Senior Professional Services Consultant

CaptivateIQ; United States; On-site; USD 105,000 - 140,000; Full time

Job summary

CaptivateIQ is seeking a Senior Professional Services Consultant to join our Professional Services team. You’ll lead end-to-end implementations for customers, from requirements gathering and design through data modeling, build, UAT, and go-live, then hand off to Customer Success.

You will own project timelines, manage client expectations, collaborate with Product, Success, and Sales, and help advance our fast-paced, startup-style environment while solving complex compensation problems.

Qualifications

• 6+ years of experience as a consultant or implementation professional.
• Strong data modeling, formulas, and spreadsheet/database skills.
• Excellent time management with multiple engagements.
• Customer-focused and highly collaborative with strong problem-solving skills.
• Startup mindset and experience at a SaaS/technology company.

Responsibilities

• Lead full-cycle CaptivateIQ implementations from requirements to go-live.
• Design system configurations to maximize modeling efficiency.
• Own project timelines and set expectations with customers and internal teams.
• Serve as primary client-facing contact throughout the engagement.
• Scope new implementation or post-implementation services as needed.
• Handoff to Customer Success at go-live and ensure a smooth transition.
• Know CaptivateIQ and sales compensation structures across plan types.
• Collaborate with Product, Customer Success, and Sales throughout engagements.
• Identify and mitigate project or account risks early.
• Maintain billable utilization and contribute to team initiatives.

Skills

Project leadership

Stakeholder management

Data modeling

Excel/Spreadsheets

Client communication

Time management

SaaS/tech experience

Education

Consulting/implementation experience

Tools

Salesforce

SQL

Job description

CaptivateIQ is transforming the way companies plan, manage, and optimize sales performance. We started by revolutionizing incentive compensation management, and now we're expanding our platform to solve broader sales planning challenges. Recognized by industry analysts like Forrester and G2 and backed by top-tier investors, including Sequoia, ICONIQ, Accel, and Sapphire Ventures, we empower high-growth companies like Netflix, Figma, and Stripe with the flexibility and insights needed to drive revenue performance.

Join a talented, fast-growing team committed to solving some of the most complex and impactful problems in sales performance management.

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 — 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 — 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 elevate 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 — 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 — 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 — 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).

CaptivateIQ participates in E-Verify, web-based system that allows enrolled employers to confirm the eligibility of their employees to work in the United States.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

The compensation offered for this position will depend on numerous factors, including individual proficiency, anticipated performance, and the location of the selected candidate. The OTE salary range for this role is $105,000 - $140,000. Compensation for candidates hired in Canada will be provided in Canadian dollars and may differ from the ranges listed above due to currency conversion. Our OTE salary is just one component of CaptivateIQ's competitive total rewards package, which also includes equity, comprehensive health benefits, and other perks and benefits.