Senior Professional Services Consultant
Required skills
- Sales Performance Management
- Incentive Compensation Management
- Sales Planning
- Data Structure
- Build-out
- Configuration
- UAT
- Go-live
- Project Timelines
- Customer Expectations
Nice to have
- Forrester
- G2
- Sequoia
- ICONIQ
- Accel
- Sapphire Ventures
Role summary
CaptivateIQ is seeking a Senior Professional Services Consultant to lead end-to-end implementations of their sales performance management platform. This client-facing role involves designing system configurations, managing project timelines, and building trust with customer teams. The ideal candidate will have a background in sales compensation, 6+ years of consulting or implementation experience, and a strong grasp of data modeling and spreadsheet tools. A startup mindset and comfort with ambiguity are essential for success in this fast-paced environment.
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 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 — 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).
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