glassdoor and Comparably have recognized CaptivateIQ as a best place to work!

About the Role:

We are looking for a passionate team member to join our Customer Experience team as a Professional Services Consultant specializing in Accounting and Reporting. Our Professional Services team delivers implementation, training, and consulting to ensure customers maximize the benefits of CaptivateIQ.

Do you have sales compensation and accounting experience but crave a new challenge? Do you love building financial models? Our customers begin by modeling their commission plans on our platform and later use it for aggregation and reporting. If you have a knack for financial modeling, sales commissions accounting, and customer collaboration, we’d love to have you on our team!

We’re building a world-class team of data modelers and incentive specialists who are passionate about the impact our software delivers. This is an exciting opportunity to apply your existing skills in a new way and help drive our business forward.

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.

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.

Bonus Points

• 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)

• One time work from home stipend & 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

Notice for Prospective Candidates

• Only emails from @captivateiq.com should be trusted.

We are aware of active recruitment scams using the CaptivateIQ name, in which individuals pose as our recruiters and post fake remote job openings and make fake job offers on the Internet. Please note, we will never do the following:

• Attempt to correspond with a candidate using a free web-based account, such as an email address that ends in @gmail.com, @yahoo.com, @hotmail.com, etc.

• Make an offer of employment without conducting multiple rounds of interviews face-to-face using secure video-conferencing technology.

• Ask candidates to cash checks to buy equipment on behalf of CaptivateIQ.

• Ask candidates to make a payment in order to be considered for a position.

• Make early requests for candidates' personal information such as date of birth, passport details, credit card numbers, bank details and social security number, etc.

• Please note that we’ll only ask for more sensitive personal information in connection with background checks after an offer is made.

$114,000 - $164,000 a year

The OTE range represents the minimum and maximum of the OTE range for this position in CAD. The OTE offered for this position will depend on numerous factors, including individual proficiency, anticipated performance, and the location of the selected candidate. Our OTE is just one component of CaptivateIQ's competitive total rewards package, which also includes equity awards (a new hire grant, along with opportunities for additional awards throughout your tenure), competitive health and wellness benefits, and a commitment to career growth and development.