Senior Professional Services Consultant
Job Description
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About the Role
CaptivateIQ's Professional Services team partners with customers after the deal closes to bring their sales compensation programs to life inside CaptivateIQ β from business requirements and comp plan design through data structure, build-out, UAT, and go-live, before handing off to Customer Success.
We're hiring a Senior Professional Services Consultant to join a growing team leading these implementations end-to-end. This is a client-facing role: you'll move fluidly between customer meetings and hands-on build work, owning the project timeline while managing customer expectations along the way. It's a strong fit for someone who thrives in ambiguity, enjoys solving complex compensation problems, and wants the pace and ownership of a fast-moving, startup environment.
What You'll Do
Lead full-cycle CaptivateIQ implementations for customers β from business requirements documentation and comp plan design through data structure, build-out, configuration, UAT, and go-live.
Design system configurations that maximize modeling efficiency and repeatability for each customer's comp plan.
Own project timelines, prioritizing your own work and setting expectations with customers and internal stakeholders across multiple concurrent implementations.
Serve as the primary client-facing point of contact throughout the implementation, building trust with customer admin teams.
Scope new implementation or post-implementation services and support related negotiations as needed.
Lead the handoff to Customer Success at go-live, ensuring a clean transition across cross-functional teams.
Become an expert in CaptivateIQ and in sales commission structures, applying best-practice calculation design across a range of plan types.
Collaborate with Product Managers, Customer Success Managers, and Sales throughout the engagement.
Proactively identify and escalate project or account risks before they impact the customer or the timeline.
Maintain billable utilization against your target, balancing active implementation work with team commitments and initiatives that drive broader organizational impact.
Proactively define and adopt team best practices that raise the bar for delivery quality.
What You'll Bring
Background in sales compensation β as a consultant, or as an administrator/practitioner using a comp tool in-house.
6+ years of experience as a consultant or implementation professional, with demonstrated project leadership (managing other consultants is not required).
Strong grasp of data modeling, formulas, and spreadsheet/database tools (Excel or similar); comfort with object-oriented and relational data concepts.
Excellent time management β able to move seamlessly between client meetings and hands-on build work, prioritizing across multiple engagements.
Friendly, obsessively customer-focused, and service-oriented, with strong problem-solving instincts.
Strong communication, analytical, and collaboration skills; comfortable working independently while knowing when to seek guidance.
A startup mindset β comfortable with ambiguity in a fast-changing environment, with a clear sense of why that environment is the right fit for you.
Background at a SaaS/technology company.
Nice to Have
SQL experience.
Experience with AI implementation.
Experience with CaptivateIQ or a competitor's sales compensation software (e.g., Xactly, Varicent, SAP Commissions).
Proficiency with CRMs (e.g., Salesforce) or ERPs (e.g., NetSuite).
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CaptivateIQ
View Company ProfileCaptivateIQ (operating at captivateiq.com) is a sales commission management software platform engineered for helping companies turn sales expenses into business drivers. Founded in 2017 by Mark Schopmeyer and seasoned sales operations pros, and headquartered in San Francisco, CaptivateIQ does X instead of Y β it solves the problem of inefficient sales commission management. Under the hood, CaptivateIQ's intelligent sales performance management (SPM) technology streamlines sales commission calculations, automates reporting, and provides real-time visibility into sales performance. This allows industry-leading organizations, including Affirm, Boston Scientific, and Netflix, to make data-driven decisions, optimize sales strategies, and drive business growth. Backed by leading investors including Sequoia, Accel, ICONIQ, Sapphire, Workday Ventures, and other leading investors.
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